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Forward Air
FWRD

144 hedge funds and large institutions have $1.36B invested in Forward Air in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $1.28B → $1.36B (+$75.7M)

1% more funds holding

Funds holding: 142 → 144 (+2)

4% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 54

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $44K

Holders
144
Holders Change
+2
Holders Change %
+1.41%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
52
Reduced
54
Closed
9
Calls
–
Puts
$44K
Net Calls
-$44K
Net Calls Change
-$4K

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$5.97M
2
SCM
SG Capital Management
Illinois
+$5.2M
3
RHJA
Rice Hall James & Associates
California
+$3.96M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.42M
5
RP
Riverbridge Partners
Minnesota
+$3.35M

Top Sellers

Rank Fund Capital Flow
1
CM
CS McKee
Pennsylvania
-$14.3M
2
Citadel Advisors
Citadel Advisors
Florida
-$6.73M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.5M
4
TC
TFS Capital
Pennsylvania
-$2.47M
5
SCA
SAC Capital Advisors
Connecticut
-$2.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
51
American Capital Management
New York
$2.66M +$25K +600 +1%
Ohio Public Employees Retirement System (OPERS)
52
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.65M +$66.8K +1,604 +3%
AllianceBernstein
53
AllianceBernstein
Tennessee
$2.42M -$360K -8,654 -14%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$2.4M +$16.7K +400 +0.7%
BG
55
BlackRock Group
United Kingdom
$2.29M +$187K +4,496 +9%
PPA
56
Parametric Portfolio Associates
Washington
$2.22M +$52.5K +1,262 +3%
ARC
57
Absolute Return Capital
Massachusetts
$2.15M -$117K -2,803 -5%
NFA
58
Nationwide Fund Advisors
Ohio
$1.91M -$41.8K -1,004 -2%
TA
59
Teachers Advisors
New York
$1.9M +$50.4K +1,210 +3%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$1.87M -$6.25K -150 -0.4%
Bank of America
61
Bank of America
North Carolina
$1.67M +$309K +7,423 +24%
CS
62
Credit Suisse
Switzerland
$1.64M +$323K +7,753 +26%
CIM
63
Confluence Investment Management
Missouri
$1.5M -$80.4K -1,932 -5%
Two Sigma Advisers
64
Two Sigma Advisers
New York
$1.46M -$266K -6,400 -16%
TPSF
65
Texas Permanent School Fund
Texas
$1.41M -$6.62K -159 -0.5%
KeyBank National Association
66
KeyBank National Association
Ohio
$1.4M +$22.9K +550 +2%
State of Tennessee, Department of Treasury
67
State of Tennessee, Department of Treasury
Tennessee
$1.38M – – –
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$1.3M – – –
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$1.29M -$37.6K -902 -3%
PAM
70
Panagora Asset Management
Massachusetts
$1.17M -$621K -14,925 -36%
Swiss National Bank
71
Swiss National Bank
Switzerland
$1.13M – – –
MLICM
72
Metropolitan Life Insurance Company (MetLife)
New York
$1.07M +$6.62K +159 +0.7%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$1.07M -$49.4K -1,187 -5%
ASRS
74
Arizona State Retirement System
Arizona
$1.07M -$125K -3,000 -11%
Macquarie Group
75
Macquarie Group
Australia
$1.05M – – –
1 2
3
4 5

FWRD Hedge Fund Activity: Q4 2013 in Review

144 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2013, worth a combined $1.36B — up 5.9% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FWRD positions and 9 closed out — a net gain of 3 holders — while 52 added to existing stakes and 54 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $5.97M. The largest seller was CS McKee, cutting an estimated $14.3M.

  • 144 institutional investors held Forward Air (FWRD) as of Q4 2013, up from 142 in Q3 2013.
  • Funds reported $1.36B of Forward Air stock for Q4 2013, up 5.9% quarter-over-quarter.
  • 12 funds opened new Forward Air positions in Q4 2013 and 9 closed out, a net change of +3 holders.
  • The largest Forward Air buyer in Q4 2013 was Deutsche Bank, an estimated $5.97M added.
  • The largest Forward Air seller in Q4 2013 was CS McKee, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2013.