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Forward Air

264 hedge funds and large institutions have $1.67B invested in Forward Air in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 92 increasing their positions, 87 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+13
Holders Change %
+5.18%
% of All Funds
3.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
54
Increased
92
Reduced
87
Closed
37
Calls
$16.7M
Puts
$49.5M
Net Calls
-$32.7M
Net Calls Change
+$9.35M
Name Holding Trade Value Shares
Change
Shares
Change %
SVCP
226
Silicon Valley Capital Partners
California
$15.7K +$15.7K +250 New
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$14K -$26.7K -439 -66%
AF
228
Allworth Financial
California
$12.6K -$1.38K -22 -10%
FHA
229
First Horizon Advisors
Tennessee
$12.1K
UB
230
UMB Bank
Missouri
$10.2K
QCG
231
Quadrant Capital Group
Ohio
$10.1K -$8.61K -137 -46%
FFA
232
Farther Finance Advisors
California
$8.68K +$5.16K +82 +146%
LFG
233
Larson Financial Group
Missouri
$7.29K
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$6.92K -$1.57K -25 -19%
MHR
235
Matthew Hamilton Rosenberg
$6.29K
PTC
236
Private Trust Company
Ohio
$5.34K +$5.34K +85 New
S
237
SignatureFD
Georgia
$5.26K -$54.1K -864 -91%
GI
238
GAMMA Investing
California
$5.23K +$5.23K +118 New
ME
239
McIlrath & Eck
Washington
$4.4K
WBC
240
West Branch Capital
Massachusetts
$4.09K
PS
241
Principal Securities
Iowa
$4.09K +$4.09K +65 New
EWA
242
EverSource Wealth Advisors
Alabama
$3.02K +$377 +6 +14%
HI
243
Harbour Investments
Wisconsin
$2.52K
LFA
244
LGT Financial Advisors
Texas
$2.2K
BTI
245
Blue Trust Inc
Georgia
$2K -$1.79K -26 -47%
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$1.57K -$817 -13 -34%
NA
247
NewEdge Advisors
Louisiana
$1.26K +$1.26K +20 New
GRP
248
Global Retirement Partners
California
$1.18K +$1.07K +20 +1,000%
FMII
249
Farmers & Merchants Investments Inc
Nebraska
$1.13K
PA
250
Parallel Advisors
California
$1.07K -$1.57K -25 -60%