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Forward Air
FWRD

Overview Fund Activity

246 hedge funds and large institutions have $2.46B invested in Forward Air in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 89 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
–
Holders Change %
0%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
95
Reduced
89
Closed
24
Calls
$634K
Puts
–
Net Calls
+$634K
Net Calls Change
+$861K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$39.4M
2
Deutsche Bank
Deutsche Bank
Germany
$25M
3
Victory Capital Management
Victory Capital Management
Texas
$59.7M
4
ACH
ArrowMark Colorado Holdings
Colorado
$125M
5
WMSA
Weiss Multi-Strategy Advisers
New York
$16.6M

Top Sellers

1
DCM
Driehaus Capital Management
Illinois
$9.87M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$74M
3
BlackRock
BlackRock
New York
$373M
4
Man Group
Man Group
United Kingdom
$5.2M
5
State Street
State Street
Massachusetts
$92.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
226
Contravisory Investment Management
Massachusetts
$5K – – –
BFEC
227
Benjamin F. Edwards & Company
Missouri
$4K – – –
GC
228
Globeflex Capital
California
$3K – – –
WPA
229
West Paces Advisors
Georgia
$2.85K – – –
APA
230
American Portfolios Advisors
New York
$2.67K – – –
IA
231
IFP Advisors
Florida
$2K – – –
LC
232
Lindbrook Capital
California
$2K – – –
MCM
233
Manchester Capital Management
Vermont
$2K +$588 +5 +42%
JWA
234
JFS Wealth Advisors
Pennsylvania
$2K +$1.08K +14 +117%
Pacer Advisors
235
Pacer Advisors
Pennsylvania
$2K +$2K +18 New
BIA
236
Bell Investment Advisors
California
$2K +$2K +27 New
Simplex Trading
237
Simplex Trading
Illinois
$1K -$10K -200 -91%
C
238
Covestor
United Kingdom
$1K +$125 +1 +14%
GRP
239
Global Retirement Partners
California
$1K +$133 +2 +15%
SC
240
Schubert & Co
Texas
$1K +$538 +7 +117%
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +9 New
SFG
242
Steward Financial Group
Texas
$1K +$1K +12 New
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$355 -$428 -4,619 -55%
BPC
244
Banque Pictet & Cie
Switzerland
$217 -$26 -285 -11%
AIA
245
Avalon Investment & Advisory
Texas
– -$2.53M -25,821 Closed
Qube Research & Technologies (QRT)
246
Qube Research & Technologies (QRT)
United Kingdom
– -$1.58M -16,119 Closed
Assenagon Asset Management
247
Assenagon Asset Management
Luxembourg
– -$1.26M -12,931 Closed
AG
248
Algert Global
California
– -$984K -10,060 Closed
VCM
249
Virtue Capital Management
Tennessee
– -$975K -9,976 Closed
TFA
250
Toth Financial Advisory
Virginia
– -$706K -7,225 Closed
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