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Forward Air
FWRD

172 hedge funds and large institutions have $1.42B invested in Forward Air in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

97.96% more ownership

Funds ownership: 0% → 97.96% (+98%)

10% more capital invested

Capital invested by funds: $1.29B → $1.42B (+$124M)

8% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 62

5% less funds holding

Funds holding: 182 → 172 (-10)

31% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 26

Holders
172
Holders Change
-10
Holders Change %
-5.49%
% of All Funds
4.3%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
18
Increased
67
Reduced
62
Closed
26
Calls
$308K
Puts
–
Net Calls
+$308K
Net Calls Change
+$308K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$13.3M
2
DCM
Daruma Capital Management
New York
+$13.2M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$13.1M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$12.5M
5
Victory Capital Management
Victory Capital Management
Texas
+$8.71M

Top Sellers

1
RP
Riverbridge Partners
Minnesota
-$18.9M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$11.2M
3
Goldman Sachs
Goldman Sachs
New York
-$10M
4
RA
Royce & Associates
New York
-$8.37M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$7.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$1.14M +$49.1K +1,074 +5%
FNBOO
77
First National Bank of Omaha
Nebraska
$1.12M +$67K +1,464 +7%
TPSF
78
Texas Permanent School Fund
Texas
$1.05M -$36K -786 -3%
AIG
79
American International Group
New York
$1.04M -$12.9K -283 -1%
Public Sector Pension Investment Board (PSP Investments)
80
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.01M – – –
CCG
81
Chatham Capital Group
Georgia
$1M +$178K +3,900 +23%
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$997K -$27.7K -605 -3%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$960K -$4.25K -93 -0.5%
NSEDCP
84
NJ State Employees Deferred Compensation Plan
New Jersey
$948K – – –
NFA
85
Nationwide Fund Advisors
Ohio
$923K -$58.4K -1,277 -6%
IPC
86
Independent Portfolio Consultants
Florida
$911K +$49.6K +1,085 +6%
CCMINC
87
Cardinal Capital Management Inc (North Carolina)
North Carolina
$894K +$126K +2,757 +17%
Credit Agricole
88
Credit Agricole
France
$890K -$80.2K -1,754 -9%
SCM
89
Silver Capital Management
New York
$828K -$1.83K -40 -0.2%
First Trust Advisors
90
First Trust Advisors
Illinois
$797K -$320K -6,990 -29%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$778K +$43.9K +960 +6%
TAM
92
THB Asset Management
Connecticut
$763K – – –
ASRS
93
Arizona State Retirement System
Arizona
$743K – – –
FA
94
FDx Advisors
Illinois
$716K -$111K -2,436 -14%
CG
95
Clinton Group
New York
$701K +$27.8K +607 +4%
Two Sigma Investments
96
Two Sigma Investments
New York
$644K +$42.8K +935 +7%
LCM
97
Logan Capital Management
Pennsylvania
$643K -$30.5K -667 -5%
NIC
98
Northwest Investment Counselors
Oregon
$630K -$11.3K -246 -2%
O
99
OppenheimerFunds
New York
$601K +$120K +2,617 +26%
AAM
100
Azzad Asset Management
Virginia
$594K +$124K +2,704 +28%
2 3
4
5 6

FWRD Hedge Fund Activity: Q4 2016 in Review

172 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2016, worth a combined $1.42B — up 9.6% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FWRD and 18 opened new positions — a net loss of 8 holders — while 62 trimmed existing stakes and 67 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $13.3M. The largest seller was Riverbridge Partners, exiting entirely with an estimated $18.9M sold.

  • 172 institutional investors held Forward Air (FWRD) as of Q4 2016, down from 182 in Q3 2016.
  • Funds reported $1.42B of Forward Air stock for Q4 2016, up 9.6% quarter-over-quarter.
  • 18 funds opened new Forward Air positions in Q4 2016 and 26 closed out, a net change of -8 holders.
  • The largest Forward Air buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $13.3M added.
  • The largest Forward Air seller in Q4 2016 was Riverbridge Partners, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2016.