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Forward Air
FWRD

237 hedge funds and large institutions have $1.91B invested in Forward Air in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

9% more capital invested

Capital invested by funds: $1.74B → $1.91B (+$165M)

6% more funds holding

Funds holding: 223 → 237 (+14)

0.31% more ownership

Funds ownership: 96.77% → 97.08% (+0.31%)

6% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 82

Holders
237
Holders Change
+14
Holders Change %
+6.28%
% of All Funds
4.67%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
77
Reduced
82
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$14.1M
2
ClearBridge Investments
ClearBridge Investments
New York
+$8.75M
3
Man Group
Man Group
United Kingdom
+$7.43M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.77M
5
Victory Capital Management
Victory Capital Management
Texas
+$5.24M

Top Sellers

Rank Fund Capital Flow
1
SAM
Scopus Asset Management
New York
-$22.7M
2
SBH
Segall Bryant & Hamill
Illinois
-$8.27M
3
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
-$7.12M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$6.51M
5
RRAM
River Road Asset Management
Kentucky
-$5.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
226
Tarbox Family Office
California
$3K – – –
TL
227
TrueWealth LLC
Georgia
$3K – – –
SL
228
Savior LLC
Massachusetts
$3K +$2.58K +38 New
APA
229
American Portfolios Advisors
New York
$2.03K – – –
HAM
230
Highstreet Asset Management
Ontario, Canada
$2K – – –
ZB
231
Zions Bancorporation
Utah
$2K – – –
CAW
232
Cornerstone Advisors (Washington)
Washington
$1K – – –
LC
233
Lindbrook Capital
California
$1K – – –
VFA
234
Valeo Financial Advisors
Indiana
$1K +$203 +3 +18%
EI
235
Ellevest Inc
New York
$1K +$949 +14 New
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$1K +$1.08K +16 New
Balyasny Asset Management
237
Balyasny Asset Management
Illinois
– -$6.51M -102,164 Closed
CIBC World Market
238
CIBC World Market
Ontario, Canada
– -$1.92M -30,150 Closed
Squarepoint
239
Squarepoint
New York
– -$1.51M -23,783 Closed
Jacobs Levy Equity Management
240
Jacobs Levy Equity Management
New Jersey
– -$651K -10,210 Closed
CSS
241
Cubist Systematic Strategies
Connecticut
– -$499K -7,832 Closed
Pacer Advisors
242
Pacer Advisors
Pennsylvania
– -$471K -7,393 Closed
PP
243
Paloma Partners
Connecticut
– -$440K -6,906 Closed
Credit Agricole
244
Credit Agricole
France
– -$382K -6,000 Closed
Commonwealth Equity Services
245
Commonwealth Equity Services
Massachusetts
– -$317K -4,986 Closed
PI
246
PEAK6 Investments
Illinois
– -$288K -4,522 Closed
SLF
247
Sun Life Financial
Ontario, Canada
– -$263K -4,131 Closed
QT
248
Quantbot Technologies
New York
– -$136K -2,143 Closed
Point72 Asset Management
249
Point72 Asset Management
Connecticut
– -$57K -900 Closed
PFO
250
Pathstone Family Office
New Jersey
– -$33K -528 Closed
7 8 9
10
11

FWRD Hedge Fund Activity: Q4 2019 in Review

237 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2019, worth a combined $1.91B — up 9.5% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new FWRD positions and 19 closed out — a net gain of 20 holders — while 77 added to existing stakes and 82 trimmed.

The largest buyer was Millennium Management, adding an estimated $14.1M. The largest seller was Scopus Asset Management, cutting an estimated $22.7M.

  • 237 institutional investors held Forward Air (FWRD) as of Q4 2019, up from 223 in Q3 2019.
  • Funds reported $1.91B of Forward Air stock for Q4 2019, up 9.5% quarter-over-quarter.
  • 39 funds opened new Forward Air positions in Q4 2019 and 19 closed out, a net change of +20 holders.
  • The largest Forward Air buyer in Q4 2019 was Millennium Management, an estimated $14.1M added.
  • The largest Forward Air seller in Q4 2019 was Scopus Asset Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q4 2019.