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Forward Air
FWRD

172 hedge funds and large institutions have $1.42B invested in Forward Air in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

97.96% more ownership

Funds ownership: 0% → 97.96% (+98%)

10% more capital invested

Capital invested by funds: $1.29B → $1.42B (+$124M)

8% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 62

5% less funds holding

Funds holding: 182 → 172 (-10)

31% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 26

Holders
172
Holders Change
-10
Holders Change %
-5.49%
% of All Funds
4.3%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
18
Increased
67
Reduced
62
Closed
26
Calls
$308K
Puts
–
Net Calls
+$308K
Net Calls Change
+$308K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$13.3M
2
DCM
Daruma Capital Management
New York
+$13.2M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$13.1M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$12.5M
5
Victory Capital Management
Victory Capital Management
Texas
+$8.71M

Top Sellers

1
RP
Riverbridge Partners
Minnesota
-$18.9M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$11.2M
3
Goldman Sachs
Goldman Sachs
New York
-$10M
4
RA
Royce & Associates
New York
-$8.37M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$7.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
101
VOYA Investment Management
Georgia
$586K -$103K -2,252 -15%
LSERS
102
Louisiana State Employees Retirement System
Louisiana
$583K -$50.3K -1,100 -8%
AL
103
AJO LP
Pennsylvania
$573K – – –
Millennium Management
104
Millennium Management
New York
$566K -$6.8M -148,719 -93%
TRSOTSOK
105
Teachers Retirement System of the State of Kentucky
Kentucky
$538K -$68.6K -1,500 -12%
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$519K -$156K -3,415 -24%
GC
107
Guggenheim Capital
Illinois
$491K +$180K +3,938 +61%
UBS Group
108
UBS Group
Switzerland
$455K -$694K -15,162 -61%
RCM
109
Radnor Capital Management
Pennsylvania
$431K +$416K +9,100 New
FMT
110
First Mercantile Trust
Tennessee
$422K +$408K +8,910 New
SGI
111
Summit Global Investments
Utah
$403K +$389K +8,500 New
ONB
112
Old National Bancorp
Indiana
$365K -$22.3K -487 -6%
AG
113
Aperio Group
California
$356K +$23.4K +512 +7%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$341K +$92.2K +2,015 +39%
Public Employees Retirement Association of Colorado
115
Public Employees Retirement Association of Colorado
Colorado
$335K – – –
CAM
116
Capstone Asset Management
Texas
$325K -$99.7K -2,180 -24%
MERSOM
117
Municipal Employees' Retirement System of Michigan
Michigan
$325K +$4.58K +100 +1%
PA
118
Profund Advisors
Maryland
$325K +$67.8K +1,483 +28%
MSA
119
Mason Street Advisors
Wisconsin
$316K +$20.2K +441 +7%
HSBC Holdings
120
HSBC Holdings
United Kingdom
$315K +$304K +6,643 New
UBS AM
121
UBS AM
Illinois
$298K -$339K -7,400 -54%
Point72 Asset Management
122
Point72 Asset Management
Connecticut
$270K -$334K -7,300 -56%
SSA
123
Schonfeld Strategic Advisors
New York
$263K +$35.9K +784 +16%
ProShare Advisors
124
ProShare Advisors
Maryland
$259K +$250K +5,462 New
SG Americas Securities
125
SG Americas Securities
New York
$236K -$55.4K -1,212 -20%
3 4
5
6 7

FWRD Hedge Fund Activity: Q4 2016 in Review

172 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2016, worth a combined $1.42B — up 9.6% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FWRD and 18 opened new positions — a net loss of 8 holders — while 62 trimmed existing stakes and 67 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $13.3M. The largest seller was Riverbridge Partners, exiting entirely with an estimated $18.9M sold.

  • 172 institutional investors held Forward Air (FWRD) as of Q4 2016, down from 182 in Q3 2016.
  • Funds reported $1.42B of Forward Air stock for Q4 2016, up 9.6% quarter-over-quarter.
  • 18 funds opened new Forward Air positions in Q4 2016 and 26 closed out, a net change of -8 holders.
  • The largest Forward Air buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $13.3M added.
  • The largest Forward Air seller in Q4 2016 was Riverbridge Partners, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2016.