Forward Air
FWRD
213 hedge funds and large institutions have $1.55B invested in Forward Air in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 84 reducing their positions, and 36 closing their positions.
1.43% less ownership
Funds ownership: 98.09% → 96.66% (-1.4%)
5% less funds holding
Funds holding: 225 → 213 (-12)
13% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 84
25% less capital invested
Capital invested by funds: $2.06B → $1.55B (-$516M)
33% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 36
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.01M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silvercrest Asset Management
New York
|
+$6.32M |
| 2 |
ClearBridge Investments
New York
|
+$4.58M |
| 3 |
JP Morgan Chase
New York
|
+$2.76M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.41M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$9.08M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.83M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$4.96M |
| 4 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$4.43M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$3.75M |
FWRD Hedge Fund Activity: Q4 2018 in Review
213 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2018, worth a combined $1.55B — down 25% from $2.06B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of FWRD and 24 opened new positions — a net loss of 12 holders — while 84 trimmed existing stakes and 73 added.
The largest buyer was Silvercrest Asset Management, adding an estimated $6.32M. The largest seller was Victory Capital Management, cutting an estimated $9.08M.
- 213 institutional investors held Forward Air (FWRD) as of Q4 2018, down from 225 in Q3 2018.
- Funds reported $1.55B of Forward Air stock for Q4 2018, down 25% quarter-over-quarter.
- 24 funds opened new Forward Air positions in Q4 2018 and 36 closed out, a net change of -12 holders.
- The largest Forward Air buyer in Q4 2018 was Silvercrest Asset Management, an estimated $6.32M added.
- The largest Forward Air seller in Q4 2018 was Victory Capital Management, an estimated $9.08M sold.
Based on aggregated 13F filings for Q4 2018.