We are live on ! Find out more
FWRD icon

Forward Air
FWRD

168 hedge funds and large institutions have $1.42B invested in Forward Air in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0.73% more ownership

Funds ownership: 97.96% → 98.68% (+0.73%)

0% more capital invested

Capital invested by funds: $1.42B → $1.42B (+$3.18M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

6% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 62

2% less funds holding

Funds holding: 172 → 168 (-4)

Holders
168
Holders Change
-4
Holders Change %
-2.33%
% of All Funds
4.18%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
58
Reduced
62
Closed
19
Calls
$352K
Puts
–
Net Calls
+$352K
Net Calls Change
+$44K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$184M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$5.54M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$4.46M
4
Millennium Management
Millennium Management
New York
+$3.93M
5
TCM
Tributary Capital Management
Nebraska
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$10.4M
2
RA
Royce & Associates
New York
-$8.76M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.5M
4
Invesco
Invesco
Georgia
-$2.96M
5
ACM
Atlanta Capital Management
Georgia
-$2.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
76
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.05M +$33.9K +700 +3%
TPSF
77
Texas Permanent School Fund
Texas
$1.04M -$18.2K -376 -2%
MLICM
78
Metropolitan Life Insurance Company (MetLife)
New York
$1M – – –
AP
79
AHL Partners
United Kingdom
$989K -$999K -20,600 -50%
IPC
80
Independent Portfolio Consultants
Florida
$957K +$43.6K +900 +5%
NSEDCP
81
NJ State Employees Deferred Compensation Plan
New Jersey
$951K – – –
CCMINC
82
Cardinal Capital Management Inc (North Carolina)
North Carolina
$909K +$11.6K +240 +1%
CCG
83
Chatham Capital Group
Georgia
$903K -$106K -2,187 -10%
AIG
84
American International Group
New York
$872K -$175K -3,617 -16%
NFA
85
Nationwide Fund Advisors
Ohio
$866K -$62K -1,278 -7%
First Trust Advisors
86
First Trust Advisors
Illinois
$847K +$47.7K +983 +6%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$813K +$33.5K +690 +4%
SCM
88
Silver Capital Management
New York
$803K -$29.1K -600 -3%
TAM
89
THB Asset Management
Connecticut
$766K – – –
MC
90
Menta Capital
California
$756K -$454K -9,354 -37%
ASRS
91
Arizona State Retirement System
Arizona
$750K +$4.85K +100 +0.6%
O
92
OppenheimerFunds
New York
$748K +$148K +3,042 +24%
FA
93
FDx Advisors
Illinois
$717K -$1.75K -36 -0.2%
LCM
94
Logan Capital Management
Pennsylvania
$666K +$21.1K +435 +3%
PP
95
Paloma Partners
Connecticut
$660K +$673K +13,875 New
NIC
96
Northwest Investment Counselors
Oregon
$652K +$19K +392 +3%
CG
97
Clinton Group
New York
$604K -$101K -2,091 -14%
AAM
98
Azzad Asset Management
Virginia
$602K +$6.06K +125 +1%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$588K – – –
LSERS
100
Louisiana State Employees Retirement System
Louisiana
$585K – – –
2 3
4
5 6

FWRD Hedge Fund Activity: Q1 2017 in Review

168 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q1 2017, worth a combined $1.42B — up 0.22% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FWRD positions and 19 closed out — a net gain of 2 holders — while 58 added to existing stakes and 62 trimmed.

The largest buyer was BlackRock, adding an estimated $184M. The largest seller was Goldman Sachs, cutting an estimated $10.4M.

  • 168 institutional investors held Forward Air (FWRD) as of Q1 2017, down from 172 in Q4 2016.
  • Funds reported $1.42B of Forward Air stock for Q1 2017, up 0.22% quarter-over-quarter.
  • 21 funds opened new Forward Air positions in Q1 2017 and 19 closed out, a net change of +2 holders.
  • The largest Forward Air buyer in Q1 2017 was BlackRock, an estimated $184M added.
  • The largest Forward Air seller in Q1 2017 was Goldman Sachs, an estimated $10.4M sold.

Based on aggregated 13F filings for Q1 2017.