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Forward Air
FWRD

220 hedge funds and large institutions have $2.38B invested in Forward Air in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

7% more funds holding

Funds holding: 206 → 220 (+14)

0% more capital invested

Capital invested by funds: $2.37B → $2.38B (+$9.94M)

0.13% more ownership

Funds ownership: 97.19% → 97.32% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

11% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 84

53% less call options, than puts

Call options by funds: $12.1M | Put options by funds: $25.8M

Holders
220
Holders Change
+14
Holders Change %
+6.8%
% of All Funds
3.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
75
Reduced
84
Closed
10
Calls
$12.1M
Puts
$25.8M
Net Calls
-$13.7M
Net Calls Change
-$13.7M

Top Buyers

Rank Fund Capital Flow
1
SAM
Scopus Asset Management
New York
+$18.6M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$12.1M
3
JGC
J. Goldman & Co
New York
+$9.21M
4
AA
Ancora Advisors
Ohio
+$8.43M
5
SAM
Silvercrest Asset Management
New York
+$5.26M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$22.9M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$19.6M
3
Victory Capital Management
Victory Capital Management
Texas
-$15.3M
4
ACH
ArrowMark Colorado Holdings
Colorado
-$6.88M
5
ROC
Running Oak Capital
Minnesota
-$5.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ensign Peak Advisors
76
Ensign Peak Advisors
Utah
$2.18M – – –
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$2.11M -$108K -1,177 -5%
Canada Life
78
Canada Life
Manitoba, Canada
$2.11M -$22.8K -247 -1%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$2.11M +$111K +1,200 +5%
EI
80
EAM Investors
California
$1.99M +$2.04M +22,150 New
ACA
81
Aptus Capital Advisors
Alabama
$1.91M +$294K +3,190 +18%
COPPSERS
82
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.88M -$24.5K -266 -1%
TPSF
83
Texas Permanent School Fund
Texas
$1.83M -$19.3K -209 -1%
LCM
84
Logan Capital Management
Pennsylvania
$1.81M +$26.6K +289 +1%
IP
85
Isthmus Partners
Wisconsin
$1.77M +$20K +217 +1%
HF
86
HRT Financial
New York
$1.77M +$238K +2,583 +15%
Deutsche Bank
87
Deutsche Bank
Germany
$1.72M -$103K -1,121 -6%
SOADOR
88
State of Alaska Department of Revenue
Alaska
$1.7M +$24K +260 +1%
SFI
89
Susquehanna Fundamental Investments
Pennsylvania
$1.67M -$516K -5,600 -23%
Two Sigma Investments
90
Two Sigma Investments
New York
$1.62M +$1.36M +14,797 +457%
Barclays
91
Barclays
United Kingdom
$1.59M -$1.68M -18,277 -51%
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
$1.5M +$1.21M +13,133 +366%
Citigroup
93
Citigroup
New York
$1.49M +$1.17M +12,721 +325%
California Public Employees Retirement System
94
California Public Employees Retirement System
California
$1.49M -$4.72M -51,182 -76%
Los Angeles Capital Management
95
Los Angeles Capital Management
California
$1.46M -$47.5K -515 -3%
SEI Investments
96
SEI Investments
Pennsylvania
$1.42M +$1.16M +12,544 +380%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.38M -$10.8K -117 -0.8%
AB
98
Amalgamated Bank
New York
$1.32M +$1.03M +11,220 +322%
NIC
99
Northwest Investment Counselors
Oregon
$1.28M – – –
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$1.27M – – –
2 3
4
5 6

FWRD Hedge Fund Activity: Q2 2021 in Review

220 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q2 2021, worth a combined $2.38B — up 0.42% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FWRD positions and 10 closed out — a net gain of 14 holders — while 75 added to existing stakes and 84 trimmed.

The largest buyer was Scopus Asset Management, adding an estimated $18.6M. The largest seller was BlackRock, cutting an estimated $22.9M.

  • 220 institutional investors held Forward Air (FWRD) as of Q2 2021, up from 206 in Q1 2021.
  • Funds reported $2.38B of Forward Air stock for Q2 2021, up 0.42% quarter-over-quarter.
  • 24 funds opened new Forward Air positions in Q2 2021 and 10 closed out, a net change of +14 holders.
  • The largest Forward Air buyer in Q2 2021 was Scopus Asset Management, an estimated $18.6M added.
  • The largest Forward Air seller in Q2 2021 was BlackRock, an estimated $22.9M sold.

Based on aggregated 13F filings for Q2 2021.