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Forward Air
FWRD

216 hedge funds and large institutions have $1.69B invested in Forward Air in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 77 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $1.53B → $1.69B (+$156M)

0.84% less ownership

Funds ownership: 97.91% → 97.07% (-0.84%)

4% less funds holding

Funds holding: 226 → 216 (-10)

11% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 87

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

78% less call options, than puts

Call options by funds: $284K | Put options by funds: $1.32M

Holders
216
Holders Change
-10
Holders Change %
-4.42%
% of All Funds
4.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
77
Reduced
87
Closed
25
Calls
$284K
Puts
$1.32M
Net Calls
-$1.03M
Net Calls Change
-$323K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$17.9M
2
ClearBridge Investments
ClearBridge Investments
New York
+$13.1M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$9.9M
4
SAM
Scopus Asset Management
New York
+$8.25M
5
WG
Winton Group
United Kingdom
+$7.98M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$20M
2
Bank of America
Bank of America
North Carolina
-$8.38M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$7.84M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$7.13M
5
Deutsche Bank
Deutsche Bank
Germany
-$6.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
QT
226
Quantbot Technologies
New York
– -$589K -11,160 Closed
B
227
Barings
North Carolina
– -$476K -9,000 Closed
Verition Fund Management
228
Verition Fund Management
Connecticut
– -$464K -8,785 Closed
FA
229
FDx Advisors
Illinois
– -$403K -7,633 Closed
PP
230
Paloma Partners
Connecticut
– -$342K -6,468 Closed
GH
231
GAM Holding
Switzerland
– -$307K -5,815 Closed
BFM
232
Boothbay Fund Management
New York
– -$262K -4,950 Closed
ECM
233
Everence Capital Management
Indiana
– -$201K -3,800 Closed
Macquarie Group
234
Macquarie Group
Australia
– -$74K -1,400 Closed
APP
235
Avantax Planning Partners
Iowa
– -$17K -325 Closed
WDL
236
Well Done LLC
Michigan
– -$10K -192 Closed
PCM
237
Prelude Capital Management
New York
– -$6K -121 Closed
SWP
238
Stratos Wealth Partners
Ohio
– -$1K -25 Closed
SFM
239
Signet Financial Management
New Jersey
– -$1K -12 Closed
CF
240
Centaurus Financial
California
– +$172 +3 New
VFA
241
Valeo Financial Advisors
Indiana
– +$229 +4 New
6 7 8 9
10

FWRD Hedge Fund Activity: Q2 2018 in Review

216 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q2 2018, worth a combined $1.69B — up 10% from $1.53B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of FWRD and 16 opened new positions — a net loss of 9 holders — while 87 trimmed existing stakes and 77 added.

The largest buyer was BlackRock, adding an estimated $17.9M. The largest seller was Millennium Management, cutting an estimated $20M.

  • 216 institutional investors held Forward Air (FWRD) as of Q2 2018, down from 226 in Q1 2018.
  • Funds reported $1.69B of Forward Air stock for Q2 2018, up 10% quarter-over-quarter.
  • 16 funds opened new Forward Air positions in Q2 2018 and 25 closed out, a net change of -9 holders.
  • The largest Forward Air buyer in Q2 2018 was BlackRock, an estimated $17.9M added.
  • The largest Forward Air seller in Q2 2018 was Millennium Management, an estimated $20M sold.

Based on aggregated 13F filings for Q2 2018.