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Forward Air
FWRD

166 hedge funds and large institutions have $1.45B invested in Forward Air in 2014 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 4

15% more funds holding

Funds holding: 144 → 166 (+22)

7% more capital invested

Capital invested by funds: $1.36B → $1.45B (+$92.9M)

8% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 53

Holders
166
Holders Change
+22
Holders Change %
+15.28%
% of All Funds
4.79%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
27
Increased
57
Reduced
53
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$7.28M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$6.57M
3
SCM
SG Capital Management
Illinois
+$5.72M
4
Morgan Stanley
Morgan Stanley
New York
+$4.3M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.67M

Top Sellers

Rank Fund Capital Flow
1
CWAM
Columbia Wanger Asset Management
Illinois
-$15.3M
2
Ameriprise
Ameriprise
Minnesota
-$5.59M
3
Victory Capital Management
Victory Capital Management
Texas
-$3.51M
4
Goldman Sachs
Goldman Sachs
New York
-$2.41M
5
CM
CS McKee
Pennsylvania
-$2.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
51
Highbridge Capital Management
New York
$2.9M +$2.78M +62,927 New
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.86M -$552K -12,500 -17%
CCM
53
Coe Capital Management
Illinois
$2.83M -$1.01M -22,851 -27%
CCP
54
Clarkston Capital Partners
Michigan
$2.78M +$2.04M +46,135 +328%
Comerica Bank
55
Comerica Bank
Texas
$2.77M -$225K -5,084 -8%
Ohio Public Employees Retirement System (OPERS)
56
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.75M -$26.1K -590 -1%
AllianceBernstein
57
AllianceBernstein
Tennessee
$2.55M +$6.58K +149 +0.3%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$2.53M +$8.84K +200 +0.4%
PPA
59
Parametric Portfolio Associates
Washington
$2.48M +$145K +3,289 +7%
BG
60
BlackRock Group
United Kingdom
$2.43M +$18.9K +427 +0.8%
Citadel Advisors
61
Citadel Advisors
Florida
$2.25M +$1.4M +31,772 +187%
VVP
62
Vulcan Value Partners
Alabama
$2.1M +$2.01M +45,529 New
TA
63
Teachers Advisors
New York
$2.05M +$51.7K +1,170 +3%
CS
64
Credit Suisse
Switzerland
$1.96M +$228K +5,170 +14%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$1.89M -$76.5K -1,730 -4%
NFA
66
Nationwide Fund Advisors
Ohio
$1.84M -$157K -3,547 -8%
Two Sigma Advisers
67
Two Sigma Advisers
New York
$1.81M +$270K +6,100 +18%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$1.81M +$1.74M +39,366 New
Bank of America
69
Bank of America
North Carolina
$1.72M -$27.1K -614 -2%
CIM
70
Confluence Investment Management
Missouri
$1.63M +$52.5K +1,188 +3%
Swiss National Bank
71
Swiss National Bank
Switzerland
$1.56M +$358K +8,100 +31%
ProShare Advisors
72
ProShare Advisors
Maryland
$1.45M +$1.39M +31,507 New
TPSF
73
Texas Permanent School Fund
Texas
$1.43M -$53.2K -1,203 -4%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$1.36M – – –
State of Tennessee, Department of Treasury
75
State of Tennessee, Department of Treasury
Tennessee
$1.27M -$172K -3,900 -12%
1 2
3
4 5

FWRD Hedge Fund Activity: Q1 2014 in Review

166 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q1 2014, worth a combined $1.45B — up 6.8% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FWRD positions and 4 closed out — a net gain of 23 holders — while 57 added to existing stakes and 53 trimmed.

The largest buyer was Invesco, adding an estimated $7.28M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $15.3M.

  • 166 institutional investors held Forward Air (FWRD) as of Q1 2014, up from 144 in Q4 2013.
  • Funds reported $1.45B of Forward Air stock for Q1 2014, up 6.8% quarter-over-quarter.
  • 27 funds opened new Forward Air positions in Q1 2014 and 4 closed out, a net change of +23 holders.
  • The largest Forward Air buyer in Q1 2014 was Invesco, an estimated $7.28M added.
  • The largest Forward Air seller in Q1 2014 was Columbia Wanger Asset Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2014.