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Forward Air
FWRD

168 hedge funds and large institutions have $1.42B invested in Forward Air in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0.73% more ownership

Funds ownership: 97.96% → 98.68% (+0.73%)

0% more capital invested

Capital invested by funds: $1.42B → $1.42B (+$3.18M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

6% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 62

2% less funds holding

Funds holding: 172 → 168 (-4)

Holders
168
Holders Change
-4
Holders Change %
-2.33%
% of All Funds
4.18%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
58
Reduced
62
Closed
19
Calls
$352K
Puts
–
Net Calls
+$352K
Net Calls Change
+$44K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$184M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$5.54M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$4.46M
4
Millennium Management
Millennium Management
New York
+$3.93M
5
TCM
Tributary Capital Management
Nebraska
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$10.4M
2
RA
Royce & Associates
New York
-$8.76M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.5M
4
Invesco
Invesco
Georgia
-$2.96M
5
ACM
Atlanta Capital Management
Georgia
-$2.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ohio Public Employees Retirement System (OPERS)
51
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.7M – – –
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$2.63M -$301K -6,200 -10%
Deutsche Bank
53
Deutsche Bank
Germany
$2.6M -$1.92M -39,553 -42%
Legal & General Group
54
Legal & General Group
United Kingdom
$2.6M -$2.86K -59 -0.1%
Prudential Financial
55
Prudential Financial
New Jersey
$2.5M -$115K -2,370 -4%
TA
56
Teachers Advisors
New York
$2.39M +$86.4K +1,781 +4%
Swiss National Bank
57
Swiss National Bank
Switzerland
$2.37M – – –
AllianceBernstein
58
AllianceBernstein
Tennessee
$2.12M – – –
Canada Life
59
Canada Life
Manitoba, Canada
$2.01M +$102K +2,109 +5%
OAM
60
Oxford Asset Management
United Kingdom
$2.01M +$2.04M +42,161 New
GAM
61
Gotham Asset Management
New York
$1.85M +$1.89M +38,971 New
CS
62
Credit Suisse
Switzerland
$1.81M -$327K -6,735 -15%
RCAMU
63
Rothschild & Co Asset Management US
Connecticut
$1.68M -$129K -2,661 -7%
Bessemer Group
64
Bessemer Group
New Jersey
$1.67M – – –
KeyBank National Association
65
KeyBank National Association
Ohio
$1.53M -$4.85K -100 -0.3%
CM
66
CS McKee
Pennsylvania
$1.52M -$14.5K -300 -0.9%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$1.52M +$48 +1 +0%
FNBOO
68
First National Bank of Omaha
Nebraska
$1.48M +$356K +7,345 +31%
AG
69
Algert Global
California
$1.47M +$1.49M +30,815 New
State of Tennessee, Department of Treasury
70
State of Tennessee, Department of Treasury
Tennessee
$1.38M +$212K +4,369 +18%
Citigroup
71
Citigroup
New York
$1.31M -$1.4M -28,905 -51%
GA
72
Geneva Advisors
Illinois
$1.31M +$73.3K +1,512 +6%
NI
73
Numeric Investors
Massachusetts
$1.11M +$1.13M +23,300 New
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$1.09M -$52.1K -1,074 -4%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.09M +$133K +2,740 +14%
1 2
3
4 5

FWRD Hedge Fund Activity: Q1 2017 in Review

168 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q1 2017, worth a combined $1.42B — up 0.22% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FWRD positions and 19 closed out — a net gain of 2 holders — while 58 added to existing stakes and 62 trimmed.

The largest buyer was BlackRock, adding an estimated $184M. The largest seller was Goldman Sachs, cutting an estimated $10.4M.

  • 168 institutional investors held Forward Air (FWRD) as of Q1 2017, down from 172 in Q4 2016.
  • Funds reported $1.42B of Forward Air stock for Q1 2017, up 0.22% quarter-over-quarter.
  • 21 funds opened new Forward Air positions in Q1 2017 and 19 closed out, a net change of +2 holders.
  • The largest Forward Air buyer in Q1 2017 was BlackRock, an estimated $184M added.
  • The largest Forward Air seller in Q1 2017 was Goldman Sachs, an estimated $10.4M sold.

Based on aggregated 13F filings for Q1 2017.