We are live on ! Find out more
FWRD icon

Forward Air

215 hedge funds and large institutions have $2.19B invested in Forward Air in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 93 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 97.32%97.41% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 220215 (-5)

8% less capital invested

Capital invested by funds: $2.38B → $2.19B (-$192M)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

32% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 93

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
3.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
63
Reduced
93
Closed
19
Calls
$864K
Puts
Net Calls
+$864K
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
26
Emerald Advisers
Pennsylvania
$19.1M +$672K +7,687 +3%
Principal Financial Group
27
Principal Financial Group
Iowa
$19M -$99.1K -1,133 -0.5%
Invesco
28
Invesco
Georgia
$17.4M +$1.21M +13,865 +7%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$16.2M +$3.41M +39,021 +25%
Ameriprise
30
Ameriprise
Minnesota
$14.9M -$186K -2,130 -1%
Bank of America
31
Bank of America
North Carolina
$13.4M +$1.07M +12,265 +8%
FWIA
32
Fort Washington Investment Advisors
Ohio
$11.8M +$2.37M +27,046 +23%
Morgan Stanley
33
Morgan Stanley
New York
$11.3M -$38.9K -445 -0.3%
SSA
34
Schonfeld Strategic Advisors
New York
$9.9M +$10.4M +119,201 New
Deutsche Bank
35
Deutsche Bank
Germany
$9.25M +$8.07M +92,322 +483%
PPA
36
Parametric Portfolio Associates
Washington
$9.09M -$530K -6,057 -5%
SI
37
Scout Investments
Missouri
$8.54M +$1.02M +11,635 +13%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$8.38M -$359K -4,100 -4%
JGC
39
J. Goldman & Co
New York
$7.85M -$472K -5,400 -5%
Man Group
40
Man Group
United Kingdom
$7.74M +$115K +1,312 +1%
Legal & General Group
41
Legal & General Group
United Kingdom
$6.25M +$442K +5,058 +7%
ACM
42
American Capital Management
New York
$6.18M -$37.8K -432 -0.6%
Wells Fargo
43
Wells Fargo
California
$6.15M -$134K -1,534 -2%
CIM
44
Confluence Investment Management
Missouri
$5.93M -$52.3K -598 -0.8%
Renaissance Technologies
45
Renaissance Technologies
New York
$5.93M +$3.35M +38,300 +116%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$5.42M -$966K -11,043 -14%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$5.29M -$38.4K -439 -0.7%
WMSA
48
Weiss Multi-Strategy Advisers
New York
$5.25M +$5.09M +58,156 +1,149%
MGWM
49
Marks Group Wealth Management
Minnesota
$5.16M +$65.3K +747 +1%
Swiss National Bank
50
Swiss National Bank
Switzerland
$5.03M

FWRD Hedge Fund Activity: Q3 2021 in Review

215 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q3 2021, worth a combined $2.19B — down 8.1% from $2.38B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FWRD and 16 opened new positions — a net loss of 3 holders — while 93 trimmed existing stakes and 63 added.

The largest buyer was Schonfeld Strategic Advisors, opening a new position worth an estimated $10.4M. The largest seller was BlackRock, cutting an estimated $9.51M.

  • 215 institutional investors held Forward Air (FWRD) as of Q3 2021, down from 220 in Q2 2021.
  • Funds reported $2.19B of Forward Air stock for Q3 2021, down 8.1% quarter-over-quarter.
  • 16 funds opened new Forward Air positions in Q3 2021 and 19 closed out, a net change of -3 holders.
  • The largest Forward Air buyer in Q3 2021 was Schonfeld Strategic Advisors, an estimated $10.4M added.
  • The largest Forward Air seller in Q3 2021 was BlackRock, an estimated $9.51M sold.

Based on aggregated 13F filings for Q3 2021.