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Forward Air
FWRD

191 hedge funds and large institutions have $636M invested in Forward Air in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 74 increasing their positions, 58 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

28% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 58

16.02% more ownership

Funds ownership: 110.32% → 126.34% (+16%)

15% less funds holding

Funds holding: 225 → 191 (-34)

28% less capital invested

Capital invested by funds: $882M → $636M (-$246M)

43% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 76

53% less call options, than puts

Call options by funds: $6.92M | Put options by funds: $14.8M

Holders
191
Holders Change
-34
Holders Change %
-15.11%
% of All Funds
2.76%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
43
Increased
74
Reduced
58
Closed
76
Calls
$6.92M
Puts
$14.8M
Net Calls
-$7.9M
Net Calls Change
+$13.2M

Top Buyers

Rank Fund Capital Flow
1
CCG
Clearlake Capital Group
California
+$56.7M
2
LC
Littlejohn & Co
Connecticut
+$46.3M
3
RPM
Ridgemont Partners Management
North Carolina
+$25M
4
ICM
Irenic Capital Management
New York
+$22.1M
5
AA
Ancora Advisors
Ohio
+$19.9M

Top Sellers

Rank Fund Capital Flow
1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$66.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$19M
3
Morgan Stanley
Morgan Stanley
New York
-$13.9M
4
Man Group
Man Group
United Kingdom
-$12.3M
5
Invesco
Invesco
Georgia
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
MLICM
251
Metropolitan Life Insurance Company (MetLife)
New York
– -$42.4K -1,363 Closed
KBC Group
252
KBC Group
Belgium
– -$22K -696 Closed
SOW
253
State of Wyoming
Wyoming
– -$20K -644 Closed
IA
254
IFP Advisors
Florida
– -$18.5K -595 Closed
RTC
255
Riverview Trust Company
Washington
– -$18.3K -589 Closed
HNB
256
Huntington National Bank
Ohio
– -$11.7K -375 Closed
FIM
257
Fernwood Investment Management
Massachusetts
– -$5.38K -173 Closed
PTC
258
Private Trust Company
Ohio
– -$4.29K -138 Closed
PWMG
259
Private Wealth Management Group
New Jersey
– -$2.27K -73 Closed
W
260
WealthCollab
Washington
– -$1.34K -43 Closed
GRP
261
Global Retirement Partners
California
– -$684 -22 Closed
PWMG
262
Prestige Wealth Management Group
New Jersey
– -$187 -6 Closed
AWM
263
Avior Wealth Management
Nebraska
– -$155 -5 Closed
AWM
264
Abound Wealth Management
Tennessee
– -$125 -4 Closed
DPW
265
DiNuzzo Private Wealth
Pennsylvania
– -$32 -1 Closed
SIC
266
SJS Investment Consulting
Ohio
– -$32 -1 Closed
TWP
267
TFO Wealth Partners
Ohio
– -$31 -1 Closed
7 8 9 10
11

FWRD Hedge Fund Activity: Q2 2024 in Review

191 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q2 2024, worth a combined $636M — down 28% from $882M a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of FWRD and 43 opened new positions — a net loss of 33 holders — while 58 trimmed existing stakes and 74 added.

The largest buyer was Clearlake Capital Group, adding an estimated $56.7M. The largest seller was Pacer Advisors, exiting entirely with an estimated $66.2M sold.

  • 191 institutional investors held Forward Air (FWRD) as of Q2 2024, down from 225 in Q1 2024.
  • Funds reported $636M of Forward Air stock for Q2 2024, down 28% quarter-over-quarter.
  • 43 funds opened new Forward Air positions in Q2 2024 and 76 closed out, a net change of -33 holders.
  • The largest Forward Air buyer in Q2 2024 was Clearlake Capital Group, an estimated $56.7M added.
  • The largest Forward Air seller in Q2 2024 was Pacer Advisors, an estimated $66.2M sold.

Based on aggregated 13F filings for Q2 2024.