Forward Air
FWRD
237 hedge funds and large institutions have $1.91B invested in Forward Air in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 82 reducing their positions, and 19 closing their positions.
105% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 19
9% more capital invested
Capital invested by funds: $1.74B → $1.91B (+$165M)
6% more funds holding
Funds holding: 223 → 237 (+14)
0.31% more ownership
Funds ownership: 96.77% → 97.08% (+0.31%)
6% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 82
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$14.1M |
| 2 |
ClearBridge Investments
New York
|
+$8.75M |
| 3 |
Man Group
London,
United Kingdom
|
+$7.43M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.77M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$5.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Scopus Asset Management
New York
|
-$22.7M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$8.27M |
| 3 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
-$7.12M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$6.51M |
| 5 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$5.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VVP
251
Vulcan Value Partners
Birmingham,
Alabama
| – | -$29K | -460 | Closed |
|
252
Rockefeller Capital Management
New York
| – | -$9K | -136 | Closed |
|
253
Twin Tree Management
Dallas,
Texas
| – | -$6K | -94 | Closed |
|
|
AIC
254
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$1K | -20 | Closed |
|
|
GWS
255
Glassman Wealth Services
Vienna,
Virginia
| – | +$203 | +3 | New |
|
FWRD Hedge Fund Activity: Q4 2019 in Review
237 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2019, worth a combined $1.91B — up 9.5% from $1.74B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new FWRD positions and 19 closed out — a net gain of 20 holders — while 77 added to existing stakes and 82 trimmed.
The largest buyer was Millennium Management, adding an estimated $14.1M. The largest seller was Scopus Asset Management, cutting an estimated $22.7M.
- 237 institutional investors held Forward Air (FWRD) as of Q4 2019, up from 223 in Q3 2019.
- Funds reported $1.91B of Forward Air stock for Q4 2019, up 9.5% quarter-over-quarter.
- 39 funds opened new Forward Air positions in Q4 2019 and 19 closed out, a net change of +20 holders.
- The largest Forward Air buyer in Q4 2019 was Millennium Management, an estimated $14.1M added.
- The largest Forward Air seller in Q4 2019 was Scopus Asset Management, an estimated $22.7M sold.
Based on aggregated 13F filings for Q4 2019.