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Forward Air
FWRD

166 hedge funds and large institutions have $1.45B invested in Forward Air in 2014 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 4

15% more funds holding

Funds holding: 144 → 166 (+22)

7% more capital invested

Capital invested by funds: $1.36B → $1.45B (+$92.9M)

8% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 53

Holders
166
Holders Change
+22
Holders Change %
+15.28%
% of All Funds
4.79%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
27
Increased
57
Reduced
53
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$7.28M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$6.57M
3
SCM
SG Capital Management
Illinois
+$5.72M
4
Morgan Stanley
Morgan Stanley
New York
+$4.3M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.67M

Top Sellers

Rank Fund Capital Flow
1
CWAM
Columbia Wanger Asset Management
Illinois
-$15.3M
2
Ameriprise
Ameriprise
Minnesota
-$5.59M
3
Victory Capital Management
Victory Capital Management
Texas
-$3.51M
4
Goldman Sachs
Goldman Sachs
New York
-$2.41M
5
CM
CS McKee
Pennsylvania
-$2.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
101
Truist Financial
North Carolina
$630K -$31.8K -720 -5%
1GA
102
1st Global Advisors
Texas
$601K +$51.4K +1,164 +10%
US Bancorp
103
US Bancorp
Minnesota
$591K +$1.37K +31 +0.2%
CAM
104
Capstone Asset Management
Texas
$590K -$27.8K -630 -5%
AL
105
Aspiriant LLC
California
$524K – – –
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$514K +$2.21K +50 +0.5%
FNBOO
107
First National Bank of Omaha
Nebraska
$507K +$486K +11,000 New
Public Employees Retirement Association of Colorado
108
Public Employees Retirement Association of Colorado
Colorado
$483K – – –
PI
109
Placemark Investments
Illinois
$473K +$17.2K +390 +4%
UBS AM
110
UBS AM
Illinois
$466K – – –
TRSOTSOK
111
Teachers Retirement System of the State of Kentucky
Kentucky
$431K – – –
NIC
112
Northwest Investment Counselors
Oregon
$415K -$44 -1 -0%
GKIM
113
GW&K Investment Management
Massachusetts
$414K +$49.5K +1,120 +14%
Natixis Advisors
114
Natixis Advisors
Massachusetts
$409K +$57.2K +1,294 +17%
SCM
115
Stevens Capital Management
Pennsylvania
$402K +$385K +8,710 New
ARC
116
Absolute Return Capital
Massachusetts
$379K -$1.8M -40,684 -83%
PA
117
Profund Advisors
Maryland
$372K -$306K -6,915 -46%
TD Asset Management
118
TD Asset Management
Ontario, Canada
$369K +$221 +5 +0.1%
LCM
119
Logan Capital Management
Pennsylvania
$367K +$33.8K +765 +11%
ARTA
120
A.R.T. Advisors
New York
$366K +$351K +7,945 New
PI
121
PineBridge Investments
New York
$353K -$32.7K -739 -9%
MERSOM
122
Municipal Employees' Retirement System of Michigan
Michigan
$341K +$327K +7,400 New
PAM
123
Paradigm Asset Management
New York
$339K -$26.5K -600 -8%
SB
124
Suntrust Banks
Georgia
$308K -$2.48K -56 -0.8%
PAM
125
Princeton Alpha Management
New Jersey
$302K +$290K +6,559 New
3 4
5
6 7

FWRD Hedge Fund Activity: Q1 2014 in Review

166 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q1 2014, worth a combined $1.45B — up 6.8% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FWRD positions and 4 closed out — a net gain of 23 holders — while 57 added to existing stakes and 53 trimmed.

The largest buyer was Invesco, adding an estimated $7.28M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $15.3M.

  • 166 institutional investors held Forward Air (FWRD) as of Q1 2014, up from 144 in Q4 2013.
  • Funds reported $1.45B of Forward Air stock for Q1 2014, up 6.8% quarter-over-quarter.
  • 27 funds opened new Forward Air positions in Q1 2014 and 4 closed out, a net change of +23 holders.
  • The largest Forward Air buyer in Q1 2014 was Invesco, an estimated $7.28M added.
  • The largest Forward Air seller in Q1 2014 was Columbia Wanger Asset Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2014.