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Forward Air
FWRD

166 hedge funds and large institutions have $1.45B invested in Forward Air in 2014 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 4

15% more funds holding

Funds holding: 144 → 166 (+22)

7% more capital invested

Capital invested by funds: $1.36B → $1.45B (+$92.9M)

8% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 53

Holders
166
Holders Change
+22
Holders Change %
+15.28%
% of All Funds
4.79%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
27
Increased
57
Reduced
53
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$7.28M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$6.57M
3
SCM
SG Capital Management
Illinois
+$5.72M
4
Morgan Stanley
Morgan Stanley
New York
+$4.3M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.67M

Top Sellers

Rank Fund Capital Flow
1
CWAM
Columbia Wanger Asset Management
Illinois
-$15.3M
2
Ameriprise
Ameriprise
Minnesota
-$5.59M
3
Victory Capital Management
Victory Capital Management
Texas
-$3.51M
4
Goldman Sachs
Goldman Sachs
New York
-$2.41M
5
CM
CS McKee
Pennsylvania
-$2.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$1.18M +$46.9K +1,062 +4%
KeyBank National Association
77
KeyBank National Association
Ohio
$1.16M -$296K -6,709 -21%
MLICM
78
Metropolitan Life Insurance Company (MetLife)
New York
$1.13M – – –
Macquarie Group
79
Macquarie Group
Australia
$1.11M – – –
TC
80
TFS Capital
Pennsylvania
$1.09M +$472K +10,680 +82%
AIG
81
American International Group
New York
$1.09M +$28.5K +645 +3%
Two Sigma Investments
82
Two Sigma Investments
New York
$1.09M +$1.04M +23,597 New
ASRS
83
Arizona State Retirement System
Arizona
$993K -$124K -2,800 -11%
STC
84
SEI Trust Company
Pennsylvania
$972K +$152K +3,435 +19%
HAMF
85
Hatteras Alternative Mutual Funds
North Carolina
$948K -$122K -2,765 -12%
NSEDCP
86
NJ State Employees Deferred Compensation Plan
New Jersey
$922K – – –
BA
87
BlackRock Advisors
Delaware
$915K +$33K +746 +4%
DCM
88
Dupont Capital Management
Delaware
$854K +$819K +18,527 New
TCM
89
Timpani Capital Management
Wisconsin
$835K +$800K +18,105 New
MAM
90
Martingale Asset Management
Massachusetts
$835K +$800K +18,107 New
CCG
91
Chatham Capital Group
Georgia
$795K – – –
First Trust Advisors
92
First Trust Advisors
Illinois
$777K -$237K -5,354 -24%
FA
93
FDx Advisors
Illinois
$776K -$7.56K -171 -1%
Millennium Management
94
Millennium Management
New York
$728K -$84.6K -1,915 -11%
NCCM
95
Nine Chapters Capital Management
New Jersey
$687K +$658K +14,900 New
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$684K -$115K -2,600 -15%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$658K -$671K -15,187 -52%
LSERS
98
Louisiana State Employees Retirement System
Louisiana
$655K – – –
BMCMI
99
Bryn Mawr Capital Management Inc
Pennsylvania
$646K +$619K +14,013 New
Tudor Investment Corp
100
Tudor Investment Corp
Connecticut
$635K +$329K +7,451 +118%
2 3
4
5 6

FWRD Hedge Fund Activity: Q1 2014 in Review

166 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q1 2014, worth a combined $1.45B — up 6.8% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FWRD positions and 4 closed out — a net gain of 23 holders — while 57 added to existing stakes and 53 trimmed.

The largest buyer was Invesco, adding an estimated $7.28M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $15.3M.

  • 166 institutional investors held Forward Air (FWRD) as of Q1 2014, up from 144 in Q4 2013.
  • Funds reported $1.45B of Forward Air stock for Q1 2014, up 6.8% quarter-over-quarter.
  • 27 funds opened new Forward Air positions in Q1 2014 and 4 closed out, a net change of +23 holders.
  • The largest Forward Air buyer in Q1 2014 was Invesco, an estimated $7.28M added.
  • The largest Forward Air seller in Q1 2014 was Columbia Wanger Asset Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2014.