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Forward Air
FWRD

223 hedge funds and large institutions have $1.74B invested in Forward Air in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 91 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

423% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $274K

8% more capital invested

Capital invested by funds: $1.61B → $1.74B (+$130M)

1.56% more ownership

Funds ownership: 95.21% → 96.77% (+1.6%)

4% less funds holding

Funds holding: 232 → 223 (-9)

28% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 29

30% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 91

Holders
223
Holders Change
-9
Holders Change %
-3.88%
% of All Funds
4.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
64
Reduced
91
Closed
29
Calls
$1.43M
Puts
$274K
Net Calls
+$1.16M
Net Calls Change
+$721K

Top Buyers

Rank Fund Capital Flow
1
SAM
Scopus Asset Management
New York
+$30.9M
2
SAM
Silvercrest Asset Management
New York
+$20.7M
3
Invesco
Invesco
Georgia
+$16.1M
4
ClearBridge Investments
ClearBridge Investments
New York
+$9.23M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$7.15M

Top Sellers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
-$21.9M
2
USAA
United Services Automobile Association
Texas
-$9.98M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.23M
4
Deutsche Bank
Deutsche Bank
Germany
-$6.97M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$6.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
76
Two Sigma Advisers
New York
$1.7M -$993K -16,200 -38%
CM
77
CS McKee
Pennsylvania
$1.67M – – –
UBS AM
78
UBS AM
Illinois
$1.61M +$231K +3,776 +18%
CCMINC
79
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.57M -$4.78K -78 -0.3%
Squarepoint
80
Squarepoint
New York
$1.51M +$780K +12,726 +115%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$1.49M -$45.3K -739 -3%
AAM
82
Azzad Asset Management
Virginia
$1.48M +$725K +11,837 +84%
Boston Partners
83
Boston Partners
Massachusetts
$1.47M -$144K -2,355 -9%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$1.43M +$5.21K +85 +0.4%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$1.41M – – –
SOADOR
86
State of Alaska Department of Revenue
Alaska
$1.39M +$735K +11,999 +123%
Holocene Advisors
87
Holocene Advisors
New York
$1.37M +$1.32M +21,530 New
AIG
88
American International Group
New York
$1.33M -$31.9K -520 -2%
CS
89
Credit Suisse
Switzerland
$1.32M -$16.2K -265 -1%
Citigroup
90
Citigroup
New York
$1.32M -$74.1K -1,210 -6%
ACM
91
AlphaCrest Capital Management
New York
$1.26M +$662K +10,800 +120%
PI
92
PineBridge Investments
New York
$1.23M -$105K -1,714 -8%
TPSF
93
Texas Permanent School Fund
Texas
$1.23M -$16.9K -276 -1%
IP
94
Isthmus Partners
Wisconsin
$1.2M +$1.16M +18,894 New
LCM
95
Logan Capital Management
Pennsylvania
$1.16M -$15.9K -260 -1%
State of Tennessee, Department of Treasury
96
State of Tennessee, Department of Treasury
Tennessee
$1.14M -$165K -2,700 -13%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.12M -$15.8K -258 -1%
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$1.11M -$120K -1,956 -10%
GC
99
Globeflex Capital
California
$1.07M – – –
DCM
100
Driehaus Capital Management
Illinois
$1.04M +$203K +3,318 +26%
2 3
4
5 6

FWRD Hedge Fund Activity: Q3 2019 in Review

223 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q3 2019, worth a combined $1.74B — up 8.1% from $1.61B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FWRD and 21 opened new positions — a net loss of 8 holders — while 91 trimmed existing stakes and 64 added.

The largest buyer was Scopus Asset Management, opening a new position worth an estimated $30.9M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $21.9M.

  • 223 institutional investors held Forward Air (FWRD) as of Q3 2019, down from 232 in Q2 2019.
  • Funds reported $1.74B of Forward Air stock for Q3 2019, up 8.1% quarter-over-quarter.
  • 21 funds opened new Forward Air positions in Q3 2019 and 29 closed out, a net change of -8 holders.
  • The largest Forward Air buyer in Q3 2019 was Scopus Asset Management, an estimated $30.9M added.
  • The largest Forward Air seller in Q3 2019 was ArrowMark Colorado Holdings, an estimated $21.9M sold.

Based on aggregated 13F filings for Q3 2019.