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Forward Air
FWRD

170 hedge funds and large institutions have $1.7B invested in Forward Air in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $808K | Put options by funds: $337K

45% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 49

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

11% more capital invested

Capital invested by funds: $1.54B → $1.7B (+$165M)

2% more funds holding

Funds holding: 166 → 170 (+4)

Holders
170
Holders Change
+4
Holders Change %
+2.41%
% of All Funds
4.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
71
Reduced
49
Closed
21
Calls
$808K
Puts
$337K
Net Calls
+$471K
Net Calls Change
+$471K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$30.1M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$25.2M
3
CCI
Columbus Circle Investors
+$16.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.7M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$8.25M

Top Sellers

Rank Fund Capital Flow
1
FMI
Fiduciary Management Inc
Wisconsin
-$41.2M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$11M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$10.7M
4
RA
Royce & Associates
New York
-$9.73M
5
VVP
Vulcan Value Partners
Alabama
-$3.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
51
American Capital Management
New York
$3.77M -$92K -1,800 -3%
Citadel Advisors
52
Citadel Advisors
Florida
$3.73M +$1.1M +21,502 +46%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$3.68M – – –
WA
54
Whitebox Advisors
Minnesota
$3.62M +$3.4M +66,612 New
Ohio Public Employees Retirement System (OPERS)
55
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.47M +$254K +4,977 +8%
EI
56
EAM Investors
California
$3.27M +$3.07M +60,128 New
PPA
57
Parametric Portfolio Associates
Washington
$3.21M +$205K +4,007 +7%
Public Sector Pension Investment Board (PSP Investments)
58
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.12M +$4.29K +84 +0.1%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$3.1M -$56.2K -1,100 -2%
PIM
60
Profit Investment Management
Maryland
$3.1M – – –
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$3.05M +$303K +5,925 +12%
AllianceBernstein
62
AllianceBernstein
Tennessee
$2.84M – – –
Federated Hermes
63
Federated Hermes
Pennsylvania
$2.71M +$2.56M +50,000 New
RFC
64
Russell Frank Company
Washington
$2.69M -$3.6M -70,359 -59%
TA
65
Teachers Advisors
New York
$2.48M +$109K +2,133 +5%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$2.4M -$398K -7,782 -15%
WSA
67
Wall Street Associates
California
$2.35M -$40.9K -800 -2%
First Trust Advisors
68
First Trust Advisors
Illinois
$2.34M +$490K +9,582 +29%
CCM
69
Cadence Capital Management
Massachusetts
$2.23M – – –
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$2.23M +$441K +8,627 +27%
BPIM
71
Brant Point Investment Management
New York
$2.21M +$2.07M +40,600 New
NFA
72
Nationwide Fund Advisors
Ohio
$2.19M -$50.3K -985 -2%
CIM
73
Confluence Investment Management
Missouri
$1.97M +$30.6K +598 +2%
Two Sigma Investments
74
Two Sigma Investments
New York
$1.96M +$1.84M +36,079 New
BG
75
BlackRock Group
United Kingdom
$1.88M +$104K +2,027 +6%
1 2
3
4 5

FWRD Hedge Fund Activity: Q1 2015 in Review

170 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q1 2015, worth a combined $1.7B — up 11% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FWRD positions and 21 closed out — a net gain of 7 holders — while 71 added to existing stakes and 49 trimmed.

The largest buyer was Invesco, adding an estimated $30.1M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $41.2M sold.

  • 170 institutional investors held Forward Air (FWRD) as of Q1 2015, up from 166 in Q4 2014.
  • Funds reported $1.7B of Forward Air stock for Q1 2015, up 11% quarter-over-quarter.
  • 28 funds opened new Forward Air positions in Q1 2015 and 21 closed out, a net change of +7 holders.
  • The largest Forward Air buyer in Q1 2015 was Invesco, an estimated $30.1M added.
  • The largest Forward Air seller in Q1 2015 was Fiduciary Management Inc, an estimated $41.2M sold.

Based on aggregated 13F filings for Q1 2015.