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Forward Air
FWRD

184 hedge funds and large institutions have $1.66B invested in Forward Air in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

67% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 49

5% more funds holding

Funds holding: 175 → 184 (+9)

5% more capital invested

Capital invested by funds: $1.58B → $1.66B (+$79.5M)

2.05% less ownership

Funds ownership: 98.02% → 95.98% (-2%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.71M

Holders
184
Holders Change
+9
Holders Change %
+5.14%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
24
Increased
82
Reduced
49
Closed
12
Calls
–
Puts
$1.71M
Net Calls
-$1.71M
Net Calls Change
-$1.38M

Top Buyers

1
ACH
ArrowMark Colorado Holdings
Colorado
+$12.9M
2
CI
Cambiar Investors
Colorado
+$7.77M
3
Victory Capital Management
Victory Capital Management
Texas
+$7.36M
4
Millennium Management
Millennium Management
New York
+$6.95M
5
BlackRock
BlackRock
New York
+$5.81M

Top Sellers

1
Invesco
Invesco
Georgia
-$54.9M
2
VVP
Vulcan Value Partners
Alabama
-$35.4M
3
DCM
Daruma Capital Management
New York
-$13.8M
4
VFA
Virtus Fund Advisers
Connecticut
-$7.27M
5
RA
Royce & Associates
New York
-$3.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
51
Oxford Asset Management
United Kingdom
$3.54M +$585K +11,087 +22%
Legal & General Group
52
Legal & General Group
United Kingdom
$3.54M +$141K +2,676 +5%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$3.41M +$59K +1,118 +2%
AL
54
AJO LP
Pennsylvania
$3.29M +$2.6M +49,275 +595%
Ohio Public Employees Retirement System (OPERS)
55
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.25M – – –
Deutsche Bank
56
Deutsche Bank
Germany
$3.22M +$723K +13,700 +32%
Prudential Financial
57
Prudential Financial
New Jersey
$3.2M +$143K +2,710 +5%
Citadel Advisors
58
Citadel Advisors
Florida
$3.18M +$1.09M +20,552 +59%
AG
59
Algert Global
California
$3.13M +$465K +8,807 +19%
TA
60
Teachers Advisors
New York
$3.02M -$71.1K -1,347 -2%
Swiss National Bank
61
Swiss National Bank
Switzerland
$2.85M – – –
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$2.75M -$276K -5,231 -10%
GAM
63
Gotham Asset Management
New York
$2.73M -$742K -14,054 -23%
CS
64
Credit Suisse
Switzerland
$2.67M +$966K +18,296 +64%
PIM
65
Profit Investment Management
Maryland
$2.32M -$255K -4,833 -11%
UBS Group
66
UBS Group
Switzerland
$2.31M +$105K +1,982 +5%
Canada Life
67
Canada Life
Manitoba, Canada
$2.31M -$151K -2,857 -7%
JP Morgan Chase
68
JP Morgan Chase
New York
$2.19M +$262K +4,968 +15%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$2.19M +$333K +6,310 +20%
Bessemer Group
70
Bessemer Group
New Jersey
$2.01M – – –
RCAMU
71
Rothschild & Co Asset Management US
Connecticut
$1.91M -$4.65K -88 -0.3%
CM
72
CS McKee
Pennsylvania
$1.88M +$29K +550 +2%
FNBOO
73
First National Bank of Omaha
Nebraska
$1.82M +$28.8K +545 +2%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$1.77M -$483K -9,142 -23%
KeyBank National Association
75
KeyBank National Association
Ohio
$1.67M -$89.8K -1,700 -6%
1 2
3
4 5

FWRD Hedge Fund Activity: Q3 2017 in Review

184 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q3 2017, worth a combined $1.66B — up 5% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FWRD positions and 12 closed out — a net gain of 12 holders — while 82 added to existing stakes and 49 trimmed.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $12.9M. The largest seller was Invesco, cutting an estimated $54.9M.

  • 184 institutional investors held Forward Air (FWRD) as of Q3 2017, up from 175 in Q2 2017.
  • Funds reported $1.66B of Forward Air stock for Q3 2017, up 5% quarter-over-quarter.
  • 24 funds opened new Forward Air positions in Q3 2017 and 12 closed out, a net change of +12 holders.
  • The largest Forward Air buyer in Q3 2017 was ArrowMark Colorado Holdings, an estimated $12.9M added.
  • The largest Forward Air seller in Q3 2017 was Invesco, an estimated $54.9M sold.

Based on aggregated 13F filings for Q3 2017.