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Forward Air
FWRD

Overview Fund Activity

264 hedge funds and large institutions have $1.67B invested in Forward Air in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 92 increasing their positions, 87 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+13
Holders Change %
+5.18%
% of All Funds
3.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
54
Increased
92
Reduced
87
Closed
37
Calls
$16.7M
Puts
$49.5M
Net Calls
-$32.7M
Net Calls Change
+$9.35M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$193M
2
Norges Bank
2
Norges Bank
Norway
$43.3M
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$40.6M
4
ECM
4
ExodusPoint Capital Management
New York
$13.1M
5
Millennium Management
5
Millennium Management
New York
$28.9M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$0
2
AA
2
Ancora Advisors
Ohio
$7.96M
3
UBS Group
3
UBS Group
Switzerland
$6.39M
4
Ameriprise
4
Ameriprise
Minnesota
$9.69M
5
Bank of America
5
Bank of America
North Carolina
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
251
Bell Investment Advisors
California
$1.07K – – –
JWA
252
JFS Wealth Advisors
Pennsylvania
$1.07K +$943 +15 +750%
PWMG
253
Private Wealth Management Group
New Jersey
$944 +$944 +15 New
LC
254
Lindbrook Capital
California
$880 -$1.26K -20 -59%
GI
255
Gradient Investments
Minnesota
$440 – – –
SIC
256
SJS Investment Consulting
Ohio
$378 +$63 +1 +20%
DPW
257
DiNuzzo Private Wealth
Pennsylvania
$315 +$315 +5 New
AWM
258
Abound Wealth Management
Tennessee
$252 -$63 -1 -20%
AF
259
Advisornet Financial
Minnesota
$189 +$189 +3 New
PFBT
260
Parkside Financial Bank & Trust
Missouri
$126 -$5.86K -93 -98%
TWP
261
TFO Wealth Partners
Ohio
$63 – – –
CJ
262
Caitlin John
Michigan
$63 +$63 +1 New
Assenagon Asset Management
263
Assenagon Asset Management
Luxembourg
– -$49.9M -726,538 Closed
WMSA
264
Weiss Multi-Strategy Advisers
New York
– -$10.3M -150,000 Closed
Neuberger Berman Group
265
Neuberger Berman Group
New York
– -$9.76M -141,947 Closed
CCPM
266
Cooper Creek Partners Management
New York
– -$5.05M -73,453 Closed
SCM
267
SG Capital Management
Illinois
– -$4.96M -72,103 Closed
AACP
268
Advantage Alpha Capital Partners
California
– -$4.67M -67,891 Closed
SG Americas Securities
269
SG Americas Securities
New York
– -$2.04M -29,731 Closed
SAM
270
Scopus Asset Management
New York
– -$1.72M -25,000 Closed
Natixis Advisors
271
Natixis Advisors
Massachusetts
– -$1.57M -22,768 Closed
FG
272
Formula Growth
Quebec, Canada
– -$1.2M -17,500 Closed
First Trust Advisors
273
First Trust Advisors
Illinois
– -$1.2M -17,425 Closed
GCP
274
GSA Capital Partners
United Kingdom
– -$1.16M -16,885 Closed
MPEM
275
Marathon Partners Equity Management
New York
– -$859K -12,500 Closed
8 9 10
11
12