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Forward Air
FWRD

240 hedge funds and large institutions have $3.19B invested in Forward Air in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 73 increasing their positions, 90 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $2.5M | Put options by funds: $750K

171% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 17

45% more capital invested

Capital invested by funds: $2.19B → $3.19B (+$997M)

12% more funds holding

Funds holding: 215 → 240 (+25)

0.44% more ownership

Funds ownership: 97.41% → 97.84% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

19% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 90

Holders
240
Holders Change
+25
Holders Change %
+11.63%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
46
Increased
73
Reduced
90
Closed
17
Calls
$2.5M
Puts
$750K
Net Calls
+$1.75M
Net Calls Change
+$889K

Top Buyers

1
DCM
Driehaus Capital Management
Illinois
+$33M
2
SAM
Silvercrest Asset Management
New York
+$31.5M
3
RA
Royce & Associates
New York
+$21.7M
4
UBS AM
UBS AM
Illinois
+$15M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$6.97M

Top Sellers

1
AA
Ancora Advisors
Ohio
-$39.8M
2
SAM
Scopus Asset Management
New York
-$22.2M
3
Victory Capital Management
Victory Capital Management
Texas
-$14.1M
4
SSA
Schonfeld Strategic Advisors
New York
-$9.9M
5
Deutsche Bank
Deutsche Bank
Germany
-$9.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ohio Public Employees Retirement System (OPERS)
51
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.67M -$1.33K -13 -0%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.65M +$14.3K +140 +0.3%
Wells Fargo
53
Wells Fargo
California
$6.27M -$2.28M -22,324 -30%
Hotchkis & Wiley Capital Management
54
Hotchkis & Wiley Capital Management
California
$6M -$361K -3,530 -7%
PIM
55
Profit Investment Management
Maryland
$5.8M -$972K -9,500 -17%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$5.64M +$4.29M +41,892 +886%
EGI
57
EAM Global Investors
California
$5.46M +$4.61M +45,071 New
SBH
58
Segall Bryant & Hamill
Illinois
$5.34M -$7.06K -69 -0.2%
AllianceBernstein
59
AllianceBernstein
Tennessee
$4.95M +$1.53K +15 +0%
Marshall Wace
60
Marshall Wace
United Kingdom
$4.78M +$4.04M +39,488 New
Fidelity Investments
61
Fidelity Investments
Massachusetts
$4.61M +$1.77M +17,300 +83%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$4.54M +$48K +469 +1%
RWM
63
RBA Wealth Management
California
$4.26M +$3.6M +35,216 New
Barclays
64
Barclays
United Kingdom
$4.24M +$1.21M +11,842 +51%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$4.21M -$1.17M -11,394 -25%
EI
66
EAM Investors
California
$4.16M +$3.51M +34,332 New
Squarepoint
67
Squarepoint
New York
$4.11M +$1.44M +14,117 +71%
ACA
68
Aptus Capital Advisors
Alabama
$3.87M +$623K +6,090 +24%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$3.73M -$736K -7,196 -19%
First Trust Advisors
70
First Trust Advisors
Illinois
$3.67M +$2.38M +23,233 +326%
Goldman Sachs
71
Goldman Sachs
New York
$3.56M -$1.52M -14,890 -34%
CCG
72
Chatham Capital Group
Georgia
$3.43M +$7.67K +75 +0.3%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$3.31M +$79.2K +774 +3%
State of New Jersey Common Pension Fund D
74
State of New Jersey Common Pension Fund D
New Jersey
$3.3M -$343K -3,353 -11%
MHI
75
Miller Howard Investments
New York
$3.3M +$93.5K +914 +3%
1 2
3
4 5

FWRD Hedge Fund Activity: Q4 2021 in Review

240 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2021, worth a combined $3.19B — up 45% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FWRD positions and 17 closed out — a net gain of 29 holders — while 73 added to existing stakes and 90 trimmed.

The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $33M. The largest seller was Ancora Advisors, cutting an estimated $39.8M.

  • 240 institutional investors held Forward Air (FWRD) as of Q4 2021, up from 215 in Q3 2021.
  • Funds reported $3.19B of Forward Air stock for Q4 2021, up 45% quarter-over-quarter.
  • 46 funds opened new Forward Air positions in Q4 2021 and 17 closed out, a net change of +29 holders.
  • The largest Forward Air buyer in Q4 2021 was Driehaus Capital Management, an estimated $33M added.
  • The largest Forward Air seller in Q4 2021 was Ancora Advisors, an estimated $39.8M sold.

Based on aggregated 13F filings for Q4 2021.