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Forward Air
FWRD

Overview Fund Activity

275 hedge funds and large institutions have $2.64B invested in Forward Air in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 93 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+28
Holders Change %
+11.34%
% of All Funds
4.44%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
48
Increased
93
Reduced
93
Closed
17
Calls
$850K
Puts
$702K
Net Calls
+$148K
Net Calls Change
-$50K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$39.3M
2
Morgan Stanley
Morgan Stanley
New York
+$37.7M
3
VVP
Vulcan Value Partners
Alabama
+$23.8M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$20.6M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$13.8M

Top Sellers

1
AA
Ancora Advisors
Ohio
-$67.2M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$25.1M
3
Millennium Management
Millennium Management
New York
-$24.8M
4
ACH
ArrowMark Colorado Holdings
Colorado
-$19.7M
5
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
251
TCI Wealth Advisors
Arizona
$6.29K – – –
KFP
252
KB Financial Partners
New Jersey
$6K -$1.42K -14 -19%
FFA
253
Farther Finance Advisors
California
$5.66K +$5.66K +54 New
CIM
254
Contravisory Investment Management
Massachusetts
$5.14K – – –
BFEC
255
Benjamin F. Edwards & Company
Missouri
$5K – – –
LC
256
Lindbrook Capital
California
$4.72K +$524 +5 +13%
BIA
257
Bell Investment Advisors
California
$4.41K +$1.05K +10 +31%
GC
258
Globeflex Capital
California
$3.88K – – –
MPWT
259
MassMutual Private Wealth & Trust
Connecticut
$3K +$1.39K +12 +86%
AF
260
Allworth Financial
California
$2.52K +$1.05K +10 +71%
FMII
261
Farmers & Merchants Investments Inc
Nebraska
$2.1K +$210 +2 +11%
IA
262
IFP Advisors
Florida
$2K – – –
JWA
263
JFS Wealth Advisors
Pennsylvania
$1.99K – – –
GRP
264
Global Retirement Partners
California
$1.99K – – –
SC
265
Schubert & Co
Texas
$1.78K +$105 +1 +6%
HCP
266
Hexagon Capital Partners
Arkansas
$1.68K +$420 +4 +33%
EI
267
Ellevest Inc
New York
$1.57K -$10.4K -99 -87%
BAAM
268
Baker Avenue Asset Management
California
$1.36K +$1.36K +13 New
SWM
269
Spire Wealth Management
Virginia
$1K +$1K +12 New
MCM
270
Manchester Capital Management
Vermont
$944 – – –
SIC
271
SJS Investment Consulting
Ohio
$944 +$524 +5 +125%
AF
272
Advisornet Financial
Minnesota
$734 +$734 +7 New
DI
273
Disciplined Investments
Oklahoma
$629 – – –
ECM
274
Everence Capital Management
Indiana
$601 – – –
GTCM
275
Gyon Technologies Capital Management
New Jersey
$105 +$105 +1 New
8 9 10
11
12