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Forward Air

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

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

1.68% more ownership

Funds ownership: 97.81%99.48% (+1.7%)

7% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 89

0% more funds holding

Funds holding: 246246 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $2.57B → $2.46B (-$109M)

Holders
246
Holders Change
Holders Change %
0%
% of All Funds
4.14%
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
Name Holding Trade Value Shares
Change
Change in
Stake
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 +$463 +5 +42%
JWA
234
JFS Wealth Advisors
Pennsylvania
$2K +$1.3K +14 +117%
Pacer Advisors
235
Pacer Advisors
Pennsylvania
$2K +$1.67K +18 New
BIA
236
Bell Investment Advisors
California
$2K +$2.5K +27 New
Simplex Trading
237
Simplex Trading
Illinois
$1K -$18.5K -200 -91%
C
238
Covestor
United Kingdom
$1K +$93 +1 +14%
GRP
239
Global Retirement Partners
California
$1K +$185 +2 +15%
SC
240
Schubert & Co
Texas
$1K +$649 +7 +117%
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$1K +$834 +9 New
SFG
242
Steward Financial Group
Texas
$1K +$1.11K +12 New
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$355 -$428K -4,619 -55%
BPC
244
Banque Pictet & Cie
Switzerland
$217 -$26.4K -285 -11%
AIA
245
Avalon Investment & Advisory
Texas
-$2.52M -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

FWRD Hedge Fund Activity: Q2 2022 in Review

246 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q2 2022, worth a combined $2.46B — down 4.2% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FWRD positions and 24 closed out — a net gain of 5 holders — while 95 added to existing stakes and 89 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.4M. The largest seller was Driehaus Capital Management, cutting an estimated $22.1M.

  • 246 institutional investors held Forward Air (FWRD) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $2.46B of Forward Air stock for Q2 2022, down 4.2% quarter-over-quarter.
  • 29 funds opened new Forward Air positions in Q2 2022 and 24 closed out, a net change of +5 holders.
  • The largest Forward Air buyer in Q2 2022 was Morgan Stanley, an estimated $28.4M added.
  • The largest Forward Air seller in Q2 2022 was Driehaus Capital Management, an estimated $22.1M sold.

Based on aggregated 13F filings for Q2 2022.