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Forward Air

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.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

28% less capital invested

Capital invested by funds: $882M → $636M (-$246M)

44% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 75

53% less call options, than puts

Call options by funds: $6.92M | Put options by funds: $14.8M

Holders
191
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.92M
Puts
$14.8M
Net Calls
Net Calls Change

Top Buyers

1 +$52.3M
2 +$42.6M
3 +$23M
4
ICM
Irenic Capital Management
New York
+$20.3M
5
AA
Ancora Advisors
Ohio
+$18.3M

Top Sellers

1 -$66.2M
2 -$17.5M
3 -$12.8M
4
Man Group
Man Group
United Kingdom
-$12.3M
5
Invesco
Invesco
Georgia
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$507K
77
$499K
78
$489K
79
$486K
80
$462K
81
$435K
82
$403K
83
$402K
84
$396K
85
$367K
86
$363K
87
$357K
88
$352K
89
$351K
90
$329K
91
$328K
92
$305K
93
$303K
94
$297K
95
$292K
96
$286K
97
$285K
98
$282K
99
$280K
100
$256K