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Forward Air
FWRD

166 hedge funds and large institutions have $1.45B invested in Forward Air in 2014 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 4

15% more funds holding

Funds holding: 144 → 166 (+22)

7% more capital invested

Capital invested by funds: $1.36B → $1.45B (+$92.9M)

8% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 53

Holders
166
Holders Change
+22
Holders Change %
+15.28%
% of All Funds
4.79%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
27
Increased
57
Reduced
53
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$7.28M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$6.57M
3
SCM
SG Capital Management
Illinois
+$5.72M
4
Morgan Stanley
Morgan Stanley
New York
+$4.3M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.67M

Top Sellers

Rank Fund Capital Flow
1
CWAM
Columbia Wanger Asset Management
Illinois
-$15.3M
2
Ameriprise
Ameriprise
Minnesota
-$5.59M
3
Victory Capital Management
Victory Capital Management
Texas
-$3.51M
4
Goldman Sachs
Goldman Sachs
New York
-$2.41M
5
CM
CS McKee
Pennsylvania
-$2.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
26
VOYA Investment Management
Georgia
$18.4M -$1.31M -29,700 -7%
RHJA
27
Rice Hall James & Associates
California
$18.4M -$707K -15,989 -4%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$17.1M -$27.9K -632 -0.2%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$14.6M +$1.53M +34,600 +12%
Renaissance Technologies
30
Renaissance Technologies
New York
$14M +$3.67M +83,139 +38%
Norges Bank
31
Norges Bank
Norway
$12.8M – – –
SCM
32
SG Capital Management
Illinois
$11.7M +$5.72M +129,456 +104%
RFC
33
Russell Frank Company
Washington
$11.3M +$2.12M +48,033 +24%
Principal Financial Group
34
Principal Financial Group
Iowa
$9.03M +$331K +7,480 +4%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$8.44M +$432K +9,768 +6%
MAA
36
Managed Account Advisors
New Jersey
$8.16M -$293K -6,629 -4%
TCIM
37
TIAA CREF Investment Management
New York
$7.89M -$310K -7,010 -4%
RCAMU
38
Rothschild & Co Asset Management US
Connecticut
$7.3M -$394K -8,925 -5%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$6.85M +$6.57M +148,651 New
PIM
40
Profit Investment Management
Maryland
$6.47M – – –
New York State Teachers Retirement System (NYSTRS)
41
New York State Teachers Retirement System (NYSTRS)
New York
$5.24M -$186K -4,200 -4%
Morgan Stanley
42
Morgan Stanley
New York
$5.13M +$4.3M +97,234 +698%
BIM
43
BlackRock Investment Management
Delaware
$4.62M +$30K +679 +0.7%
Charles Schwab
44
Charles Schwab
California
$4.58M +$385K +8,718 +10%
Prudential Financial
45
Prudential Financial
New Jersey
$4.34M -$8.84K -200 -0.2%
USAA
46
United Services Automobile Association
Texas
$3.98M +$212K +4,800 +6%
TCM
47
Tributary Capital Management
Nebraska
$3.71M +$2.92M +65,969 +454%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$3.59M +$84K +1,900 +2%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$3.35M – – –
ACM
50
American Capital Management
New York
$2.96M +$155K +3,500 +6%
1
2
3 4 5

FWRD Hedge Fund Activity: Q1 2014 in Review

166 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q1 2014, worth a combined $1.45B — up 6.8% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FWRD positions and 4 closed out — a net gain of 23 holders — while 57 added to existing stakes and 53 trimmed.

The largest buyer was Invesco, adding an estimated $7.28M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $15.3M.

  • 166 institutional investors held Forward Air (FWRD) as of Q1 2014, up from 144 in Q4 2013.
  • Funds reported $1.45B of Forward Air stock for Q1 2014, up 6.8% quarter-over-quarter.
  • 27 funds opened new Forward Air positions in Q1 2014 and 4 closed out, a net change of +23 holders.
  • The largest Forward Air buyer in Q1 2014 was Invesco, an estimated $7.28M added.
  • The largest Forward Air seller in Q1 2014 was Columbia Wanger Asset Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2014.