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Forward Air
FWRD

Overview Fund Activity

251 hedge funds and large institutions have $1.76B invested in Forward Air in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 89 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+6
Holders Change %
+2.45%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
58
Increased
78
Reduced
89
Closed
51
Calls
$7.82M
Puts
$49.9M
Net Calls
-$42.1M
Net Calls Change
-$35.2M

Top Buyers

1
AA
1
Ancora Advisors
Ohio
$51.3M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$49.9M
3
UBS Group
3
UBS Group
Switzerland
$47M
4
Morgan Stanley
4
Morgan Stanley
New York
$83.4M
5
Bank of America
5
Bank of America
North Carolina
$36.8M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$1.92M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$0
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$9.76M
4
Victory Capital Management
4
Victory Capital Management
Texas
$4.08M
5
RA
5
Royce & Associates
New York
$9.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
226
Parkside Financial Bank & Trust
Missouri
$6.53K +$206 +3 +3%
BTI
227
Blue Trust Inc
Georgia
$6K +$5.24K +48 +686%
KFP
228
KB Financial Partners
New Jersey
$5K – – –
ME
229
McIlrath & Eck
Washington
$4.81K – – –
WBC
230
West Branch Capital
Massachusetts
$4.47K +$4.47K +65 New
FFA
231
Farther Finance Advisors
California
$3.85K +$137 +2 +4%
GA
232
GoalVest Advisory
New York
$3.57K -$69 -1 -2%
EWA
233
EverSource Wealth Advisors
Alabama
$2.89K -$26.3K -383 -90%
PA
234
Parallel Advisors
California
$2.89K -$6.05K -88 -68%
IA
235
IFP Advisors
Florida
$2.82K – – –
HI
236
Harbour Investments
Wisconsin
$2.75K – – –
MPWT
237
MassMutual Private Wealth & Trust
Connecticut
$2.61K +$687 +10 +36%
LFA
238
LGT Financial Advisors
Texas
$2.41K +$2.41K +35 New
LC
239
Lindbrook Capital
California
$2.34K -$481 -7 -17%
Federated Hermes
240
Federated Hermes
Pennsylvania
$1.86K – – –
FMII
241
Farmers & Merchants Investments Inc
Nebraska
$1.24K -$137 -2 -10%
BIA
242
Bell Investment Advisors
California
$1.17K -$756 -11 -39%
Group One Trading
243
Group One Trading
Illinois
$1.03K +$1.03K +15 New
BF
244
BOK Financial
Oklahoma
$966 +$966 +15 New
GBT
245
Grove Bank & Trust
Florida
$825 +$825 +12 New
GI
246
Gradient Investments
Minnesota
$481 – – –
SIC
247
SJS Investment Consulting
Ohio
$344 – – –
AWM
248
Abound Wealth Management
Tennessee
$344 – – –
ECM
249
Everence Capital Management
Indiana
$314 – – –
GRP
250
Global Retirement Partners
California
$142 -$994 -14 -88%
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