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Forward Air

251 hedge funds and large institutions have $1.76B invested in Forward Air in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 89 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

12% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 89

34% less capital invested

Capital invested by funds: $2.68B → $1.76B (-$921M)

84% less call options, than puts

Call options by funds: $7.82M | Put options by funds: $49.9M

Holders
251
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.82M
Puts
$49.9M
Net Calls
Net Calls Change

Top Buyers

1 +$51.3M
2 +$49.6M
3 +$41.8M
4
Morgan Stanley
Morgan Stanley
New York
+$29.5M
5
Bank of America
Bank of America
North Carolina
+$28.1M

Top Sellers

1 -$107M
2 -$102M
3 -$91.5M
4
Victory Capital Management
Victory Capital Management
Texas
-$46.7M
5
RA
Royce & Associates
New York
-$38.7M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$2.09M
77
$2.07M
78
$2.06M
79
$2.04M
80
$1.99M
81
$1.97M
82
$1.92M
83
$1.89M
84
$1.89M
85
$1.87M
86
$1.86M
87
$1.72M
88
$1.69M
89
$1.64M
90
$1.6M
91
$1.56M
92
$1.56M
93
$1.49M
94
$1.41M
95
$1.41M
96
$1.4M
97
$1.37M
98
$1.35M
99
$1.26M
100
$1.2M