FWRD icon

Forward Air
FWRD

Overview Fund Activity

245 hedge funds and large institutions have $2.68B invested in Forward Air in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 114 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-12
Holders Change %
-4.67%
% of All Funds
3.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
72
Reduced
114
Closed
34
Calls
$9.53M
Puts
$16.4M
Net Calls
-$6.89M
Net Calls Change
-$6.74M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$168M
2
RRAM
2
River Road Asset Management
Kentucky
$43.4M
3
SAM
3
Scopus Asset Management
New York
$7.91M
4
UBS Group
4
UBS Group
Switzerland
$7.97M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$13.5M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$102M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
CCMLC
3
Cardinal Capital Management LLC (Connecticut)
Connecticut
$0
4
Ameriprise
4
Ameriprise
Minnesota
$66.6M
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
26
Emerald Advisers
Pennsylvania
$16.9M -$5.24M -49,375 -24%
TCM
27
Tributary Capital Management
Nebraska
$16.7M -$281K -2,651 -2%
Principal Financial Group
28
Principal Financial Group
Iowa
$16.1M -$1.46M -13,716 -8%
EMFAT
29
Emerald Mutual Fund Advisers Trust
Pennsylvania
$13.9M -$4.41M -41,549 -24%
WMSA
30
Weiss Multi-Strategy Advisers
New York
$13.5M +$3.69M +34,782 +38%
Bank of America
31
Bank of America
North Carolina
$13.4M -$1.26M -11,830 -9%
CVA
32
Ceredex Value Advisors
Florida
$12.6M +$23.9K +225 +0.2%
Invesco
33
Invesco
Georgia
$12.6M +$1.27M +11,931 +11%
SI
34
Scout Investments
Missouri
$11.4M -$327K -2,722 -3%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$9.3M +$740K +6,970 +9%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$8.25M -$231K -2,174 -3%
Hotchkis & Wiley Capital Management
37
Hotchkis & Wiley Capital Management
California
$8.22M +$367K +3,460 +5%
Goldman Sachs
38
Goldman Sachs
New York
$8.15M +$49.9K +470 +0.6%
Legal & General Group
39
Legal & General Group
United Kingdom
$8.03M -$205K -1,928 -2%
UBS Group
40
UBS Group
Switzerland
$7.97M +$4.1M +38,622 +106%
SAM
41
Scopus Asset Management
New York
$7.91M +$7.91M +74,537 New
RJA
42
Raymond James & Associates
Florida
$7.4M +$2.24M +21,148 +44%
CS
43
Credit Suisse
Switzerland
$6.8M -$3.55M -33,498 -34%
ACM
44
American Capital Management
New York
$6.72M -$92K -867 -1%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$6.29M -$29.5K -278 -0.5%
First Trust Advisors
46
First Trust Advisors
Illinois
$6.28M -$394K -3,709 -6%
Swiss National Bank
47
Swiss National Bank
Switzerland
$6.04M -$53.1K -500 -0.9%
CIM
48
Confluence Investment Management
Missouri
$5.25M -$347K -3,270 -6%
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.09M -$1.06K -10 -0%
PIM
50
Profit Investment Management
Maryland
$5M -$632K -5,960 -11%
1
2
3 4 5