Forward Air
FWRD
246 hedge funds and large institutions have $2.57B invested in Forward Air in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 97 reducing their positions, and 26 closing their positions.
27% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 26
3% more funds holding
Funds holding: 240 → 246 (+6)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.04% less ownership
Funds ownership: 97.84% → 97.81% (-0.04%)
12% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 97
19% less capital invested
Capital invested by funds: $3.19B → $2.57B (-$618M)
31% less call options, than puts
Call options by funds: $498K | Put options by funds: $725K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$20.6M |
| 2 |
State Street
Boston,
Massachusetts
|
+$7.61M |
| 3 |
Renaissance Technologies
New York
|
+$6.66M |
| 4 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$5.71M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$5.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$14.6M |
| 2 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$12.5M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$11.7M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$9.74M |
| 5 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$7.34M |
FWRD Hedge Fund Activity: Q1 2022 in Review
246 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q1 2022, worth a combined $2.57B — down 19% from $3.19B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new FWRD positions and 26 closed out — a net gain of 7 holders — while 85 added to existing stakes and 97 trimmed.
The largest buyer was Royce & Associates, adding an estimated $20.6M. The largest seller was Ancora Advisors, cutting an estimated $14.6M.
- 246 institutional investors held Forward Air (FWRD) as of Q1 2022, up from 240 in Q4 2021.
- Funds reported $2.57B of Forward Air stock for Q1 2022, down 19% quarter-over-quarter.
- 33 funds opened new Forward Air positions in Q1 2022 and 26 closed out, a net change of +7 holders.
- The largest Forward Air buyer in Q1 2022 was Royce & Associates, an estimated $20.6M added.
- The largest Forward Air seller in Q1 2022 was Ancora Advisors, an estimated $14.6M sold.
Based on aggregated 13F filings for Q1 2022.