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Forward Air
FWRD

170 hedge funds and large institutions have $1.7B invested in Forward Air in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $808K | Put options by funds: $337K

45% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 49

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

11% more capital invested

Capital invested by funds: $1.54B → $1.7B (+$165M)

2% more funds holding

Funds holding: 166 → 170 (+4)

Holders
170
Holders Change
+4
Holders Change %
+2.41%
% of All Funds
4.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
71
Reduced
49
Closed
21
Calls
$808K
Puts
$337K
Net Calls
+$471K
Net Calls Change
+$471K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$30.1M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$25.2M
3
CCI
Columbus Circle Investors
+$16.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.7M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$8.25M

Top Sellers

Rank Fund Capital Flow
1
FMI
Fiduciary Management Inc
Wisconsin
-$41.2M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$11M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$10.7M
4
RA
Royce & Associates
New York
-$9.73M
5
VVP
Vulcan Value Partners
Alabama
-$3.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
76
Swiss National Bank
Switzerland
$1.85M – – –
Morgan Stanley
77
Morgan Stanley
New York
$1.75M +$998K +19,522 +153%
Comerica Bank
78
Comerica Bank
Texas
$1.68M -$2.64M -51,724 -63%
IP
79
Interval Partners
New York
$1.63M +$1.53M +30,000 New
UBS Group
80
UBS Group
Switzerland
$1.62M +$77.9K +1,525 +5%
CS
81
Credit Suisse
Switzerland
$1.62M +$173K +3,383 +13%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$1.57M – – –
TPSF
83
Texas Permanent School Fund
Texas
$1.49M +$1.94K +38 +0.1%
KeyBank National Association
84
KeyBank National Association
Ohio
$1.45M +$20.4K +400 +2%
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$1.33M – – –
Macquarie Group
86
Macquarie Group
Australia
$1.3M – – –
State of Tennessee, Department of Treasury
87
State of Tennessee, Department of Treasury
Tennessee
$1.29M -$15.3K -300 -1%
AIG
88
American International Group
New York
$1.27M +$7.97K +156 +0.7%
GKIM
89
GW&K Investment Management
Massachusetts
$1.26M +$28.9K +565 +2%
NSEDCP
90
NJ State Employees Deferred Compensation Plan
New Jersey
$1.09M – – –
DIA
91
Dean Investment Associates
Ohio
$1.07M +$1.01M +19,770 New
BA
92
BlackRock Advisors
Delaware
$1.04M +$144K +2,826 +17%
TD Asset Management
93
TD Asset Management
Ontario, Canada
$976K -$18.5K -362 -2%
CCG
94
Chatham Capital Group
Georgia
$975K +$25.6K +500 +3%
MAM
95
Martingale Asset Management
Massachusetts
$973K -$30.7K -600 -3%
FA
96
FDx Advisors
Illinois
$865K -$11.4K -224 -1%
CAM
97
Capstone Asset Management
Texas
$856K +$70.5K +1,380 +10%
GC
98
Guggenheim Capital
Illinois
$835K +$157K +3,074 +25%
T. Rowe Price Associates
99
T. Rowe Price Associates
Maryland
$806K -$123K -2,400 -14%
AIM
100
abrdn Investment Management
United Kingdom
$793K +$240K +4,691 +47%
2 3
4
5 6

FWRD Hedge Fund Activity: Q1 2015 in Review

170 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q1 2015, worth a combined $1.7B — up 11% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FWRD positions and 21 closed out — a net gain of 7 holders — while 71 added to existing stakes and 49 trimmed.

The largest buyer was Invesco, adding an estimated $30.1M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $41.2M sold.

  • 170 institutional investors held Forward Air (FWRD) as of Q1 2015, up from 166 in Q4 2014.
  • Funds reported $1.7B of Forward Air stock for Q1 2015, up 11% quarter-over-quarter.
  • 28 funds opened new Forward Air positions in Q1 2015 and 21 closed out, a net change of +7 holders.
  • The largest Forward Air buyer in Q1 2015 was Invesco, an estimated $30.1M added.
  • The largest Forward Air seller in Q1 2015 was Fiduciary Management Inc, an estimated $41.2M sold.

Based on aggregated 13F filings for Q1 2015.