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Forward Air
FWRD

Overview Fund Activity

257 hedge funds and large institutions have $2.8B invested in Forward Air in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 107 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
-18
Holders Change %
-6.55%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
81
Reduced
107
Closed
46
Calls
$291K
Puts
$442K
Net Calls
-$151K
Net Calls Change
-$299K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$123M
2
Ameriprise
Ameriprise
Minnesota
$83.6M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$164M
4
CVA
Ceredex Value Advisors
Florida
$12.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$18.8M

Top Sellers

1
BlackRock
BlackRock
New York
$438M
2
RA
Royce & Associates
New York
$81.6M
3
ClearBridge Investments
ClearBridge Investments
New York
$106M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
5
JGC
J. Goldman & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$10.2K – – –
PFBT
227
Parkside Financial Bank & Trust
Missouri
$9.91K – – –
WWP
228
WR Wealth Planners
Missouri
$9.91K +$9.91K +92 New
ME
229
McIlrath & Eck
Washington
$7.54K – – –
KFP
230
KB Financial Partners
New Jersey
$7K +$1.01K +10 +17%
TWA
231
TCI Wealth Advisors
Arizona
$6.47K – – –
PTC
232
Private Trust Company
Ohio
$5.93K -$1.4K -13 -19%
FFA
233
Farther Finance Advisors
California
$5.82K – – –
Federated Hermes
234
Federated Hermes
Pennsylvania
$5.5K +$5.5K +51 New
LC
235
Lindbrook Capital
California
$4.85K – – –
HI
236
Harbour Investments
Wisconsin
$4.31K +$4.31K +40 New
BTI
237
Blue Trust Inc
Georgia
$4K +$4K +39 New
BIA
238
Bell Investment Advisors
California
$3.99K -$539 -5 -12%
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$2.8K – – –
AF
240
Allworth Financial
California
$2.59K – – –
IA
241
IFP Advisors
Florida
$2.47K – – –
JWA
242
JFS Wealth Advisors
Pennsylvania
$2.26K +$216 +2 +11%
FMII
243
Farmers & Merchants Investments Inc
Nebraska
$2.16K – – –
Simplex Trading
244
Simplex Trading
Illinois
$2K -$18.3K -220 -90%
GRP
245
Global Retirement Partners
California
$1.88K – – –
SWM
246
Spire Wealth Management
Virginia
$1.83K +$539 +5 +42%
SC
247
Schubert & Co
Texas
$1.62K -$216 -2 -12%
HCP
248
Hexagon Capital Partners
Arkansas
$1.4K -$323 -3 -19%
BAAM
249
Baker Avenue Asset Management
California
$1.4K – – –
MCM
250
Manchester Capital Management
Vermont
$970 – – –
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