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Forward Air
FWRD

Overview Fund Activity

245 hedge funds and large institutions have $2.68B invested in Forward Air in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 114 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-12
Holders Change %
-4.67%
% of All Funds
3.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
72
Reduced
114
Closed
34
Calls
$9.53M
Puts
$16.4M
Net Calls
-$6.89M
Net Calls Change
-$6.74M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$168M
2
RRAM
2
River Road Asset Management
Kentucky
$43.4M
3
SAM
3
Scopus Asset Management
New York
$7.91M
4
UBS Group
4
UBS Group
Switzerland
$7.97M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$13.5M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$102M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
CCMLC
3
Cardinal Capital Management LLC (Connecticut)
Connecticut
$0
4
Ameriprise
4
Ameriprise
Minnesota
$66.6M
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
226
IFP Advisors
Florida
$4.35K – – –
HI
227
Harbour Investments
Wisconsin
$4.24K – – –
BIA
228
Bell Investment Advisors
California
$2.97K -$955 -9 -24%
MPWT
229
MassMutual Private Wealth & Trust
Connecticut
$2.97K +$212 +2 +8%
Federated Hermes
230
Federated Hermes
Pennsylvania
$2.87K -$2.55K -24 -47%
AF
231
Allworth Financial
California
$2.12K -$425 -4 -17%
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$2.12K – – –
JWA
233
JFS Wealth Advisors
Pennsylvania
$1.91K -$318 -3 -14%
GRP
234
Global Retirement Partners
California
$1.7K -$318 -3 -16%
BAAM
235
Baker Avenue Asset Management
California
$1.38K – – –
HCP
236
Hexagon Capital Partners
Arkansas
$1.27K -$106 -1 -8%
BTI
237
Blue Trust Inc
Georgia
$1K -$4.57K -32 -82%
MCM
238
Manchester Capital Management
Vermont
$955 – – –
GI
239
Gradient Investments
Minnesota
$743 +$743 +7 New
AF
240
Advisornet Financial
Minnesota
$637 +$106 +1 +20%
SIC
241
SJS Investment Consulting
Ohio
$531 -$212 -2 -29%
DI
242
Disciplined Investments
Oklahoma
$531 -$106 -1 -17%
AWM
243
Abound Wealth Management
Tennessee
$531 +$531 +5 New
TWP
244
TFO Wealth Partners
Ohio
$106 – – –
Comerica Bank
245
Comerica Bank
Texas
$1 +$1 +86,417 New
Loomis, Sayles & Company
246
Loomis, Sayles & Company
Massachusetts
– -$21.2M -196,594 Closed
CCMLC
247
Cardinal Capital Management LLC (Connecticut)
Connecticut
– -$15.8M -147,007 Closed
FWIA
248
Fort Washington Investment Advisors
Ohio
– -$13.6M -126,178 Closed
DCM
249
Driehaus Capital Management
Illinois
– -$12.5M -116,360 Closed
MGWM
250
Marks Group Wealth Management
Minnesota
– -$6.85M -63,531 Closed
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