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Forward Air
FWRD

Overview Fund Activity

191 hedge funds and large institutions have $636M invested in Forward Air in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 75 increasing their positions, 58 reducing their positions, and 75 closing their positions.

Holders
191
Holders Change
-34
Holders Change %
-15.11%
% of All Funds
2.78%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
42
Increased
75
Reduced
58
Closed
75
Calls
$6.92M
Puts
$14.8M
Net Calls
-$7.9M
Net Calls Change
+$13.2M

Top Buyers

1
CCG
1
Clearlake Capital Group
California
$72.8M
2
LC
2
Littlejohn & Co
Connecticut
$42.6M
3
RPM
3
Ridgemont Partners Management
North Carolina
$36.4M
4
ICM
4
Irenic Capital Management
New York
$20.3M
5
AA
5
Ancora Advisors
Ohio
$18.3M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$47.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$16M
4
Man Group
4
Man Group
United Kingdom
$0
5
Invesco
5
Invesco
Georgia
$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
76
Wells Fargo
California
$507K +$239K +12,541 +89%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$499K -$9.65K -507 -2%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$489K +$381 +20 +0.1%
OQS
79
Occudo Quantitative Strategies
Florida
$486K +$24.6K +1,293 +5%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$462K +$37.5K +1,972 +9%
TI
81
Tidal Investments
Wisconsin
$435K +$28.5K +1,498 +7%
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$403K +$10.2K +533 +3%
BFM
83
Boothbay Fund Management
New York
$402K +$226K +11,857 +128%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$396K +$251K +13,160 +173%
Ensign Peak Advisors
85
Ensign Peak Advisors
Utah
$367K +$193K +10,150 +111%
ET
86
Entropy Technologies
New York
$363K -$341K -17,905 -48%
Creative Planning
87
Creative Planning
Kansas
$357K +$3.2K +168 +0.9%
SOADOR
88
State of Alaska Department of Revenue
Alaska
$352K -$4.23K -223 -1%
II
89
Inspire Investing
Idaho
$351K +$129K +6,776 +58%
UBS Group
90
UBS Group
Switzerland
$329K -$2.02M -106,106 -86%
Group One Trading
91
Group One Trading
Illinois
$328K +$328K +17,211 New
XT
92
XTX Topco
Cayman Islands
$305K +$305K +16,029 New
LSERS
93
Louisiana State Employees Retirement System
Louisiana
$303K +$11.4K +600 +4%
Marshall Wace
94
Marshall Wace
United Kingdom
$297K -$4.23M -221,985 -93%
TRCT
95
Tower Research Capital (TRC)
New York
$292K +$198K +10,405 +212%
M
96
Murchinson
Ontario, Canada
$286K +$286K +15,000 New
MIM
97
MetLife Investment Management
New Jersey
$285K +$26K +1,363 +10%
CF
98
Corebridge Financial
Texas
$282K +$282K +14,799 New
SMAM
99
Sugar Maple Asset Management
Wisconsin
$280K +$280K +14,700 New
IMRF
100
Illinois Municipal Retirement Fund
Illinois
$256K -$81.2K -4,267 -24%
2 3
4
5 6