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Forward Air

215 hedge funds and large institutions have $2.19B invested in Forward Air in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 93 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 97.32%97.41% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 220215 (-5)

8% less capital invested

Capital invested by funds: $2.38B → $2.19B (-$192M)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

32% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 93

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
3.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
63
Reduced
93
Closed
19
Calls
$864K
Puts
Net Calls
+$864K
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMINC
76
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.11M +$8.48K +97 +0.4%
Ensign Peak Advisors
77
Ensign Peak Advisors
Utah
$2.02M
FNBOO
78
First National Bank of Omaha
Nebraska
$1.95M -$208K -2,374 -9%
Canada Life
79
Canada Life
Manitoba, Canada
$1.95M -$23.5K -269 -1%
Barclays
80
Barclays
United Kingdom
$1.93M +$481K +5,503 +31%
MAM
81
Martingale Asset Management
Massachusetts
$1.92M +$1.21M +13,860 +149%
CS
82
Credit Suisse
Switzerland
$1.87M -$314K -3,594 -14%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$1.73M -$236K -2,700 -11%
LCM
84
Logan Capital Management
Pennsylvania
$1.71M +$44.9K +513 +3%
COPPSERS
85
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.71M -$36.4K -416 -2%
TPSF
86
Texas Permanent School Fund
Texas
$1.66M -$27.2K -311 -2%
IP
87
Isthmus Partners
Wisconsin
$1.65M +$12.7K +145 +0.7%
Squarepoint
88
Squarepoint
New York
$1.64M -$980K -11,207 -36%
SOADOR
89
State of Alaska Department of Revenue
Alaska
$1.64M +$76.1K +870 +5%
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$1.63M -$346K -3,953 -17%
RJFSA
91
Raymond James Financial Services Advisors
Florida
$1.48M +$490K +5,608 +46%
AIG
92
American International Group
New York
$1.42M -$53.3K -610 -3%
NIC
93
Northwest Investment Counselors
Oregon
$1.38M +$206K +2,360 +17%
Los Angeles Capital Management
94
Los Angeles Capital Management
California
$1.35M
Citigroup
95
Citigroup
New York
$1.3M -$88.2K -1,009 -6%
SFI
96
Susquehanna Fundamental Investments
Pennsylvania
$1.21M -$356K -4,069 -22%
AB
97
Amalgamated Bank
New York
$1.19M -$36.8K -421 -3%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$1.18M
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.16M -$125K -1,427 -9%
SO
100
STRS Ohio
Ohio
$1.15M

FWRD Hedge Fund Activity: Q3 2021 in Review

215 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q3 2021, worth a combined $2.19B — down 8.1% from $2.38B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FWRD and 16 opened new positions — a net loss of 3 holders — while 93 trimmed existing stakes and 63 added.

The largest buyer was Schonfeld Strategic Advisors, opening a new position worth an estimated $10.4M. The largest seller was BlackRock, cutting an estimated $9.51M.

  • 215 institutional investors held Forward Air (FWRD) as of Q3 2021, down from 220 in Q2 2021.
  • Funds reported $2.19B of Forward Air stock for Q3 2021, down 8.1% quarter-over-quarter.
  • 16 funds opened new Forward Air positions in Q3 2021 and 19 closed out, a net change of -3 holders.
  • The largest Forward Air buyer in Q3 2021 was Schonfeld Strategic Advisors, an estimated $10.4M added.
  • The largest Forward Air seller in Q3 2021 was BlackRock, an estimated $9.51M sold.

Based on aggregated 13F filings for Q3 2021.