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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 %
Connor, Clark & Lunn Investment Management (CC&L)
276
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$841K -12,241 Closed
VAM
277
Vazirani Asset Management
New York
– -$687K -10,000 Closed
Aviva
278
Aviva
United Kingdom
– -$598K -8,706 Closed
Capstone Investment Advisors
279
Capstone Investment Advisors
New York
– -$585K -8,513 Closed
AG
280
Algert Global
California
– -$558K -8,120 Closed
TCM
281
Teza Capital Management
Illinois
– -$506K -7,354 Closed
DFCM
282
Dark Forest Capital Management
Puerto Rico
– -$502K -7,297 Closed
MAM
283
Martingale Asset Management
Massachusetts
– -$447K -6,500 Closed
Balyasny Asset Management
284
Balyasny Asset Management
Illinois
– -$308K -4,485 Closed
XT
285
XTX Topco
Cayman Islands
– -$256K -3,731 Closed
SAG
286
SageView Advisory Group
California
– -$236K -3,437 Closed
GC
287
Guggenheim Capital
Illinois
– -$233K -3,389 Closed
AQR Capital Management
288
AQR Capital Management
Connecticut
– -$232K -3,373 Closed
QCM
289
QRG Capital Management
Illinois
– -$231K -3,363 Closed
PI
290
PEAK6 Investments
Illinois
– -$168K -2,450 Closed
BAM
291
Byrne Asset Management
New Jersey
– -$19K -280 Closed
CAS
292
Coppell Advisory Solutions
Texas
– -$20.3K -194 Closed
CIM
293
Contravisory Investment Management
Massachusetts
– -$10K -146 Closed
BAAM
294
Baker Avenue Asset Management
California
– -$7.36K -107 Closed
GA
295
GoalVest Advisory
New York
– -$3.57K -52 Closed
IA
296
IFP Advisors
Florida
– -$2.82K -41 Closed
Federated Hermes
297
Federated Hermes
Pennsylvania
– -$1.86K -27 Closed
BF
298
BOK Financial
Oklahoma
– -$966 -15 Closed
GBT
299
Grove Bank & Trust
Florida
– -$825 -12 Closed
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