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Forward Air
FWRD

172 hedge funds and large institutions have $1.42B invested in Forward Air in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

97.96% more ownership

Funds ownership: 0% → 97.96% (+98%)

10% more capital invested

Capital invested by funds: $1.29B → $1.42B (+$124M)

8% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 62

5% less funds holding

Funds holding: 182 → 172 (-10)

31% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 26

Holders
172
Holders Change
-10
Holders Change %
-5.49%
% of All Funds
4.3%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
18
Increased
67
Reduced
62
Closed
26
Calls
$308K
Puts
–
Net Calls
+$308K
Net Calls Change
+$308K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$13.3M
2
DCM
Daruma Capital Management
New York
+$13.2M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$13.1M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$12.5M
5
Victory Capital Management
Victory Capital Management
Texas
+$8.71M

Top Sellers

1
RP
Riverbridge Partners
Minnesota
-$18.9M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$11.2M
3
Goldman Sachs
Goldman Sachs
New York
-$10M
4
RA
Royce & Associates
New York
-$8.37M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$7.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
Norges Bank
26
Norges Bank
Norway
$12M +$595K +13,000 +5%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$11.2M +$664K +14,514 +7%
Principal Financial Group
28
Principal Financial Group
Iowa
$11.1M +$355K +7,753 +3%
BA
29
BlackRock Advisors
Delaware
$8.3M +$673K +14,708 +9%
Charles Schwab
30
Charles Schwab
California
$7.57M +$465K +10,157 +7%
Bank of America
31
Bank of America
North Carolina
$7.31M +$1.54M +33,713 +28%
BIM
32
BlackRock Investment Management
Delaware
$7.13M +$1.26M +27,600 +22%
Wells Fargo
33
Wells Fargo
California
$6.39M +$716K +15,645 +13%
Nordea Investment Management
34
Nordea Investment Management
Sweden
$6.32M -$7.83M -171,167 -56%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$6.18M +$5.92M +129,366 New
USAA
36
United Services Automobile Association
Texas
$5.79M +$418K +9,130 +8%
TCIM
37
TIAA CREF Investment Management
New York
$5.71M +$31K +678 +0.6%
Morgan Stanley
38
Morgan Stanley
New York
$5.48M -$2.11M -46,089 -29%
CAM
39
Cortina Asset Management
Wisconsin
$5.28M +$33.2K +725 +0.7%
JP Morgan Chase
40
JP Morgan Chase
New York
$4.66M +$1.92M +41,921 +74%
New York State Teachers Retirement System (NYSTRS)
41
New York State Teachers Retirement System (NYSTRS)
New York
$4.62M – – –
Deutsche Bank
42
Deutsche Bank
Germany
$4.46M -$6.5M -141,975 -60%
MAM
43
Martingale Asset Management
Massachusetts
$3.86M +$897K +19,616 +32%
ACM
44
American Capital Management
New York
$3.53M -$520K -11,370 -13%
BG
45
BlackRock Group
United Kingdom
$3.23M +$988K +21,595 +46%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$3.21M -$152K -3,330 -5%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$3.13M +$74.1K +1,619 +3%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$2.91M -$73.2K -1,600 -3%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$2.91M -$551K -12,044 -16%
Comerica Bank
50
Comerica Bank
Texas
$2.85M +$1.22M +26,715 +86%
1
2
3 4 5

FWRD Hedge Fund Activity: Q4 2016 in Review

172 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2016, worth a combined $1.42B — up 9.6% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FWRD and 18 opened new positions — a net loss of 8 holders — while 62 trimmed existing stakes and 67 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $13.3M. The largest seller was Riverbridge Partners, exiting entirely with an estimated $18.9M sold.

  • 172 institutional investors held Forward Air (FWRD) as of Q4 2016, down from 182 in Q3 2016.
  • Funds reported $1.42B of Forward Air stock for Q4 2016, up 9.6% quarter-over-quarter.
  • 18 funds opened new Forward Air positions in Q4 2016 and 26 closed out, a net change of -8 holders.
  • The largest Forward Air buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $13.3M added.
  • The largest Forward Air seller in Q4 2016 was Riverbridge Partners, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2016.