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Forward Air
FWRD

213 hedge funds and large institutions have $1.67B invested in Forward Air in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 12

20% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 66

16% more funds holding

Funds holding: 184 → 213 (+29)

1.67% more ownership

Funds ownership: 95.98% → 97.64% (+1.7%)

1% more capital invested

Capital invested by funds: $1.66B → $1.67B (+$11.1M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $258K

Holders
213
Holders Change
+29
Holders Change %
+15.76%
% of All Funds
4.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
42
Increased
79
Reduced
66
Closed
12
Calls
–
Puts
$258K
Net Calls
-$258K
Net Calls Change
+$1.45M

Top Buyers

Rank Fund Capital Flow
1
SAM
Scopus Asset Management
New York
+$24.3M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$7.95M
3
Morgan Stanley
Morgan Stanley
New York
+$3.79M
4
AL
AJO LP
Pennsylvania
+$3.71M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$3.06M

Top Sellers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
-$17.9M
2
RA
Royce & Associates
New York
-$13.8M
3
Victory Capital Management
Victory Capital Management
Texas
-$10.4M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$9.42M
5
Bank of America
Bank of America
North Carolina
-$5.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nordea Investment Management
51
Nordea Investment Management
Sweden
$4.42M -$3.13M -54,755 -42%
ACM
52
American Capital Management
New York
$4.25M -$19.4K -340 -0.5%
CAM
53
Cortina Asset Management
Wisconsin
$4.22M -$362K -6,330 -8%
MAM
54
Martingale Asset Management
Massachusetts
$4.17M -$595K -10,400 -13%
Citadel Advisors
55
Citadel Advisors
Florida
$4.12M +$930K +16,251 +29%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$3.71M +$294K +5,132 +9%
JP Morgan Chase
57
JP Morgan Chase
New York
$3.56M +$1.34M +23,422 +61%
Legal & General Group
58
Legal & General Group
United Kingdom
$3.51M -$43.9K -768 -1%
Prudential Financial
59
Prudential Financial
New Jersey
$3.28M +$69.8K +1,220 +2%
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.27M +$343 +6 +0%
Comerica Bank
61
Comerica Bank
Texas
$3.11M -$866K -15,144 -23%
AG
62
Algert Global
California
$3.08M -$61.1K -1,069 -2%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$3.08M +$3.06M +53,558 New
TA
64
Teachers Advisors
New York
$3.03M +$6.01K +105 +0.2%
Swiss National Bank
65
Swiss National Bank
Switzerland
$2.96M +$103K +1,800 +4%
PIM
66
Profit Investment Management
Maryland
$2.91M +$580K +10,144 +25%
ASRS
67
Arizona State Retirement System
Arizona
$2.87M +$1.97M +34,363 +219%
Boston Partners
68
Boston Partners
Massachusetts
$2.76M +$2.74M +47,975 New
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$2.71M -$50.4K -882 -2%
PP
70
PDT Partners
New York
$2.65M +$2.64M +46,100 New
GAM
71
Gotham Asset Management
New York
$2.55M -$191K -3,342 -7%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$2.51M +$724K +12,665 +41%
UBS Group
73
UBS Group
Switzerland
$2.36M +$37K +647 +2%
Renaissance Technologies
74
Renaissance Technologies
New York
$2.27M +$2.26M +39,539 New
Canada Life
75
Canada Life
Manitoba, Canada
$2.25M -$78.4K -1,370 -3%
1 2
3
4 5

FWRD Hedge Fund Activity: Q4 2017 in Review

213 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2017, worth a combined $1.67B — up 0.67% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FWRD positions and 12 closed out — a net gain of 30 holders — while 79 added to existing stakes and 66 trimmed.

The largest buyer was Scopus Asset Management, opening a new position worth an estimated $24.3M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $17.9M.

  • 213 institutional investors held Forward Air (FWRD) as of Q4 2017, up from 184 in Q3 2017.
  • Funds reported $1.67B of Forward Air stock for Q4 2017, up 0.67% quarter-over-quarter.
  • 42 funds opened new Forward Air positions in Q4 2017 and 12 closed out, a net change of +30 holders.
  • The largest Forward Air buyer in Q4 2017 was Scopus Asset Management, an estimated $24.3M added.
  • The largest Forward Air seller in Q4 2017 was ArrowMark Colorado Holdings, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2017.