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Forward Air
FWRD

Overview Fund Activity

225 hedge funds and large institutions have $882M invested in Forward Air in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 94 increasing their positions, 62 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-39
Holders Change %
-14.77%
% of All Funds
3.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
47
Increased
94
Reduced
62
Closed
85
Calls
$12.1M
Puts
$33.2M
Net Calls
-$21.1M
Net Calls Change
+$11.7M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$66.2M
2
CCG
Clearlake Capital Group
California
$33.5M
3
PMG
Private Management Group
California
$31M
4
Invesco
Invesco
Georgia
$25.5M
5
RPM
Ridgemont Partners Management
North Carolina
$21.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$47.1M
2
Norges Bank
Norges Bank
Norway
$0
3
SAM
Silvercrest Asset Management
New York
$407K
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
226
TFO Wealth Partners
Ohio
$31 – – –
Norges Bank
227
Norges Bank
Norway
– -$43.3M -688,425 Closed
Jacobs Levy Equity Management
228
Jacobs Levy Equity Management
New Jersey
– -$28M -445,451 Closed
Schroder Investment Management Group
229
Schroder Investment Management Group
United Kingdom
– -$25.8M -410,664 Closed
RRAM
230
River Road Asset Management
Kentucky
– -$25.1M -398,619 Closed
PSAMP
231
P. Schoenfeld Asset Management (PSAM)
New York
– -$24.4M -387,348 Closed
BTW
232
Boston Trust Walden
Massachusetts
– -$18.8M -299,755 Closed
PCM
233
Penn Capital Management
Pennsylvania
– -$11M -174,172 Closed
Hotchkis & Wiley Capital Management
234
Hotchkis & Wiley Capital Management
California
– -$10.7M -169,630 Closed
CCP
235
Clifford Capital Partners
Utah
– -$9.09M -144,601 Closed
AA
236
Ancora Advisors
Ohio
– -$7.96M -126,553 Closed
CVA
237
Ceredex Value Advisors
Florida
– -$7.53M -119,701 Closed
SI
238
Scout Investments
Missouri
– -$5.96M -94,817 Closed
AA
239
AQR Arbitrage
Connecticut
– -$5.25M -83,536 Closed
EP
240
Edgestream Partners
New Jersey
– -$3.64M -57,964 Closed
TC
241
TwinBeech Capital
New York
– -$3.62M -57,594 Closed
SSA
242
Schonfeld Strategic Advisors
New York
– -$3.51M -55,766 Closed
EMFAT
243
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$3.05M -48,588 Closed
RWM
244
RBA Wealth Management
California
– -$2.7M -42,981 Closed
State of New Jersey Common Pension Fund D
245
State of New Jersey Common Pension Fund D
New Jersey
– -$2.48M -39,391 Closed
PP
246
PDT Partners
New York
– -$2.47M -39,351 Closed
SBH
247
Segall Bryant & Hamill
Illinois
– -$2.18M -34,635 Closed
National Bank of Canada
248
National Bank of Canada
Quebec, Canada
– -$1.98M -31,900 Closed
Holocene Advisors
249
Holocene Advisors
New York
– -$1.45M -23,045 Closed
TD Asset Management
250
TD Asset Management
Ontario, Canada
– -$1.22M -19,400 Closed
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