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Forward Air
FWRD

206 hedge funds and large institutions have $2.37B invested in Forward Air in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

15% more capital invested

Capital invested by funds: $2.07B → $2.37B (+$301M)

4% more funds holding

Funds holding: 199 → 206 (+7)

0.92% less ownership

Funds ownership: 98.11% → 97.19% (-0.92%)

32% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 85

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
206
Holders Change
+7
Holders Change %
+3.52%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
28
Increased
58
Reduced
85
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$32.9M
2
AA
Ancora Advisors
Ohio
+$20.6M
3
JP Morgan Chase
JP Morgan Chase
New York
+$10M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$8.3M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.71M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
-$38.6M
2
SAM
Silvercrest Asset Management
New York
-$9.45M
3
BTW
Boston Trust Walden
Massachusetts
-$9M
4
Norges Bank
Norges Bank
Norway
-$7.75M
5
Victory Capital Management
Victory Capital Management
Texas
-$7.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
51
Profit Investment Management
Maryland
$5.09M +$261K +3,123 +6%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.04M -$347K -4,140 -7%
Citadel Advisors
53
Citadel Advisors
Florida
$5M +$4.71M +56,292 New
SAM
54
Scopus Asset Management
New York
$4.7M +$4.43M +52,893 New
WMSA
55
Weiss Multi-Strategy Advisers
New York
$4.55M +$4.29M +51,286 New
Hotchkis & Wiley Capital Management
56
Hotchkis & Wiley Capital Management
California
$4.34M +$275K +3,285 +7%
Renaissance Technologies
57
Renaissance Technologies
New York
$3.82M +$2.77M +33,101 +333%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$3.66M -$10.4K -124 -0.3%
AllianceBernstein
59
AllianceBernstein
Tennessee
$3.53M -$499K -5,960 -13%
First Trust Advisors
60
First Trust Advisors
Illinois
$3.44M +$1.99M +23,811 +160%
Barclays
61
Barclays
United Kingdom
$3.19M +$187K +2,237 +7%
Goldman Sachs
62
Goldman Sachs
New York
$3.06M +$225K +2,687 +8%
CI
63
Cambiar Investors
Colorado
$2.98M +$103K +1,225 +4%
Prudential Financial
64
Prudential Financial
New Jersey
$2.92M -$21.3K -254 -0.8%
UBS Group
65
UBS Group
Switzerland
$2.86M -$516K -6,164 -16%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$2.81M +$37K +442 +1%
PFM
67
Premier Fund Managers
United Kingdom
$2.67M – – –
CCG
68
Chatham Capital Group
Georgia
$2.54M +$104K +1,248 +5%
RWM
69
RBA Wealth Management
California
$2.49M +$101K +1,207 +4%
Comerica Bank
70
Comerica Bank
Texas
$2.49M -$91.4K -1,092 -4%
FNBOO
71
First National Bank of Omaha
Nebraska
$2.3M -$461K -5,509 -18%
CS
72
Credit Suisse
Switzerland
$2.29M -$617K -7,369 -22%
MHI
73
Miller Howard Investments
New York
$2.27M -$4.52K -54 -0.2%
CCMINC
74
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.26M +$11.8K +141 +0.6%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$2.19M – – –
1 2
3
4 5

FWRD Hedge Fund Activity: Q1 2021 in Review

206 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q1 2021, worth a combined $2.37B — up 15% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FWRD positions and 18 closed out — a net gain of 10 holders — while 58 added to existing stakes and 85 trimmed.

The largest buyer was Cardinal Capital Management LLC (Connecticut), opening a new position worth an estimated $32.9M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $38.6M.

  • 206 institutional investors held Forward Air (FWRD) as of Q1 2021, up from 199 in Q4 2020.
  • Funds reported $2.37B of Forward Air stock for Q1 2021, up 15% quarter-over-quarter.
  • 28 funds opened new Forward Air positions in Q1 2021 and 18 closed out, a net change of +10 holders.
  • The largest Forward Air buyer in Q1 2021 was Cardinal Capital Management LLC (Connecticut), an estimated $32.9M added.
  • The largest Forward Air seller in Q1 2021 was ArrowMark Colorado Holdings, an estimated $38.6M sold.

Based on aggregated 13F filings for Q1 2021.