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Forward Air
FWRD

158 hedge funds and large institutions have $1.52B invested in Forward Air in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $1.45B → $1.52B (+$70.9M)

3% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 59

5% less funds holding

Funds holding: 166 → 158 (-8)

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
158
Holders Change
-8
Holders Change %
-4.82%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
13
Increased
61
Reduced
59
Closed
21
Calls
$68K
Puts
–
Net Calls
+$68K
Net Calls Change
+$68K

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
+$34M
2
Norges Bank
Norges Bank
Norway
+$12.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$6.52M
4
SAM
Scopus Asset Management
New York
+$5.03M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$4.09M

Top Sellers

1
CWAM
Columbia Wanger Asset Management
Illinois
-$7M
2
JP Morgan Chase
JP Morgan Chase
New York
-$5.66M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$4.68M
4
Northern Trust
Northern Trust
Illinois
-$4.32M
5
Morgan Stanley
Morgan Stanley
New York
-$3.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$3.09M +$204K +4,540 +8%
ACM
52
American Capital Management
New York
$3.07M – – –
Allianz Asset Management
53
Allianz Asset Management
Germany
$3.04M +$2.84M +63,425 New
Ohio Public Employees Retirement System (OPERS)
54
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.86M +$5.87K +131 +0.2%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$2.73M +$94.2K +2,100 +4%
PPA
56
Parametric Portfolio Associates
Washington
$2.63M +$51.3K +1,145 +2%
AllianceBernstein
57
AllianceBernstein
Tennessee
$2.6M -$41.5K -926 -2%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$2.49M +$571K +12,734 +32%
WSA
59
Wall Street Associates
California
$2.17M +$2.04M +45,397 New
Jacobs Levy Equity Management
60
Jacobs Levy Equity Management
New Jersey
$2.12M -$4.68M -104,346 -70%
TA
61
Teachers Advisors
New York
$2.1M -$22.5K -501 -1%
TCM
62
Timpani Capital Management
Wisconsin
$2.05M +$1.11M +24,648 +136%
NFA
63
Nationwide Fund Advisors
Ohio
$1.94M +$22.5K +502 +1%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$1.92M -$32.4K -722 -2%
GMCM
65
Gruber & McBaine Capital Management
California
$1.77M +$1.66M +37,000 New
CS
66
Credit Suisse
Switzerland
$1.75M -$271K -6,042 -14%
CIM
67
Confluence Investment Management
Missouri
$1.69M -$2.11K -47 -0.1%
Swiss National Bank
68
Swiss National Bank
Switzerland
$1.62M – – –
BG
69
BlackRock Group
United Kingdom
$1.55M -$906K -20,199 -38%
First Trust Advisors
70
First Trust Advisors
Illinois
$1.52M +$674K +15,023 +89%
TPSF
71
Texas Permanent School Fund
Texas
$1.51M +$23.9K +533 +2%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$1.42M – – –
Citadel Advisors
73
Citadel Advisors
Florida
$1.29M -$975K -21,739 -45%
Morgan Stanley
74
Morgan Stanley
New York
$1.28M -$3.79M -84,413 -76%
State of Tennessee, Department of Treasury
75
State of Tennessee, Department of Treasury
Tennessee
$1.27M -$49.3K -1,100 -4%
1 2
3
4 5

FWRD Hedge Fund Activity: Q2 2014 in Review

158 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q2 2014, worth a combined $1.52B — up 4.9% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of FWRD and 13 opened new positions — a net loss of 8 holders — while 59 trimmed existing stakes and 61 added.

The largest buyer was Vulcan Value Partners, adding an estimated $34M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $7M.

  • 158 institutional investors held Forward Air (FWRD) as of Q2 2014, down from 166 in Q1 2014.
  • Funds reported $1.52B of Forward Air stock for Q2 2014, up 4.9% quarter-over-quarter.
  • 13 funds opened new Forward Air positions in Q2 2014 and 21 closed out, a net change of -8 holders.
  • The largest Forward Air buyer in Q2 2014 was Vulcan Value Partners, an estimated $34M added.
  • The largest Forward Air seller in Q2 2014 was Columbia Wanger Asset Management, an estimated $7M sold.

Based on aggregated 13F filings for Q2 2014.