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Forward Air

210 hedge funds and large institutions have $1.07B invested in Forward Air in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 66 increasing their positions, 62 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

6% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 62

1% more funds holding

Funds holding: 208210 (+2)

4.45% less ownership

Funds ownership: 119%114.55% (-4.5%)

8% less capital invested

Capital invested by funds: $1.17B → $1.07B (-$96.8M)

15% less call options, than puts

Call options by funds: $22.4M | Put options by funds: $26.5M

Holders
210
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
2.77%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
40
Increased
66
Reduced
62
Closed
36
Calls
$22.4M
Puts
$26.5M
Net Calls
-$4.09M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
26
Jefferies Financial Group
New York
$9.21M +$5.95M +170,503 +148%
Adage Capital Partners
27
Adage Capital Partners
Massachusetts
$9.2M +$9.95M +285,203 New
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$8.82M +$1.4M +40,176 +17%
BHCM
29
Brevan Howard Capital Management
Jersey
$8.06M +$8.13M +232,818 +1,355%
Hudson Bay Capital Management
30
Hudson Bay Capital Management
Connecticut
$7.79M +$5.05M +144,764 +150%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$6.67M -$620K -17,770 -8%
Millennium Management
32
Millennium Management
New York
$6.6M -$4.33M -123,969 -38%
Renaissance Technologies
33
Renaissance Technologies
New York
$6.29M +$6.81M +195,039 New
Invesco
34
Invesco
Georgia
$6.14M -$3.96M -113,597 -37%
KC
35
Kintayl Capital
New York
$5.41M +$5.86M +167,757 New
BCM
36
Brigade Capital Management
New York
$5.35M +$5.79M +166,000 New
Allianz Asset Management
37
Allianz Asset Management
Germany
$5.05M +$316K +9,050 +6%
LP
38
LMR Partners
United Kingdom
$4.84M +$5.01M +143,457 +2,193%
Jane Street
39
Jane Street
New York
$4.72M +$2.93M +84,006 +135%
CCM
40
Cinctive Capital Management
New York
$4.24M +$1.67M +47,856 +57%
IA
41
Icon Advisers
Colorado
$4.13M +$4.47M +128,000 New
MRCM
42
Mill Road Capital Management
Connecticut
$4.12M +$4.46M +127,650 New
CG
43
Carlyle Group
District of Columbia
$4.1M
ECM
44
ExodusPoint Capital Management
New York
$4.05M +$2.32M +66,518 +112%
Verition Fund Management
45
Verition Fund Management
Connecticut
$3.96M -$2.99M -85,638 -41%
AP
46
AlpInvest Partners
Netherlands
$3.95M
Two Sigma Investments
47
Two Sigma Investments
New York
$3.88M +$81.6K +2,339 +2%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$3.68M +$3.98M +113,977 New
Federated Hermes
49
Federated Hermes
Pennsylvania
$3.33M +$20K +572 +0.6%
Principal Financial Group
50
Principal Financial Group
Iowa
$3.13M +$231K +6,629 +7%

FWRD Hedge Fund Activity: Q4 2024 in Review

210 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2024, worth a combined $1.07B — down 8.3% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FWRD positions and 36 closed out — a net gain of 4 holders — while 66 added to existing stakes and 62 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $15M. The largest seller was Scopus Asset Management, exiting entirely with an estimated $46M sold.

  • 210 institutional investors held Forward Air (FWRD) as of Q4 2024, up from 208 in Q3 2024.
  • Funds reported $1.07B of Forward Air stock for Q4 2024, down 8.3% quarter-over-quarter.
  • 40 funds opened new Forward Air positions in Q4 2024 and 36 closed out, a net change of +4 holders.
  • The largest Forward Air buyer in Q4 2024 was Point72 Asset Management, an estimated $15M added.
  • The largest Forward Air seller in Q4 2024 was Scopus Asset Management, an estimated $46M sold.

Based on aggregated 13F filings for Q4 2024.