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Forward Air
FWRD

142 hedge funds and large institutions have $1.28B invested in Forward Air in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 61 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 52

7% more capital invested

Capital invested by funds: $1.2B → $1.28B (+$83.2M)

5% less funds holding

Funds holding: 150 → 142 (-8)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $40K

Holders
142
Holders Change
-8
Holders Change %
-5.33%
% of All Funds
4.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
61
Reduced
52
Closed
18
Calls
–
Puts
$40K
Net Calls
-$40K
Net Calls Change
-$51K

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$10.1M
2
RRAM
River Road Asset Management
Kentucky
+$7.69M
3
BFA
BlackRock Fund Advisors
California
+$6.6M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.97M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$3.53M

Top Sellers

Rank Fund Capital Flow
1
KeyBank National Association
KeyBank National Association
Ohio
-$16.3M
2
CCM
Cadence Capital Management
Massachusetts
-$9.41M
3
TA
Teachers Advisors
New York
-$7.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.63M
5
FWIA
Fort Washington Investment Advisors
Ohio
-$4.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$2.58M -$8.69K -228 -0.4%
ACM
52
American Capital Management
New York
$2.42M – – –
Ohio Public Employees Retirement System (OPERS)
53
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.37M +$60.7K +1,593 +3%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$2.19M +$64.5K +1,692 +3%
CCM
55
Coe Capital Management
Illinois
$2.15M +$2.03M +53,218 New
PI
56
Putnam Investments
Massachusetts
$2.13M – – –
ARC
57
Absolute Return Capital
Massachusetts
$2.08M -$128K -3,349 -6%
PPA
58
Parametric Portfolio Associates
Washington
$1.99M +$103K +2,700 +6%
BG
59
BlackRock Group
United Kingdom
$1.92M +$229K +6,017 +14%
NFA
60
Nationwide Fund Advisors
Ohio
$1.8M -$647K -16,990 -28%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$1.73M -$20.4K -535 -1%
TA
62
Teachers Advisors
New York
$1.7M -$7.1M -186,411 -82%
PAM
63
Panagora Asset Management
Massachusetts
$1.68M -$799K -20,974 -34%
Two Sigma Advisers
64
Two Sigma Advisers
New York
$1.6M -$1.05M -27,600 -41%
CIM
65
Confluence Investment Management
Missouri
$1.45M +$13.9K +366 +1%
Comerica Bank
66
Comerica Bank
Texas
$1.43M -$3.81K -100 -0.3%
FWIA
67
Fort Washington Investment Advisors
Ohio
$1.42M -$4.96M -130,043 -79%
TPSF
68
Texas Permanent School Fund
Texas
$1.31M -$56.1K -1,471 -4%
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$1.27M +$1.2M +31,500 New
KeyBank National Association
70
KeyBank National Association
Ohio
$1.26M -$16.3M -428,039 -93%
Bank of America
71
Bank of America
North Carolina
$1.23M -$273K -7,155 -19%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$1.22M -$51.3K -1,346 -4%
CS
73
Credit Suisse
Switzerland
$1.2M +$470K +12,345 +71%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$1.19M – – –
ASRS
75
Arizona State Retirement System
Arizona
$1.1M +$15.2K +400 +1%
1 2
3
4 5

FWRD Hedge Fund Activity: Q3 2013 in Review

142 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q3 2013, worth a combined $1.28B — up 6.9% from $1.2B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FWRD and 11 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 61 added.

The largest buyer was Deutsche Bank, adding an estimated $10.1M. The largest seller was KeyBank National Association, cutting an estimated $16.3M.

  • 142 institutional investors held Forward Air (FWRD) as of Q3 2013, down from 150 in Q2 2013.
  • Funds reported $1.28B of Forward Air stock for Q3 2013, up 6.9% quarter-over-quarter.
  • 11 funds opened new Forward Air positions in Q3 2013 and 18 closed out, a net change of -7 holders.
  • The largest Forward Air buyer in Q3 2013 was Deutsche Bank, an estimated $10.1M added.
  • The largest Forward Air seller in Q3 2013 was KeyBank National Association, an estimated $16.3M sold.

Based on aggregated 13F filings for Q3 2013.