Forward Air
FWRD
210 hedge funds and large institutions have $1.07B invested in Forward Air in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 66 increasing their positions, 62 reducing their positions, and 36 closing their positions.
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
11% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 36
6% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 62
1% more funds holding
Funds holding: 208 → 210 (+2)
4.45% less ownership
Funds ownership: 119% → 114.55% (-4.5%)
8% less capital invested
Capital invested by funds: $1.17B → $1.07B (-$96.8M)
15% less call options, than puts
Call options by funds: $22.4M | Put options by funds: $26.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$15M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$13.8M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$12.1M |
| 4 |
GAM
Goldentree Asset Management
New York
|
+$10.8M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$9.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Scopus Asset Management
New York
|
-$46M |
| 2 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
-$13.9M |
| 3 |
JP Morgan Chase
New York
|
-$8.13M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$6.98M |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$5.96M |
FWRD Hedge Fund Activity: Q4 2024 in Review
210 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2024, worth a combined $1.07B — down 8.3% from $1.17B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new FWRD positions and 36 closed out — a net gain of 4 holders — while 66 added to existing stakes and 62 trimmed.
The largest buyer was Point72 Asset Management, adding an estimated $15M. The largest seller was Scopus Asset Management, exiting entirely with an estimated $46M sold.
- 210 institutional investors held Forward Air (FWRD) as of Q4 2024, up from 208 in Q3 2024.
- Funds reported $1.07B of Forward Air stock for Q4 2024, down 8.3% quarter-over-quarter.
- 40 funds opened new Forward Air positions in Q4 2024 and 36 closed out, a net change of +4 holders.
- The largest Forward Air buyer in Q4 2024 was Point72 Asset Management, an estimated $15M added.
- The largest Forward Air seller in Q4 2024 was Scopus Asset Management, an estimated $46M sold.
Based on aggregated 13F filings for Q4 2024.