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Forward Air
FWRD

206 hedge funds and large institutions have $1.35B invested in Forward Air in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 85 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.78% less ownership

Funds ownership: 100.43% → 96.65% (-3.8%)

5% less funds holding

Funds holding: 216 → 206 (-10)

6% less capital invested

Capital invested by funds: $1.43B → $1.35B (-$84M)

21% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 85

24% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 37

62% less call options, than puts

Call options by funds: $457K | Put options by funds: $1.2M

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
206
Holders Change
-10
Holders Change %
-4.63%
% of All Funds
4.22%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
67
Reduced
85
Closed
37
Calls
$457K
Puts
$1.2M
Net Calls
-$743K
Net Calls Change
-$191K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$12.7M
2
MAM
Martingale Asset Management
Massachusetts
+$5.53M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$4.33M
4
AA
Ancora Advisors
Ohio
+$3.81M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$3.55M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$48.8M
2
Morgan Stanley
Morgan Stanley
New York
-$17.2M
3
Millennium Management
Millennium Management
New York
-$6.45M
4
Goldman Sachs
Goldman Sachs
New York
-$6.26M
5
SG Americas Securities
SG Americas Securities
New York
-$3.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
– -$217K -4,291 Closed
QCM
227
Quantinno Capital Management
New York
– -$210K -4,143 Closed
CCP
228
Clifford Capital Partners
Utah
– -$200K -3,956 Closed
AIM
229
Aigen Investment Management
New York
– -$134K -2,637 Closed
FC
230
FORA Capital
Florida
– -$74K -1,455 Closed
IUHSA
231
Itau Unibanco Holding S.A.
Brazil
– -$65K -1,288 Closed
CSS
232
Cubist Systematic Strategies
Connecticut
– -$53K -1,041 Closed
PI
233
PineBridge Investments
New York
– -$34K -669 Closed
ASN
234
Advisory Services Network
Georgia
– -$32K -619 Closed
II
235
Inspire Investing
Idaho
– -$30K -602 Closed
HIIFS
236
Harel Insurance Investments & Financial Services
Israel
– -$21K -423 Closed
MAM
237
Meeder Asset Management
Ohio
– -$17K -343 Closed
VCM
238
Versant Capital Management
Arizona
– -$2K -46 Closed
PHK
239
Point72 Hong Kong
Hong Kong
– -$2K -42 Closed
LC
240
Lindbrook Capital
California
– -$1K -14 Closed
PFBT
241
Parkside Financial Bank & Trust
Missouri
– -$1K -14 Closed
Toronto Dominion Bank
242
Toronto Dominion Bank
Ontario, Canada
– +$98 +2 New
6 7 8 9
10

FWRD Hedge Fund Activity: Q2 2020 in Review

206 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q2 2020, worth a combined $1.35B — down 5.9% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of FWRD and 28 opened new positions — a net loss of 9 holders — while 85 trimmed existing stakes and 67 added.

The largest buyer was BlackRock, adding an estimated $12.7M. The largest seller was Victory Capital Management, cutting an estimated $48.8M.

  • 206 institutional investors held Forward Air (FWRD) as of Q2 2020, down from 216 in Q1 2020.
  • Funds reported $1.35B of Forward Air stock for Q2 2020, down 5.9% quarter-over-quarter.
  • 28 funds opened new Forward Air positions in Q2 2020 and 37 closed out, a net change of -9 holders.
  • The largest Forward Air buyer in Q2 2020 was BlackRock, an estimated $12.7M added.
  • The largest Forward Air seller in Q2 2020 was Victory Capital Management, an estimated $48.8M sold.

Based on aggregated 13F filings for Q2 2020.