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Forward Air

191 hedge funds and large institutions have $636M invested in Forward Air in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 75 increasing their positions, 58 reducing their positions, and 75 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:

28% less capital invested

Capital invested by funds: $882M → $636M (-$246M)

44% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 75

53% less call options, than puts

Call options by funds: $6.92M | Put options by funds: $14.8M

Holders
191
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.92M
Puts
$14.8M
Net Calls
Net Calls Change

Top Buyers

1 +$52.3M
2 +$42.6M
3 +$23M
4
ICM
Irenic Capital Management
New York
+$20.3M
5
AA
Ancora Advisors
Ohio
+$18.3M

Top Sellers

1 -$66.2M
2 -$17.5M
3 -$12.8M
4
Man Group
Man Group
United Kingdom
-$12.3M
5
Invesco
Invesco
Georgia
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$1.36M
52
$1.33M
53
$1.33M
54
$1.17M
55
$1.13M
56
$990K
57
$960K
58
$944K
59
$886K
60
$884K
61
$876K
62
$871K
63
$867K
64
$867K
65
$793K
66
$789K
67
$700K
68
$700K
69
$693K
70
$611K
71
$604K
72
$577K
73
$571K
74
$556K
75
$516K