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Forward Air
FWRD

184 hedge funds and large institutions have $1.66B invested in Forward Air in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

67% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 49

5% more funds holding

Funds holding: 175 → 184 (+9)

5% more capital invested

Capital invested by funds: $1.58B → $1.66B (+$79.5M)

2.05% less ownership

Funds ownership: 98.02% → 95.98% (-2%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.71M

Holders
184
Holders Change
+9
Holders Change %
+5.14%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
24
Increased
82
Reduced
49
Closed
12
Calls
–
Puts
$1.71M
Net Calls
-$1.71M
Net Calls Change
-$1.38M

Top Buyers

1
ACH
ArrowMark Colorado Holdings
Colorado
+$12.9M
2
CI
Cambiar Investors
Colorado
+$7.77M
3
Victory Capital Management
Victory Capital Management
Texas
+$7.36M
4
Millennium Management
Millennium Management
New York
+$6.95M
5
BlackRock
BlackRock
New York
+$5.81M

Top Sellers

1
Invesco
Invesco
Georgia
-$54.9M
2
VVP
Vulcan Value Partners
Alabama
-$35.4M
3
DCM
Daruma Capital Management
New York
-$13.8M
4
VFA
Virtus Fund Advisers
Connecticut
-$7.27M
5
RA
Royce & Associates
New York
-$3.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of Tennessee, Department of Treasury
76
State of Tennessee, Department of Treasury
Tennessee
$1.56M -$90.9K -1,721 -6%
CCMINC
77
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.39M +$115K +2,173 +10%
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$1.39M +$1.28M +24,260 New
AIG
79
American International Group
New York
$1.36M +$68.7K +1,301 +6%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$1.32M – – –
Jacobs Levy Equity Management
81
Jacobs Levy Equity Management
New Jersey
$1.31M +$1.2M +22,820 New
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.3M -$24.3K -460 -2%
TPSF
83
Texas Permanent School Fund
Texas
$1.27M +$3.12K +59 +0.3%
Two Sigma Investments
84
Two Sigma Investments
New York
$1.22M +$1.13M +21,313 New
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$1.2M – – –
CCG
86
Chatham Capital Group
Georgia
$1.16M – – –
NSEDCP
87
NJ State Employees Deferred Compensation Plan
New Jersey
$1.15M – – –
Allianz Asset Management
88
Allianz Asset Management
Germany
$1.1M +$1.02M +19,305 New
Public Sector Pension Investment Board (PSP Investments)
89
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.09M +$188K +3,555 +23%
SG Americas Securities
90
SG Americas Securities
New York
$1.08M +$841K +15,934 +536%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$1.06M +$13.7K +260 +1%
NFA
92
Nationwide Fund Advisors
Ohio
$997K -$11.2K -212 -1%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$933K +$320K +6,068 +59%
ASRS
94
Arizona State Retirement System
Arizona
$897K -$5.28K -100 -0.6%
UBS AM
95
UBS AM
Illinois
$891K +$9.61K +182 +1%
LCM
96
Logan Capital Management
Pennsylvania
$801K – – –
CIP
97
Convergence Investment Partners
Florida
$786K +$726K +13,742 New
Squarepoint
98
Squarepoint
New York
$785K +$520K +9,855 +255%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$784K – – –
NIC
100
Northwest Investment Counselors
Oregon
$784K +$53 +1 +0%
2 3
4
5 6

FWRD Hedge Fund Activity: Q3 2017 in Review

184 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q3 2017, worth a combined $1.66B — up 5% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FWRD positions and 12 closed out — a net gain of 12 holders — while 82 added to existing stakes and 49 trimmed.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $12.9M. The largest seller was Invesco, cutting an estimated $54.9M.

  • 184 institutional investors held Forward Air (FWRD) as of Q3 2017, up from 175 in Q2 2017.
  • Funds reported $1.66B of Forward Air stock for Q3 2017, up 5% quarter-over-quarter.
  • 24 funds opened new Forward Air positions in Q3 2017 and 12 closed out, a net change of +12 holders.
  • The largest Forward Air buyer in Q3 2017 was ArrowMark Colorado Holdings, an estimated $12.9M added.
  • The largest Forward Air seller in Q3 2017 was Invesco, an estimated $54.9M sold.

Based on aggregated 13F filings for Q3 2017.