We are live on ! Find out more
FWRD icon

Forward Air

246 hedge funds and large institutions have $2.46B invested in Forward Air in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 89 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

1.68% more ownership

Funds ownership: 97.81%99.48% (+1.7%)

7% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 89

0% more funds holding

Funds holding: 246246 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $2.57B → $2.46B (-$109M)

Holders
246
Holders Change
Holders Change %
0%
% of All Funds
4.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
95
Reduced
89
Closed
24
Calls
$634K
Puts
Net Calls
+$634K
Net Calls Change
+$861K
Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
51
Marks Group Wealth Management
Minnesota
$5.71M -$15.1K -163 -0.3%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$5.61M -$1.11K -12 -0%
Man Group
53
Man Group
United Kingdom
$5.2M -$5.61M -60,533 Closed
Citadel Advisors
54
Citadel Advisors
Florida
$5.18M +$2.3M +24,783 +79%
PFM
55
Premier Fund Managers
United Kingdom
$5.17M
Ohio Public Employees Retirement System (OPERS)
56
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.06M -$7.32K -79 -0.1%
PIM
57
Profit Investment Management
Maryland
$4.88M -$312K -3,369 -6%
CSS
58
Cubist Systematic Strategies
Connecticut
$4.83M +$1.8M +19,379 +58%
Public Sector Pension Investment Board (PSP Investments)
59
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.57M -$54.5K -588 -1%
Millennium Management
60
Millennium Management
New York
$4.32M +$3.44M +37,147 +379%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
61
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.94M -$908K -9,800 -19%
Voloridge Investment Management
62
Voloridge Investment Management
Florida
$3.94M +$2.91M +31,428 +274%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$3.75M -$141K -1,519 -4%
AllianceBernstein
64
AllianceBernstein
Tennessee
$3.73M -$1.46M -15,780 -28%
First Trust Advisors
65
First Trust Advisors
Illinois
$3.55M +$3.06M +33,042 +593%
RWM
66
RBA Wealth Management
California
$3.35M +$77K +831 +2%
SBH
67
Segall Bryant & Hamill
Illinois
$3.32M -$349K -3,762 -9%
ACA
68
Aptus Capital Advisors
Alabama
$3.27M +$121K +1,305 +4%
Squarepoint
69
Squarepoint
New York
$3.21M -$1.93M -20,842 -37%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$3.17M +$8.06K +87 +0.3%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$3.14M +$241K +2,598 +8%
TD Asset Management
72
TD Asset Management
Ontario, Canada
$3.11M
MHI
73
Miller Howard Investments
New York
$2.81M +$148K +1,600 +6%
Wells Fargo
74
Wells Fargo
California
$2.67M -$1.4M -15,105 -34%
CCG
75
Chatham Capital Group
Georgia
$2.65M +$5.56K +60 +0.2%

FWRD Hedge Fund Activity: Q2 2022 in Review

246 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q2 2022, worth a combined $2.46B — down 4.2% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FWRD positions and 24 closed out — a net gain of 5 holders — while 95 added to existing stakes and 89 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.4M. The largest seller was Driehaus Capital Management, cutting an estimated $22.1M.

  • 246 institutional investors held Forward Air (FWRD) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $2.46B of Forward Air stock for Q2 2022, down 4.2% quarter-over-quarter.
  • 29 funds opened new Forward Air positions in Q2 2022 and 24 closed out, a net change of +5 holders.
  • The largest Forward Air buyer in Q2 2022 was Morgan Stanley, an estimated $28.4M added.
  • The largest Forward Air seller in Q2 2022 was Driehaus Capital Management, an estimated $22.1M sold.

Based on aggregated 13F filings for Q2 2022.