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Forward Air
FWRD

246 hedge funds and large institutions have $2.46B invested in Forward Air in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 89 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

1.68% more ownership

Funds ownership: 97.81% → 99.48% (+1.7%)

7% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 89

0% more funds holding

Funds holding: 246 → 246 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $2.57B → $2.46B (-$109M)

Holders
246
Holders Change
–
Holders Change %
0%
% of All Funds
4.14%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
95
Reduced
89
Closed
24
Calls
$634K
Puts
–
Net Calls
+$634K
Net Calls Change
+$861K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$28.4M
2
Deutsche Bank
Deutsche Bank
Germany
+$23.6M
3
Victory Capital Management
Victory Capital Management
Texas
+$12.7M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$12.3M
5
WMSA
Weiss Multi-Strategy Advisers
New York
+$11.7M

Top Sellers

Rank Fund Capital Flow
1
DCM
Driehaus Capital Management
Illinois
-$22.1M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$10.5M
3
BlackRock
BlackRock
New York
-$6.02M
4
Man Group
Man Group
United Kingdom
-$5.61M
5
State Street
State Street
Massachusetts
-$4.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
Verition Fund Management
251
Verition Fund Management
Connecticut
– -$639K -6,530 Closed
HMS
252
Hanseatic Management Services
New Mexico
– -$536K -5,482 Closed
PP
253
Paloma Partners
Connecticut
– -$491K -5,018 Closed
FI
254
Fractal Investments
Connecticut
– -$293K -3,001 Closed
MM
255
MQS Management
New York
– -$282K -2,884 Closed
PA
256
Profund Advisors
Maryland
– -$219K -2,242 Closed
CFCI
257
Comprehensive Financial Consultants Institutional
Indiana
– -$216K -2,171 Closed
GT
258
Glenmede Trust
Pennsylvania
– -$208K -2,136 Closed
BG
259
Bollard Group
Massachusetts
– -$118K -1,210 Closed
PI
260
PEAK6 Investments
Illinois
– -$53.4K -576 Closed
FMP
261
Financial Management Professionals
Texas
– -$48K -491 Closed
DFCM
262
Dark Forest Capital Management
Puerto Rico
– -$38K -410 -100%
MAM
263
Meeder Asset Management
Ohio
– -$14K -141 Closed
GAM
264
Gemmer Asset Management
California
– -$5K -56 Closed
TFO
265
Tarbox Family Office
California
– -$5K -48 Closed
LAS
266
Lloyd Advisory Services
Georgia
– -$3K -26 Closed
FPS
267
Fieldpoint Private Securities
Connecticut
– -$1K -15 Closed
CI
268
Cordant Inc
Oregon
– -$1K -11 Closed
AF
269
Allworth Financial
California
– +$278 +3 +150%
7 8 9 10
11

FWRD Hedge Fund Activity: Q2 2022 in Review

246 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q2 2022, worth a combined $2.46B — down 4.2% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FWRD positions and 24 closed out — a net gain of 5 holders — while 95 added to existing stakes and 89 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.4M. The largest seller was Driehaus Capital Management, cutting an estimated $22.1M.

  • 246 institutional investors held Forward Air (FWRD) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $2.46B of Forward Air stock for Q2 2022, down 4.2% quarter-over-quarter.
  • 29 funds opened new Forward Air positions in Q2 2022 and 24 closed out, a net change of +5 holders.
  • The largest Forward Air buyer in Q2 2022 was Morgan Stanley, an estimated $28.4M added.
  • The largest Forward Air seller in Q2 2022 was Driehaus Capital Management, an estimated $22.1M sold.

Based on aggregated 13F filings for Q2 2022.