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Forward Air
FWRD

184 hedge funds and large institutions have $1.66B invested in Forward Air in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

67% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 49

5% more funds holding

Funds holding: 175 → 184 (+9)

5% more capital invested

Capital invested by funds: $1.58B → $1.66B (+$79.5M)

2.05% less ownership

Funds ownership: 98.02% → 95.98% (-2%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.71M

Holders
184
Holders Change
+9
Holders Change %
+5.14%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
24
Increased
82
Reduced
49
Closed
12
Calls
–
Puts
$1.71M
Net Calls
-$1.71M
Net Calls Change
-$1.38M

Top Buyers

1
ACH
ArrowMark Colorado Holdings
Colorado
+$12.9M
2
CI
Cambiar Investors
Colorado
+$7.77M
3
Victory Capital Management
Victory Capital Management
Texas
+$7.36M
4
Millennium Management
Millennium Management
New York
+$6.95M
5
BlackRock
BlackRock
New York
+$5.81M

Top Sellers

1
Invesco
Invesco
Georgia
-$54.9M
2
VVP
Vulcan Value Partners
Alabama
-$35.4M
3
DCM
Daruma Capital Management
New York
-$13.8M
4
VFA
Virtus Fund Advisers
Connecticut
-$7.27M
5
RA
Royce & Associates
New York
-$3.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
HRCM
26
Hawk Ridge Capital Management
California
$13.7M -$2.39M -45,273 -16%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$12.7M +$5.48M +103,718 +88%
Bank of America
28
Bank of America
North Carolina
$12.6M +$4.77M +90,285 +70%
USAA
29
United Services Automobile Association
Texas
$12.5M +$5.22M +98,956 +83%
Charles Schwab
30
Charles Schwab
California
$11.6M +$450K +8,522 +4%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$11.5M +$1.48M +27,969 +16%
TCIM
32
TIAA CREF Investment Management
New York
$8.62M +$1.01M +19,175 +15%
CI
33
Cambiar Investors
Colorado
$8.42M +$7.77M +147,147 New
Wells Fargo
34
Wells Fargo
California
$8.22M +$494K +9,363 +7%
Millennium Management
35
Millennium Management
New York
$8.08M +$6.95M +131,648 +1,370%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$7.53M +$113K +2,146 +2%
AP
37
AHL Partners
United Kingdom
$7.19M +$1.61M +30,428 +32%
New York State Teachers Retirement System (NYSTRS)
38
New York State Teachers Retirement System (NYSTRS)
New York
$5.42M -$5.28K -100 -0.1%
NI
39
Numeric Investors
Massachusetts
$5.18M +$3.25M +61,500 +212%
SBH
40
Segall Bryant & Hamill
Illinois
$5.16M +$146K +2,774 +3%
PAM
41
Panagora Asset Management
Massachusetts
$4.85M +$2.93M +55,584 +190%
Morgan Stanley
42
Morgan Stanley
New York
$4.83M -$1.18M -22,336 -21%
MAM
43
Martingale Asset Management
Massachusetts
$4.75M +$42.6K +807 +1%
AllianceBernstein
44
AllianceBernstein
Tennessee
$4.74M -$178K -3,370 -4%
CAM
45
Cortina Asset Management
Wisconsin
$4.57M +$37.1K +702 +0.9%
CIM
46
Confluence Investment Management
Missouri
$4.44M +$66.6K +1,261 +2%
PPA
47
Parametric Portfolio Associates
Washington
$4.42M +$458K +8,672 +13%
ACM
48
American Capital Management
New York
$4.26M -$5.28K -100 -0.1%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$3.95M +$99.4K +1,882 +3%
Comerica Bank
50
Comerica Bank
Texas
$3.74M +$44.2K +837 +1%
1
2
3 4 5

FWRD Hedge Fund Activity: Q3 2017 in Review

184 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q3 2017, worth a combined $1.66B — up 5% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FWRD positions and 12 closed out — a net gain of 12 holders — while 82 added to existing stakes and 49 trimmed.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $12.9M. The largest seller was Invesco, cutting an estimated $54.9M.

  • 184 institutional investors held Forward Air (FWRD) as of Q3 2017, up from 175 in Q2 2017.
  • Funds reported $1.66B of Forward Air stock for Q3 2017, up 5% quarter-over-quarter.
  • 24 funds opened new Forward Air positions in Q3 2017 and 12 closed out, a net change of +12 holders.
  • The largest Forward Air buyer in Q3 2017 was ArrowMark Colorado Holdings, an estimated $12.9M added.
  • The largest Forward Air seller in Q3 2017 was Invesco, an estimated $54.9M sold.

Based on aggregated 13F filings for Q3 2017.