FWRD icon

Forward Air

190 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, 74 increasing their positions, 58 reducing their positions, and 76 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)

45% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 76

53% less call options, than puts

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

Holders
190
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 +$56.7M
2 +$46.3M
3 +$25M
4
ICM
Irenic Capital Management
New York
+$22.1M
5
AA
Ancora Advisors
Ohio
+$19.9M

Top Sellers

1 -$66.2M
2 -$19M
3 -$13.9M
4
Man Group
Man Group
United Kingdom
-$12.3M
5
Invesco
Invesco
Georgia
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$499K
77
$489K
78
$486K
79
$462K
80
$435K
81
$403K
82
$402K
83
$396K
84
$367K
85
$363K
86
$357K
87
$352K
88
$351K
89
$329K
90
$328K
91
$305K
92
$303K
93
$297K
94
$292K
95
$286K
96
$285K
97
$282K
98
$280K
99
$256K
100
$251K