We are live on ! Find out more
FWRD icon

Forward Air

246 hedge funds and large institutions have $2.46B invested in Forward Air in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 89 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

1.68% more ownership

Funds ownership: 97.81%99.48% (+1.7%)

7% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 89

0% more funds holding

Funds holding: 246246 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $2.57B → $2.46B (-$109M)

Holders
246
Holders Change
Holders Change %
0%
% of All Funds
4.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
95
Reduced
89
Closed
24
Calls
$634K
Puts
Net Calls
+$634K
Net Calls Change
+$861K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
Tributary Capital Management
Nebraska
$18M -$595K -6,421 -3%
EMFAT
27
Emerald Mutual Fund Advisers Trust
Pennsylvania
$17.2M
Principal Financial Group
28
Principal Financial Group
Iowa
$16.7M -$1.84M -19,813 -10%
WMSA
29
Weiss Multi-Strategy Advisers
New York
$16.6M +$11.7M +125,845 +232%
Ameriprise
30
Ameriprise
Minnesota
$16.3M +$184K +1,980 +1%
UBS AM
31
UBS AM
Illinois
$15.5M -$345K -3,725 -2%
JGC
32
J. Goldman & Co
New York
$14.9M +$4.37M +47,119 +41%
Bank of America
33
Bank of America
North Carolina
$13M -$7.69K -83 -0.1%
Renaissance Technologies
34
Renaissance Technologies
New York
$12.7M +$6.95M +75,000 +119%
FWIA
35
Fort Washington Investment Advisors
Ohio
$10.1M -$3.46M -37,302 -25%
DCM
36
Driehaus Capital Management
Illinois
$9.87M -$22.1M -238,066 -69%
SI
37
Scout Investments
Missouri
$9.5M +$257K +2,777 +3%
Invesco
38
Invesco
Georgia
$9.06M +$477K +5,142 +6%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$8.41M -$1.6M -17,254 -16%
RJA
40
Raymond James & Associates
Florida
$7.45M -$35.7K -385 -0.5%
Legal & General Group
41
Legal & General Group
United Kingdom
$7.26M +$199K +2,146 +3%
Goldman Sachs
42
Goldman Sachs
New York
$6.73M +$2.04M +21,960 +43%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$6.63M +$345K +3,718 +5%
Marshall Wace
44
Marshall Wace
United Kingdom
$6.63M -$1.35M -14,583 -17%
ACM
45
American Capital Management
New York
$6.53M -$176K -1,894 -3%
CIM
46
Confluence Investment Management
Missouri
$6.15M -$381K -4,114 -6%
SPF
47
Steven Patrick Farmer
$6.15M +$6.19M +66,838 New
Hotchkis & Wiley Capital Management
48
Hotchkis & Wiley Capital Management
California
$6.13M +$357K +3,850 +6%
Swiss National Bank
49
Swiss National Bank
Switzerland
$5.84M -$27.8K -300 -0.5%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$5.8M -$18.5K -200 -0.3%

FWRD Hedge Fund Activity: Q2 2022 in Review

246 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q2 2022, worth a combined $2.46B — down 4.2% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FWRD positions and 24 closed out — a net gain of 5 holders — while 95 added to existing stakes and 89 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.4M. The largest seller was Driehaus Capital Management, cutting an estimated $22.1M.

  • 246 institutional investors held Forward Air (FWRD) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $2.46B of Forward Air stock for Q2 2022, down 4.2% quarter-over-quarter.
  • 29 funds opened new Forward Air positions in Q2 2022 and 24 closed out, a net change of +5 holders.
  • The largest Forward Air buyer in Q2 2022 was Morgan Stanley, an estimated $28.4M added.
  • The largest Forward Air seller in Q2 2022 was Driehaus Capital Management, an estimated $22.1M sold.

Based on aggregated 13F filings for Q2 2022.