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Forward Air
FWRD

142 hedge funds and large institutions have $1.28B invested in Forward Air in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 61 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 52

7% more capital invested

Capital invested by funds: $1.2B → $1.28B (+$83.2M)

5% less funds holding

Funds holding: 150 → 142 (-8)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $40K

Holders
142
Holders Change
-8
Holders Change %
-5.33%
% of All Funds
4.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
61
Reduced
52
Closed
18
Calls
–
Puts
$40K
Net Calls
-$40K
Net Calls Change
-$51K

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$10.1M
2
RRAM
River Road Asset Management
Kentucky
+$7.69M
3
BFA
BlackRock Fund Advisors
California
+$6.6M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.97M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$3.53M

Top Sellers

Rank Fund Capital Flow
1
KeyBank National Association
KeyBank National Association
Ohio
-$16.3M
2
CCM
Cadence Capital Management
Massachusetts
-$9.41M
3
TA
Teachers Advisors
New York
-$7.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.63M
5
FWIA
Fort Washington Investment Advisors
Ohio
-$4.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
26
Franklin Resources
California
$20.2M – – –
VOYA Investment Management
27
VOYA Investment Management
Georgia
$17.7M +$3.11M +81,500 +23%
RHJA
28
Rice Hall James & Associates
California
$12.9M -$1.23M -32,235 -9%
Deutsche Bank
29
Deutsche Bank
Germany
$12M +$10.1M +264,067 +817%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$11.3M +$3.53M +92,700 +49%
Norges Bank
31
Norges Bank
Norway
$11.2M +$1.03M +26,961 +11%
Renaissance Technologies
32
Renaissance Technologies
New York
$11M -$535K -14,032 -5%
MAA
33
Managed Account Advisors
New Jersey
$7.94M -$97.2K -2,552 -1%
RFC
34
Russell Frank Company
Washington
$7.5M +$1.1M +28,772 +18%
Citadel Advisors
35
Citadel Advisors
Florida
$7.21M +$4.97M +130,485 +271%
TCIM
36
TIAA CREF Investment Management
New York
$7.2M +$85.3K +2,239 +1%
Principal Financial Group
37
Principal Financial Group
Iowa
$7.09M +$212K +5,558 +3%
RCAMU
38
Rothschild & Co Asset Management US
Connecticut
$7.07M -$141K -3,707 -2%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$6.22M +$783K +20,538 +15%
New York State Teachers Retirement System (NYSTRS)
40
New York State Teachers Retirement System (NYSTRS)
New York
$4.85M -$95.3K -2,500 -2%
BIM
41
BlackRock Investment Management
Delaware
$4.07M +$212K +5,566 +6%
Prudential Financial
42
Prudential Financial
New Jersey
$3.83M +$36.2K +951 +1%
Charles Schwab
43
Charles Schwab
California
$3.58M +$193K +5,063 +6%
USAA
44
United Services Automobile Association
Texas
$3.28M +$103K +2,700 +3%
SCA
45
SAC Capital Advisors
Connecticut
$2.96M +$2.79M +73,300 New
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.95M +$610K +16,000 +28%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$2.93M +$95.3K +2,500 +4%
TC
48
TFS Capital
Pennsylvania
$2.92M -$497K -13,033 -15%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$2.8M +$438K +11,500 +20%
NTCOC
50
Northern Trust Company of Connecticut
Connecticut
$2.74M -$218K -5,721 -8%
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FWRD Hedge Fund Activity: Q3 2013 in Review

142 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q3 2013, worth a combined $1.28B — up 6.9% from $1.2B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FWRD and 11 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 61 added.

The largest buyer was Deutsche Bank, adding an estimated $10.1M. The largest seller was KeyBank National Association, cutting an estimated $16.3M.

  • 142 institutional investors held Forward Air (FWRD) as of Q3 2013, down from 150 in Q2 2013.
  • Funds reported $1.28B of Forward Air stock for Q3 2013, up 6.9% quarter-over-quarter.
  • 11 funds opened new Forward Air positions in Q3 2013 and 18 closed out, a net change of -7 holders.
  • The largest Forward Air buyer in Q3 2013 was Deutsche Bank, an estimated $10.1M added.
  • The largest Forward Air seller in Q3 2013 was KeyBank National Association, an estimated $16.3M sold.

Based on aggregated 13F filings for Q3 2013.