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Forward Air
FWRD

182 hedge funds and large institutions have $1.29B invested in Forward Air in 2016 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 76 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

31% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 58

6% more funds holding

Funds holding: 172 → 182 (+10)

3% less capital invested

Capital invested by funds: $1.34B → $1.29B (-$45M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
182
Holders Change
+10
Holders Change %
+5.81%
% of All Funds
4.86%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
22
Increased
76
Reduced
58
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Nordea Investment Management
Nordea Investment Management
Sweden
+$13.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$8.57M
3
Victory Capital Management
Victory Capital Management
Texas
+$5.93M
4
BFA
BlackRock Fund Advisors
California
+$5.77M
5
ACH
ArrowMark Colorado Holdings
Colorado
+$5.72M

Top Sellers

Rank Fund Capital Flow
1
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
-$22.8M
2
Franklin Resources
Franklin Resources
California
-$22.3M
3
DCM
Daruma Capital Management
New York
-$17.9M
4
RA
Royce & Associates
New York
-$11.5M
5
CCM
Coe Capital Management
Illinois
-$4.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$10.2M -$2.76M -60,682 -20%
TCM
27
Tributary Capital Management
Nebraska
$10.1M +$2.78M +61,094 +36%
Ameriprise
28
Ameriprise
Minnesota
$10M +$1.12M +24,551 +12%
Norges Bank
29
Norges Bank
Norway
$9.93M – – –
Principal Financial Group
30
Principal Financial Group
Iowa
$9.82M +$581K +12,790 +6%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$9.62M +$227K +5,003 +2%
Morgan Stanley
32
Morgan Stanley
New York
$7M +$5.21M +114,744 +244%
Millennium Management
33
Millennium Management
New York
$6.95M +$5.33M +117,411 +272%
BA
34
BlackRock Advisors
Delaware
$6.94M +$279K +6,132 +4%
Charles Schwab
35
Charles Schwab
California
$6.47M +$479K +10,549 +8%
Renaissance Technologies
36
Renaissance Technologies
New York
$5.87M +$3.09M +67,934 +100%
BIM
37
BlackRock Investment Management
Delaware
$5.31M -$161K -3,542 -3%
Bank of America
38
Bank of America
North Carolina
$5.21M +$16.2K +357 +0.3%
Wells Fargo
39
Wells Fargo
California
$5.16M +$1.2M +26,491 +29%
USAA
40
United Services Automobile Association
Texas
$4.89M +$624K +13,740 +14%
CAM
41
Cortina Asset Management
Wisconsin
$4.79M -$518K -11,403 -9%
PPA
42
Parametric Portfolio Associates
Washington
$4.31M -$145K -3,198 -3%
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$4.22M – – –
ACM
44
American Capital Management
New York
$3.72M +$3.91M +85,965 New
DIA
45
Dean Investment Associates
Ohio
$3.23M +$3.39M +74,695 New
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$3.18M -$68.1K -1,500 -2%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$3.08M +$1.18M +25,972 +58%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$2.79M +$224K +4,937 +8%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$2.73M +$27.3K +600 +1%
SB
50
Suntrust Banks
Georgia
$2.69M – – –
1
2
3 4 5

FWRD Hedge Fund Activity: Q3 2016 in Review

182 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q3 2016, worth a combined $1.29B — down 3.4% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FWRD positions and 11 closed out — a net gain of 11 holders — while 76 added to existing stakes and 58 trimmed.

The largest buyer was Nordea Investment Management, opening a new position worth an estimated $13.8M. The largest seller was Mesirow Financial Investment Management - Fixed Income, exiting entirely with an estimated $22.8M sold.

  • 182 institutional investors held Forward Air (FWRD) as of Q3 2016, up from 172 in Q2 2016.
  • Funds reported $1.29B of Forward Air stock for Q3 2016, down 3.4% quarter-over-quarter.
  • 22 funds opened new Forward Air positions in Q3 2016 and 11 closed out, a net change of +11 holders.
  • The largest Forward Air buyer in Q3 2016 was Nordea Investment Management, an estimated $13.8M added.
  • The largest Forward Air seller in Q3 2016 was Mesirow Financial Investment Management - Fixed Income, an estimated $22.8M sold.

Based on aggregated 13F filings for Q3 2016.