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Forward Air
FWRD

172 hedge funds and large institutions have $1.42B invested in Forward Air in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

97.96% more ownership

Funds ownership: 0% → 97.96% (+98%)

10% more capital invested

Capital invested by funds: $1.29B → $1.42B (+$124M)

8% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 62

5% less funds holding

Funds holding: 182 → 172 (-10)

31% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 26

Holders
172
Holders Change
-10
Holders Change %
-5.49%
% of All Funds
4.3%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
18
Increased
67
Reduced
62
Closed
26
Calls
$308K
Puts
–
Net Calls
+$308K
Net Calls Change
+$308K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$13.3M
2
DCM
Daruma Capital Management
New York
+$13.2M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$13.1M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$12.5M
5
Victory Capital Management
Victory Capital Management
Texas
+$8.71M

Top Sellers

1
RP
Riverbridge Partners
Minnesota
-$18.9M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$11.2M
3
Goldman Sachs
Goldman Sachs
New York
-$10M
4
RA
Royce & Associates
New York
-$8.37M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$7.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ohio Public Employees Retirement System (OPERS)
51
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.81M +$2.65K +58 +0.1%
SB
52
Suntrust Banks
Georgia
$2.79M -$146K -3,200 -5%
Citigroup
53
Citigroup
New York
$2.67M +$1.48M +32,297 +134%
Prudential Financial
54
Prudential Financial
New Jersey
$2.6M -$54.4K -1,190 -2%
Legal & General Group
55
Legal & General Group
United Kingdom
$2.6M +$1.16M +25,287 +86%
CIM
56
Confluence Investment Management
Missouri
$2.59M +$272K +5,943 +12%
PPA
57
Parametric Portfolio Associates
Washington
$2.47M -$2.18M -47,616 -48%
PIM
58
Profit Investment Management
Maryland
$2.44M +$533K +11,661 +29%
Swiss National Bank
59
Swiss National Bank
Switzerland
$2.36M +$77.8K +1,700 +4%
Citadel Advisors
60
Citadel Advisors
Florida
$2.32M -$198K -4,330 -8%
TA
61
Teachers Advisors
New York
$2.29M +$52.6K +1,149 +2%
CS
62
Credit Suisse
Switzerland
$2.12M +$410K +8,963 +25%
AllianceBernstein
63
AllianceBernstein
Tennessee
$2.11M – – –
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$2.03M +$1.96M +42,906 New
AP
65
AHL Partners
United Kingdom
$1.96M +$1.89M +41,389 New
Renaissance Technologies
66
Renaissance Technologies
New York
$1.92M -$4.36M -95,334 -70%
Canada Life
67
Canada Life
Manitoba, Canada
$1.9M -$77.8K -1,700 -4%
RCAMU
68
Rothschild & Co Asset Management US
Connecticut
$1.8M +$1.42M +31,091 +454%
Bessemer Group
69
Bessemer Group
New Jersey
$1.66M +$45.8K +1,000 +3%
KeyBank National Association
70
KeyBank National Association
Ohio
$1.53M +$254K +5,557 +21%
CM
71
CS McKee
Pennsylvania
$1.53M -$128K -2,800 -8%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$1.51M – – –
GA
73
Geneva Advisors
Illinois
$1.23M +$66.7K +1,457 +6%
MC
74
Menta Capital
California
$1.2M +$212K +4,637 +23%
State of Tennessee, Department of Treasury
75
State of Tennessee, Department of Treasury
Tennessee
$1.17M – – –
1 2
3
4 5

FWRD Hedge Fund Activity: Q4 2016 in Review

172 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2016, worth a combined $1.42B — up 9.6% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FWRD and 18 opened new positions — a net loss of 8 holders — while 62 trimmed existing stakes and 67 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $13.3M. The largest seller was Riverbridge Partners, exiting entirely with an estimated $18.9M sold.

  • 172 institutional investors held Forward Air (FWRD) as of Q4 2016, down from 182 in Q3 2016.
  • Funds reported $1.42B of Forward Air stock for Q4 2016, up 9.6% quarter-over-quarter.
  • 18 funds opened new Forward Air positions in Q4 2016 and 26 closed out, a net change of -8 holders.
  • The largest Forward Air buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $13.3M added.
  • The largest Forward Air seller in Q4 2016 was Riverbridge Partners, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2016.