Forward Air
FWRD
FWRD
225 hedge funds and large institutions have $882M invested in Forward Air in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 94 increasing their positions, 62 reducing their positions, and 85 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
less funds holding
Funds holding: →
45% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 85
47% less capital invested
Capital invested by funds: $1.67B → $882M (-$787M)
63% less call options, than puts
Call options by funds: $12.1M | Put options by funds: $33.2M
Holders
225
Holding in Top 10
3
Calls
$12.1M
Puts
$33.2M
Top Buyers
| 1 | +$46.1M | |
| 2 | +$33.5M | |
| 3 | +$31M | |
| 4 |
Invesco
Atlanta,
Georgia
|
+$22M |
| 5 |
RPM
Ridgemont Partners Management
Charlotte,
North Carolina
|
+$21.8M |
Top Sellers
| 1 | -$48.4M | |
| 2 | -$43.3M | |
| 3 | -$34.7M | |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$28M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$25.8M |