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Forward Air
FWRD

275 hedge funds and large institutions have $2.64B invested in Forward Air in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 93 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

21% more call options, than puts

Call options by funds: $850K | Put options by funds: $702K

11% more funds holding

Funds holding: 247 → 275 (+28)

9% more capital invested

Capital invested by funds: $2.41B → $2.64B (+$224M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 93

2.1% less ownership

Funds ownership: 99.57% → 97.46% (-2.1%)

Holders
275
Holders Change
+28
Holders Change %
+11.34%
% of All Funds
4.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
48
Increased
93
Reduced
93
Closed
17
Calls
$850K
Puts
$702K
Net Calls
+$148K
Net Calls Change
-$50K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$39.3M
2
Morgan Stanley
Morgan Stanley
New York
+$37.7M
3
VVP
Vulcan Value Partners
Alabama
+$23.8M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$20.6M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$13.8M

Top Sellers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
-$67.2M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$25.1M
3
Millennium Management
Millennium Management
New York
-$24.8M
4
ACH
ArrowMark Colorado Holdings
Colorado
-$19.7M
5
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
COPPSERS
76
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.98M +$419K +3,992 +16%
Qube Research & Technologies (QRT)
77
Qube Research & Technologies (QRT)
United Kingdom
$2.93M +$2.64M +25,189 +908%
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$2.92M +$579K +5,517 +25%
CCMINC
79
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.77M +$20.8K +198 +0.8%
HF
80
HRT Financial
New York
$2.76M +$2.77M +26,349 New
CIBC World Market
81
CIBC World Market
Ontario, Canada
$2.69M – – –
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$2.62M +$336K +3,205 +15%
Wells Fargo
83
Wells Fargo
California
$2.59M -$101K -962 -4%
FNBOO
84
First National Bank of Omaha
Nebraska
$2.51M -$35.8K -341 -1%
CI
85
Cambiar Investors
Colorado
$2.5M +$374K +3,568 +18%
TD Asset Management
86
TD Asset Management
Ontario, Canada
$2.38M -$1.15M -11,000 -33%
IP
87
Isthmus Partners
Wisconsin
$2.3M +$8.92K +85 +0.4%
MAM
88
Martingale Asset Management
Massachusetts
$2.21M -$11K -105 -0.5%
State of New Jersey Common Pension Fund D
89
State of New Jersey Common Pension Fund D
New Jersey
$2.19M -$241K -2,301 -10%
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$2.03M – – –
Citigroup
91
Citigroup
New York
$1.96M +$343K +3,264 +21%
SOADOR
92
State of Alaska Department of Revenue
Alaska
$1.94M -$7.98K -76 -0.4%
TPSF
93
Texas Permanent School Fund
Texas
$1.88M -$151K -1,438 -7%
YCM
94
Yousif Capital Management
Michigan
$1.84M -$431K -4,110 -19%
NIC
95
Northwest Investment Counselors
Oregon
$1.83M +$105 +1 +0%
E
96
Ergoteles
New York
$1.8M +$1.8M +17,118 New
RG
97
Renaissance Group
Kentucky
$1.64M +$23.4K +223 +1%
Comerica Bank
98
Comerica Bank
Texas
$1.63M -$504K -4,803 -23%
Millennium Management
99
Millennium Management
New York
$1.62M -$24.8M -236,488 -94%
CAM
100
ClariVest Asset Management
California
$1.61M -$2.62K -25 -0.2%
2 3
4
5 6

FWRD Hedge Fund Activity: Q4 2022 in Review

275 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2022, worth a combined $2.64B — up 9.3% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FWRD positions and 17 closed out — a net gain of 31 holders — while 93 added to existing stakes and 93 trimmed.

The largest buyer was Ameriprise, adding an estimated $39.3M. The largest seller was Ancora Advisors, cutting an estimated $67.2M.

  • 275 institutional investors held Forward Air (FWRD) as of Q4 2022, up from 247 in Q3 2022.
  • Funds reported $2.64B of Forward Air stock for Q4 2022, up 9.3% quarter-over-quarter.
  • 48 funds opened new Forward Air positions in Q4 2022 and 17 closed out, a net change of +31 holders.
  • The largest Forward Air buyer in Q4 2022 was Ameriprise, an estimated $39.3M added.
  • The largest Forward Air seller in Q4 2022 was Ancora Advisors, an estimated $67.2M sold.

Based on aggregated 13F filings for Q4 2022.