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Forward Air
FWRD

206 hedge funds and large institutions have $2.37B invested in Forward Air in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

15% more capital invested

Capital invested by funds: $2.07B → $2.37B (+$301M)

4% more funds holding

Funds holding: 199 → 206 (+7)

0.92% less ownership

Funds ownership: 98.11% → 97.19% (-0.92%)

32% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 85

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
206
Holders Change
+7
Holders Change %
+3.52%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
28
Increased
58
Reduced
85
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$32.9M
2
AA
Ancora Advisors
Ohio
+$20.6M
3
JP Morgan Chase
JP Morgan Chase
New York
+$10M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$8.3M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.71M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
-$38.6M
2
SAM
Silvercrest Asset Management
New York
-$9.45M
3
BTW
Boston Trust Walden
Massachusetts
-$9M
4
Norges Bank
Norges Bank
Norway
-$7.75M
5
Victory Capital Management
Victory Capital Management
Texas
-$7.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
EA
26
Emerald Advisers
Pennsylvania
$19.9M -$1.63M -19,480 -8%
Principal Financial Group
27
Principal Financial Group
Iowa
$19.8M +$162K +1,932 +0.9%
Invesco
28
Invesco
Georgia
$19.3M -$1.73M -20,643 -9%
Ameriprise
29
Ameriprise
Minnesota
$16.7M +$917K +10,957 +6%
Bank of America
30
Bank of America
North Carolina
$16.3M +$2.37M +28,265 +18%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$13.2M -$4.42M -52,754 -26%
FWIA
32
Fort Washington Investment Advisors
Ohio
$11.6M -$126K -1,502 -1%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$11.2M – – –
Morgan Stanley
34
Morgan Stanley
New York
$10.3M +$335K +3,999 +4%
Wells Fargo
35
Wells Fargo
California
$9.23M -$3.06M -36,519 -26%
SI
36
Scout Investments
Missouri
$8.78M +$818K +9,775 +11%
Man Group
37
Man Group
United Kingdom
$8.09M -$4.48M -53,481 -37%
Legal & General Group
38
Legal & General Group
United Kingdom
$7.91M +$57.3K +684 +0.8%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$7.49M -$388K -4,632 -5%
PPA
40
Parametric Portfolio Associates
Washington
$6.8M -$262K -3,134 -4%
ACM
41
American Capital Management
New York
$6.63M +$846K +10,100 +16%
SBH
42
Segall Bryant & Hamill
Illinois
$6.51M +$2.11M +25,208 +52%
CIM
43
Confluence Investment Management
Missouri
$6.36M +$210K +2,512 +4%
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$6.32M -$511K -6,100 -8%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$6.01M -$830K -9,914 -13%
ROC
46
Running Oak Capital
Minnesota
$5.99M -$1.2M -14,370 -18%
MGWM
47
Marks Group Wealth Management
Minnesota
$5.72M -$1.44M -17,238 -21%
Millennium Management
48
Millennium Management
New York
$5.66M +$2.24M +26,749 +72%
Swiss National Bank
49
Swiss National Bank
Switzerland
$5.59M -$41.9K -500 -0.8%
Ohio Public Employees Retirement System (OPERS)
50
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.58M -$837 -10 -0%
1
2
3 4 5

FWRD Hedge Fund Activity: Q1 2021 in Review

206 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q1 2021, worth a combined $2.37B — up 15% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FWRD positions and 18 closed out — a net gain of 10 holders — while 58 added to existing stakes and 85 trimmed.

The largest buyer was Cardinal Capital Management LLC (Connecticut), opening a new position worth an estimated $32.9M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $38.6M.

  • 206 institutional investors held Forward Air (FWRD) as of Q1 2021, up from 199 in Q4 2020.
  • Funds reported $2.37B of Forward Air stock for Q1 2021, up 15% quarter-over-quarter.
  • 28 funds opened new Forward Air positions in Q1 2021 and 18 closed out, a net change of +10 holders.
  • The largest Forward Air buyer in Q1 2021 was Cardinal Capital Management LLC (Connecticut), an estimated $32.9M added.
  • The largest Forward Air seller in Q1 2021 was ArrowMark Colorado Holdings, an estimated $38.6M sold.

Based on aggregated 13F filings for Q1 2021.