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Forward Air
FWRD

196 hedge funds and large institutions have $1.53B invested in Forward Air in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 87 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

548% more call options, than puts

Call options by funds: $2.9M | Put options by funds: $447K

14% more capital invested

Capital invested by funds: $1.35B → $1.53B (+$186M)

0.97% less ownership

Funds ownership: 96.65% → 95.68% (-0.97%)

5% less funds holding

Funds holding: 206 → 196 (-10)

26% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 31

34% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 87

Holders
196
Holders Change
-10
Holders Change %
-4.85%
% of All Funds
3.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
57
Reduced
87
Closed
31
Calls
$2.9M
Puts
$447K
Net Calls
+$2.45M
Net Calls Change
+$3.19M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$31.3M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$25.8M
3
AA
Ancora Advisors
Ohio
+$23.5M
4
Man Group
Man Group
United Kingdom
+$6.53M
5
IECM
Intrinsic Edge Capital Management
Illinois
+$6.42M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$50.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$5.6M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$5.06M
4
RA
Royce & Associates
New York
-$4.79M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$1.51M +$54.9K +1,000 +4%
SOADOR
77
State of Alaska Department of Revenue
Alaska
$1.5M -$13.2K -240 -0.9%
TPSF
78
Texas Permanent School Fund
Texas
$1.5M +$221K +4,031 +18%
Acadian Asset Management
79
Acadian Asset Management
Massachusetts
$1.48M – – –
MHI
80
Miller Howard Investments
New York
$1.47M -$105K -1,919 -7%
CCMINC
81
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.43M +$43.9K +800 +3%
Ensign Peak Advisors
82
Ensign Peak Advisors
Utah
$1.39M – – –
RWM
83
RBA Wealth Management
California
$1.36M +$285K +5,197 +28%
RJA
84
Raymond James & Associates
Florida
$1.33M -$13.3K -242 -1%
COPPSERS
85
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.25M +$419K +7,631 +54%
SFI
86
Susquehanna Fundamental Investments
Pennsylvania
$1.24M +$735K +13,400 +163%
TRCT
87
Tower Research Capital (TRC)
New York
$1.2M +$971K +17,704 +567%
First Trust Advisors
88
First Trust Advisors
Illinois
$1.16M +$506K +9,216 +84%
UBS AM
89
UBS AM
Illinois
$1.14M -$71.9K -1,310 -6%
IP
90
Isthmus Partners
Wisconsin
$1.14M +$9.38K +171 +0.9%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$1.11M – – –
AIG
92
American International Group
New York
$1.1M -$26K -473 -2%
State of Tennessee, Department of Treasury
93
State of Tennessee, Department of Treasury
Tennessee
$1.07M +$160K +2,922 +19%
Los Angeles Capital Management
94
Los Angeles Capital Management
California
$1.07M +$79K +1,440 +8%
LCM
95
Logan Capital Management
Pennsylvania
$1.04M -$36.2K -660 -4%
US Bancorp
96
US Bancorp
Minnesota
$1M +$492K +8,959 +105%
Deutsche Bank
97
Deutsche Bank
Germany
$968K -$2.04M -37,167 -69%
SG Americas Securities
98
SG Americas Securities
New York
$960K -$129K -2,342 -12%
MWNA
99
Marshall Wace North America
New York
$932K +$890K +16,223 New
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$922K -$35.8K -652 -4%
2 3
4
5 6

FWRD Hedge Fund Activity: Q3 2020 in Review

196 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q3 2020, worth a combined $1.53B — up 14% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of FWRD and 23 opened new positions — a net loss of 8 holders — while 87 trimmed existing stakes and 57 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $31.3M. The largest seller was Wellington Management Group, cutting an estimated $50.5M.

  • 196 institutional investors held Forward Air (FWRD) as of Q3 2020, down from 206 in Q2 2020.
  • Funds reported $1.53B of Forward Air stock for Q3 2020, up 14% quarter-over-quarter.
  • 23 funds opened new Forward Air positions in Q3 2020 and 31 closed out, a net change of -8 holders.
  • The largest Forward Air buyer in Q3 2020 was Thrivent Financial for Lutherans, an estimated $31.3M added.
  • The largest Forward Air seller in Q3 2020 was Wellington Management Group, an estimated $50.5M sold.

Based on aggregated 13F filings for Q3 2020.