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Forward Air
FWRD

Overview Fund Activity

225 hedge funds and large institutions have $882M invested in Forward Air in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 94 increasing their positions, 62 reducing their positions, and 85 closing their positions.

Holders
225
Holders Change
-39
Holders Change %
-14.77%
% of All Funds
3.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
47
Increased
94
Reduced
62
Closed
85
Calls
$12.1M
Puts
$33.2M
Net Calls
-$21.1M
Net Calls Change
+$11.7M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$66.2M
2
CCG
2
Clearlake Capital Group
California
$33.5M
3
PMG
3
Private Management Group
California
$31M
4
Invesco
4
Invesco
Georgia
$25.5M
5
RPM
5
Ridgemont Partners Management
North Carolina
$21.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.1M
2
Norges Bank
2
Norges Bank
Norway
$0
3
SAM
3
Silvercrest Asset Management
New York
$407K
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
301
Larson Financial Group
Missouri
– -$7.29K -116 Closed
MHR
302
Matthew Hamilton Rosenberg
– -$6.29K -100 Closed
WBC
303
West Branch Capital
Massachusetts
– -$4.09K -65 Closed
HI
304
Harbour Investments
Wisconsin
– -$2.52K -40 Closed
LFA
305
LGT Financial Advisors
Texas
– -$2.2K -35 Closed
BTI
306
Blue Trust Inc
Georgia
– -$2K -29 Closed
JWA
307
JFS Wealth Advisors
Pennsylvania
– -$1.07K -17 Closed
GI
308
Gradient Investments
Minnesota
– -$440 -7 Closed
CJ
309
Caitlin John
Michigan
– -$63 -1 Closed
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