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Forward Air
FWRD

144 hedge funds and large institutions have $1.36B invested in Forward Air in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $1.28B → $1.36B (+$75.7M)

1% more funds holding

Funds holding: 142 → 144 (+2)

4% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 54

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $44K

Holders
144
Holders Change
+2
Holders Change %
+1.41%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
52
Reduced
54
Closed
9
Calls
–
Puts
$44K
Net Calls
-$44K
Net Calls Change
-$4K

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$5.97M
2
SCM
SG Capital Management
Illinois
+$5.2M
3
RHJA
Rice Hall James & Associates
California
+$3.96M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.42M
5
RP
Riverbridge Partners
Minnesota
+$3.35M

Top Sellers

Rank Fund Capital Flow
1
CM
CS McKee
Pennsylvania
-$14.3M
2
Citadel Advisors
Citadel Advisors
Florida
-$6.73M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.5M
4
TC
TFS Capital
Pennsylvania
-$2.47M
5
SCA
SAC Capital Advisors
Connecticut
-$2.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
26
VOYA Investment Management
Georgia
$18.8M -$379K -9,100 -2%
RHJA
27
Rice Hall James & Associates
California
$18.2M +$3.96M +95,075 +30%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$16.3M -$5.5M -131,989 -26%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$12.4M +$54.1K +1,300 +0.5%
Norges Bank
30
Norges Bank
Norway
$12.2M – – –
Renaissance Technologies
31
Renaissance Technologies
New York
$9.65M -$2.23M -53,539 -20%
RFC
32
Russell Frank Company
Washington
$8.59M +$462K +11,106 +6%
Principal Financial Group
33
Principal Financial Group
Iowa
$8.27M +$528K +12,681 +7%
MAA
34
Managed Account Advisors
New Jersey
$8.06M -$553K -13,281 -7%
TCIM
35
TIAA CREF Investment Management
New York
$7.83M -$6.83K -164 -0.1%
Geode Capital Management
36
Geode Capital Management
Massachusetts
$7.61M +$802K +19,255 +12%
RCAMU
37
Rothschild & Co Asset Management US
Connecticut
$7.34M -$344K -8,253 -5%
PIM
38
Profit Investment Management
Maryland
$6.16M – – –
SCM
39
SG Capital Management
Illinois
$5.49M +$5.2M +124,986 New
New York State Teachers Retirement System (NYSTRS)
40
New York State Teachers Retirement System (NYSTRS)
New York
$5.17M -$104K -2,500 -2%
BIM
41
BlackRock Investment Management
Delaware
$4.37M -$52.7K -1,266 -1%
Prudential Financial
42
Prudential Financial
New Jersey
$4.14M -$27.9K -670 -0.7%
Charles Schwab
43
Charles Schwab
California
$3.97M +$142K +3,405 +4%
CCM
44
Coe Capital Management
Illinois
$3.7M +$1.29M +30,995 +58%
USAA
45
United Services Automobile Association
Texas
$3.57M – – –
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$3.39M +$305K +7,329 +11%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.27M +$62.5K +1,500 +2%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$3.19M – – –
Comerica Bank
49
Comerica Bank
Texas
$2.86M +$1.24M +29,695 +84%
NTCOC
50
Northern Trust Company of Connecticut
Connecticut
$2.67M -$292K -7,023 -10%
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FWRD Hedge Fund Activity: Q4 2013 in Review

144 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2013, worth a combined $1.36B — up 5.9% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FWRD positions and 9 closed out — a net gain of 3 holders — while 52 added to existing stakes and 54 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $5.97M. The largest seller was CS McKee, cutting an estimated $14.3M.

  • 144 institutional investors held Forward Air (FWRD) as of Q4 2013, up from 142 in Q3 2013.
  • Funds reported $1.36B of Forward Air stock for Q4 2013, up 5.9% quarter-over-quarter.
  • 12 funds opened new Forward Air positions in Q4 2013 and 9 closed out, a net change of +3 holders.
  • The largest Forward Air buyer in Q4 2013 was Deutsche Bank, an estimated $5.97M added.
  • The largest Forward Air seller in Q4 2013 was CS McKee, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2013.