Forward Air
FWRD
170 hedge funds and large institutions have $1.7B invested in Forward Air in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 21 closing their positions.
140% more call options, than puts
Call options by funds: $808K | Put options by funds: $337K
45% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 49
33% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 21
11% more capital invested
Capital invested by funds: $1.54B → $1.7B (+$165M)
2% more funds holding
Funds holding: 166 → 170 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$30.1M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$25.2M |
| 3 |
CCI
Columbus Circle Investors
|
+$16.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$12.7M |
| 5 |
Neuberger Berman Group
New York
|
+$8.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$41.2M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$11M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$10.7M |
| 4 |
RA
Royce & Associates
New York
|
-$9.73M |
| 5 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$3.62M |
FWRD Hedge Fund Activity: Q1 2015 in Review
170 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q1 2015, worth a combined $1.7B — up 11% from $1.54B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new FWRD positions and 21 closed out — a net gain of 7 holders — while 71 added to existing stakes and 49 trimmed.
The largest buyer was Invesco, adding an estimated $30.1M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $41.2M sold.
- 170 institutional investors held Forward Air (FWRD) as of Q1 2015, up from 166 in Q4 2014.
- Funds reported $1.7B of Forward Air stock for Q1 2015, up 11% quarter-over-quarter.
- 28 funds opened new Forward Air positions in Q1 2015 and 21 closed out, a net change of +7 holders.
- The largest Forward Air buyer in Q1 2015 was Invesco, an estimated $30.1M added.
- The largest Forward Air seller in Q1 2015 was Fiduciary Management Inc, an estimated $41.2M sold.
Based on aggregated 13F filings for Q1 2015.