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Forward Air
FWRD

175 hedge funds and large institutions have $1.58B invested in Forward Air in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

34% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 56

11% more capital invested

Capital invested by funds: $1.42B → $1.58B (+$159M)

4% more funds holding

Funds holding: 168 → 175 (+7)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.66% less ownership

Funds ownership: 98.68% → 98.02% (-0.66%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $325K

Holders
175
Holders Change
+7
Holders Change %
+4.17%
% of All Funds
4.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
75
Reduced
56
Closed
13
Calls
–
Puts
$325K
Net Calls
-$325K
Net Calls Change
-$677K

Top Buyers

1
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$15.5M
2
Norges Bank
Norges Bank
Norway
+$15.2M
3
Invesco
Invesco
Georgia
+$7.57M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$7.15M
5
SBH
Segall Bryant & Hamill
Illinois
+$3.92M

Top Sellers

1
DCM
Daruma Capital Management
New York
-$40.7M
2
BlackRock
BlackRock
New York
-$5.71M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.27M
4
Millennium Management
Millennium Management
New York
-$4.26M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$3.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ohio Public Employees Retirement System (OPERS)
51
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.03M +$8.94K +175 +0.3%
TA
52
Teachers Advisors
New York
$2.88M +$196K +3,835 +8%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$2.84M -$277K -5,417 -9%
Prudential Financial
54
Prudential Financial
New Jersey
$2.83M +$36.8K +720 +1%
OAM
55
Oxford Asset Management
United Kingdom
$2.73M +$465K +9,096 +22%
Swiss National Bank
56
Swiss National Bank
Switzerland
$2.65M – – –
AG
57
Algert Global
California
$2.44M +$768K +15,034 +49%
PIM
58
Profit Investment Management
Maryland
$2.42M -$598K -11,695 -21%
Canada Life
59
Canada Life
Manitoba, Canada
$2.31M +$63.9K +1,250 +3%
Deutsche Bank
60
Deutsche Bank
Germany
$2.27M -$621K -12,155 -22%
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$2.14M -$1.31M -25,571 -39%
UBS Group
62
UBS Group
Switzerland
$2.05M +$1.62M +31,695 +472%
Bessemer Group
63
Bessemer Group
New Jersey
$1.87M – – –
Citadel Advisors
64
Citadel Advisors
Florida
$1.86M -$1.48M -28,991 -45%
JP Morgan Chase
65
JP Morgan Chase
New York
$1.79M -$1.67M -32,670 -49%
RCAMU
66
Rothschild & Co Asset Management US
Connecticut
$1.79M -$89.5K -1,752 -5%
CM
67
CS McKee
Pennsylvania
$1.72M +$15.3K +300 +0.9%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$1.7M -$51 -1 -0%
FNBOO
69
First National Bank of Omaha
Nebraska
$1.67M +$15.1K +295 +1%
KeyBank National Association
70
KeyBank National Association
Ohio
$1.65M -$68.6K -1,342 -4%
PAM
71
Panagora Asset Management
Massachusetts
$1.56M +$1.49M +29,218 New
GA
72
Geneva Advisors
Illinois
$1.55M +$86.4K +1,690 +6%
NI
73
Numeric Investors
Massachusetts
$1.54M +$291K +5,700 +24%
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$1.54M – – –
CS
75
Credit Suisse
Switzerland
$1.51M -$493K -9,647 -25%
1 2
3
4 5

FWRD Hedge Fund Activity: Q2 2017 in Review

175 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q2 2017, worth a combined $1.58B — up 11% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FWRD positions and 13 closed out — a net gain of 8 holders — while 75 added to existing stakes and 56 trimmed.

The largest buyer was Dalton, Greiner, Hartman, Maher & Co, opening a new position worth an estimated $15.5M. The largest seller was Daruma Capital Management, cutting an estimated $40.7M.

  • 175 institutional investors held Forward Air (FWRD) as of Q2 2017, up from 168 in Q1 2017.
  • Funds reported $1.58B of Forward Air stock for Q2 2017, up 11% quarter-over-quarter.
  • 21 funds opened new Forward Air positions in Q2 2017 and 13 closed out, a net change of +8 holders.
  • The largest Forward Air buyer in Q2 2017 was Dalton, Greiner, Hartman, Maher & Co, an estimated $15.5M added.
  • The largest Forward Air seller in Q2 2017 was Daruma Capital Management, an estimated $40.7M sold.

Based on aggregated 13F filings for Q2 2017.