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FWDI

Forward Industries Inc
FWDI

8 hedge funds and large institutions have $462K invested in Forward Industries Inc in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.49% more ownership

Funds ownership: 1.12% → 9.61% (+8.5%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

32% less capital invested

Capital invested by funds: $679K → $462K (-$217K)

43% less funds holding

Funds holding: 14 → 8 (-6)

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
8
Holders Change
-6
Holders Change %
-42.86%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
4
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$19.7K
2
TRCT
Tower Research Capital (TRC)
New York
+$1.75K
3
Morgan Stanley
Morgan Stanley
New York
+$57
4
Bank of America
Bank of America
North Carolina
+$31

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$30.8K
2
Vanguard Group
Vanguard Group
Pennsylvania
-$15.9K
3
BlackRock
BlackRock
New York
-$15K
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$14.9K
5
Citadel Advisors
Citadel Advisors
Florida
-$13.5K

FWDI Hedge Fund Activity: Q2 2024 in Review

8 of the 6,934 institutional investors tracked by Wall St. Rank reported a position in Forward Industries Inc (FWDI) for Q2 2024, worth a combined $462K — down 32% from $679K a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FWDI and 1 opened new positions — a net loss of 6 holders — while 4 trimmed existing stakes and 3 added.

The largest buyer was UBS Group, opening a new position worth an estimated $19.7K. The largest seller was State Street, exiting entirely with an estimated $30.8K sold.

  • 8 institutional investors held Forward Industries Inc (FWDI) as of Q2 2024, down from 14 in Q1 2024.
  • Funds reported $462K of Forward Industries Inc stock for Q2 2024, down 32% quarter-over-quarter.
  • 1 fund opened new Forward Industries Inc positions in Q2 2024 and 7 closed out, a net change of -6 holders.
  • The largest Forward Industries Inc buyer in Q2 2024 was UBS Group, an estimated $19.7K added.
  • The largest Forward Industries Inc seller in Q2 2024 was State Street, an estimated $30.8K sold.

Based on aggregated 13F filings for Q2 2024.