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Forward Air

210 hedge funds and large institutions have $1.07B invested in Forward Air in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 66 increasing their positions, 62 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

6% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 62

1% more funds holding

Funds holding: 208210 (+2)

4.45% less ownership

Funds ownership: 119%114.55% (-4.5%)

8% less capital invested

Capital invested by funds: $1.17B → $1.07B (-$96.8M)

15% less call options, than puts

Call options by funds: $22.4M | Put options by funds: $26.5M

Holders
210
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
2.77%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
40
Increased
66
Reduced
62
Closed
36
Calls
$22.4M
Puts
$26.5M
Net Calls
-$4.09M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
76
Marshall Wace
United Kingdom
$1.24M +$1.34M +38,519 New
QT
77
Quantbot Technologies
New York
$1.23M +$529K +15,158 +66%
SCM
78
Saba Capital Management
New York
$1.13M
AllianceBernstein
79
AllianceBernstein
Tennessee
$1.07M -$84.5K -2,420 -7%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$1.04M -$38.4K -1,100 -3%
N
81
Numerai
California
$1.01M +$1.1M +31,394 New
Wells Fargo
82
Wells Fargo
California
$969K +$96.8K +2,773 +10%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$904K +$987K +28,268 New
Deutsche Bank
84
Deutsche Bank
Germany
$864K -$2.92M -83,624 -76%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$810K -$489K -14,011 -36%
LCM
86
Legato Capital Management
California
$745K +$806K +23,096 New
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$741K +$53.2K +1,524 +7%
SMAM
88
Sugar Maple Asset Management
Wisconsin
$674K +$143K +4,100 +24%
Prudential Financial
89
Prudential Financial
New Jersey
$653K
PAMP
90
Polar Asset Management Partners
Ontario, Canada
$649K -$3.11M -89,089 -82%
Creative Planning
91
Creative Planning
Kansas
$646K +$4.92K +141 +0.7%
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$636K -$19.5K -559 -3%
Canada Life
93
Canada Life
Manitoba, Canada
$632K -$8.83K -253 -1%
Ensign Peak Advisors
94
Ensign Peak Advisors
Utah
$622K
BPC
95
Bryce Point Capital
New York
$595K +$643K +18,436 New
IFG
96
Independent Financial Group
California
$593K +$14K +400 +2%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$582K +$348K +9,975 +123%
AI
98
Atom Investors
Texas
$557K -$250K -7,156 -29%
Walleye Trading
99
Walleye Trading
New York
$544K -$874K -25,040 -60%
LOAMU
100
Lombard Odier Asset Management (USA)
New York
$516K +$558K +16,000 New

FWRD Hedge Fund Activity: Q4 2024 in Review

210 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2024, worth a combined $1.07B — down 8.3% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FWRD positions and 36 closed out — a net gain of 4 holders — while 66 added to existing stakes and 62 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $15M. The largest seller was Scopus Asset Management, exiting entirely with an estimated $46M sold.

  • 210 institutional investors held Forward Air (FWRD) as of Q4 2024, up from 208 in Q3 2024.
  • Funds reported $1.07B of Forward Air stock for Q4 2024, down 8.3% quarter-over-quarter.
  • 40 funds opened new Forward Air positions in Q4 2024 and 36 closed out, a net change of +4 holders.
  • The largest Forward Air buyer in Q4 2024 was Point72 Asset Management, an estimated $15M added.
  • The largest Forward Air seller in Q4 2024 was Scopus Asset Management, an estimated $46M sold.

Based on aggregated 13F filings for Q4 2024.