We are live on ! Find out more
FWRD icon

Forward Air
FWRD

240 hedge funds and large institutions have $3.19B invested in Forward Air in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 73 increasing their positions, 90 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $2.5M | Put options by funds: $750K

171% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 17

45% more capital invested

Capital invested by funds: $2.19B → $3.19B (+$997M)

12% more funds holding

Funds holding: 215 → 240 (+25)

0.44% more ownership

Funds ownership: 97.41% → 97.84% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

19% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 90

Holders
240
Holders Change
+25
Holders Change %
+11.63%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
46
Increased
73
Reduced
90
Closed
17
Calls
$2.5M
Puts
$750K
Net Calls
+$1.75M
Net Calls Change
+$889K

Top Buyers

1
DCM
Driehaus Capital Management
Illinois
+$33M
2
SAM
Silvercrest Asset Management
New York
+$31.5M
3
RA
Royce & Associates
New York
+$21.7M
4
UBS AM
UBS AM
Illinois
+$15M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$6.97M

Top Sellers

1
AA
Ancora Advisors
Ohio
-$39.8M
2
SAM
Scopus Asset Management
New York
-$22.2M
3
Victory Capital Management
Victory Capital Management
Texas
-$14.1M
4
SSA
Schonfeld Strategic Advisors
New York
-$9.9M
5
Deutsche Bank
Deutsche Bank
Germany
-$9.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$25.4M -$1.91M -18,659 -8%
TCM
27
Tributary Capital Management
Nebraska
$23.2M -$4.25M -41,504 -18%
Invesco
28
Invesco
Georgia
$22.5M -$2.37M -23,174 -11%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$22.2M -$1.18M -11,544 -6%
UBS AM
30
UBS AM
Illinois
$21.7M +$15M +146,664 +448%
Ameriprise
31
Ameriprise
Minnesota
$21.7M -$27K -264 -0.1%
Bank of America
32
Bank of America
North Carolina
$19.2M -$279K -2,726 -2%
Morgan Stanley
33
Morgan Stanley
New York
$14.5M -$1.72M -16,832 -12%
PPA
34
Parametric Portfolio Associates
Washington
$14.3M +$920K +8,987 +8%
FWIA
35
Fort Washington Investment Advisors
Ohio
$13.8M -$2.93M -28,588 -20%
SI
36
Scout Investments
Missouri
$12.2M -$232K -2,265 -2%
Legal & General Group
37
Legal & General Group
United Kingdom
$9.34M +$190K +1,858 +2%
Man Group
38
Man Group
United Kingdom
$9.25M -$1.73M -16,923 -18%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$9.23M +$5.98M +58,428 +328%
RJA
40
Raymond James & Associates
Florida
$9.06M +$3.55M +34,702 +87%
ACM
41
American Capital Management
New York
$8.97M -$42.5K -415 -0.6%
CIM
42
Confluence Investment Management
Missouri
$8.67M +$11.8K +115 +0.2%
JGC
43
J. Goldman & Co
New York
$8.24M -$2.72M -26,539 -28%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$7.83M -$54.8K -536 -0.8%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$7.65M -$51.2K -500 -0.8%
Citadel Advisors
46
Citadel Advisors
Florida
$7.34M +$3.05M +29,844 +97%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$7.28M -$4.19M -40,900 -40%
Swiss National Bank
48
Swiss National Bank
Switzerland
$7.23M -$92.1K -900 -1%
MGWM
49
Marks Group Wealth Management
Minnesota
$7.09M -$392K -3,828 -6%
PFM
50
Premier Fund Managers
United Kingdom
$6.89M – – –
1
2
3 4 5

FWRD Hedge Fund Activity: Q4 2021 in Review

240 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2021, worth a combined $3.19B — up 45% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FWRD positions and 17 closed out — a net gain of 29 holders — while 73 added to existing stakes and 90 trimmed.

The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $33M. The largest seller was Ancora Advisors, cutting an estimated $39.8M.

  • 240 institutional investors held Forward Air (FWRD) as of Q4 2021, up from 215 in Q3 2021.
  • Funds reported $3.19B of Forward Air stock for Q4 2021, up 45% quarter-over-quarter.
  • 46 funds opened new Forward Air positions in Q4 2021 and 17 closed out, a net change of +29 holders.
  • The largest Forward Air buyer in Q4 2021 was Driehaus Capital Management, an estimated $33M added.
  • The largest Forward Air seller in Q4 2021 was Ancora Advisors, an estimated $39.8M sold.

Based on aggregated 13F filings for Q4 2021.