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Forward Air
FWRD

215 hedge funds and large institutions have $2.19B invested in Forward Air in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 93 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 97.32% → 97.41% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less funds holding

Funds holding: 220 → 215 (-5)

8% less capital invested

Capital invested by funds: $2.38B → $2.19B (-$192M)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

32% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 93

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
3.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
63
Reduced
93
Closed
19
Calls
$864K
Puts
–
Net Calls
+$864K
Net Calls Change
+$14.6M

Top Buyers

1
SSA
Schonfeld Strategic Advisors
New York
+$10.4M
2
Deutsche Bank
Deutsche Bank
Germany
+$8.07M
3
WMSA
Weiss Multi-Strategy Advisers
New York
+$5.09M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$3.51M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.41M

Top Sellers

1
BlackRock
BlackRock
New York
-$9.51M
2
Millennium Management
Millennium Management
New York
-$7.69M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.61M
4
Victory Capital Management
Victory Capital Management
Texas
-$5.76M
5
ACM
Atlanta Capital Management
Georgia
-$3.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
51
Premier Fund Managers
United Kingdom
$4.91M – – –
PIM
52
Profit Investment Management
Maryland
$4.76M – – –
Ohio Public Employees Retirement System (OPERS)
53
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.57M -$668K -7,639 -12%
Public Sector Pension Investment Board (PSP Investments)
54
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.55M -$92.7K -1,060 -2%
Hotchkis & Wiley Capital Management
55
Hotchkis & Wiley Capital Management
California
$4.41M -$49K -560 -1%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$3.83M +$3.51M +40,117 +662%
Goldman Sachs
57
Goldman Sachs
New York
$3.68M -$386K -4,418 -9%
SBH
58
Segall Bryant & Hamill
Illinois
$3.67M -$38.7K -442 -1%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$3.39M +$2.11M +24,133 +144%
AllianceBernstein
60
AllianceBernstein
Tennessee
$3.39M -$116K -1,330 -3%
RJA
61
Raymond James & Associates
Florida
$3.33M -$479K -5,476 -12%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$3.16M +$127K +1,453 +4%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$3.08M -$42.1K -482 -1%
SG Americas Securities
64
SG Americas Securities
New York
$2.93M +$132K +1,505 +4%
CI
65
Cambiar Investors
Colorado
$2.73M +$247K +2,821 +9%
UBS AM
66
UBS AM
Illinois
$2.72M +$716K +8,192 +33%
Citadel Advisors
67
Citadel Advisors
Florida
$2.55M -$6.61M -75,602 -71%
State of New Jersey Common Pension Fund D
68
State of New Jersey Common Pension Fund D
New Jersey
$2.54M +$383K +4,376 +17%
Prudential Financial
69
Prudential Financial
New Jersey
$2.49M -$94.5K -1,081 -3%
CCG
70
Chatham Capital Group
Georgia
$2.35M -$24.7K -283 -1%
Millennium Management
71
Millennium Management
New York
$2.31M -$7.69M -87,892 -76%
Comerica Bank
72
Comerica Bank
Texas
$2.27M -$89.2K -1,020 -4%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$2.2M +$1.48M +16,921 +176%
MHI
74
Miller Howard Investments
New York
$2.19M -$33.3K -381 -1%
ACA
75
Aptus Capital Advisors
Alabama
$2.15M +$406K +4,640 +22%
1 2
3
4 5

FWRD Hedge Fund Activity: Q3 2021 in Review

215 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q3 2021, worth a combined $2.19B — down 8.1% from $2.38B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FWRD and 16 opened new positions — a net loss of 3 holders — while 93 trimmed existing stakes and 63 added.

The largest buyer was Schonfeld Strategic Advisors, opening a new position worth an estimated $10.4M. The largest seller was BlackRock, cutting an estimated $9.51M.

  • 215 institutional investors held Forward Air (FWRD) as of Q3 2021, down from 220 in Q2 2021.
  • Funds reported $2.19B of Forward Air stock for Q3 2021, down 8.1% quarter-over-quarter.
  • 16 funds opened new Forward Air positions in Q3 2021 and 19 closed out, a net change of -3 holders.
  • The largest Forward Air buyer in Q3 2021 was Schonfeld Strategic Advisors, an estimated $10.4M added.
  • The largest Forward Air seller in Q3 2021 was BlackRock, an estimated $9.51M sold.

Based on aggregated 13F filings for Q3 2021.