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Forward Air
FWRD

184 hedge funds and large institutions have $1.66B invested in Forward Air in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

67% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 49

5% more funds holding

Funds holding: 175 → 184 (+9)

5% more capital invested

Capital invested by funds: $1.58B → $1.66B (+$79.5M)

2.05% less ownership

Funds ownership: 98.02% → 95.98% (-2%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.71M

Holders
184
Holders Change
+9
Holders Change %
+5.14%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
24
Increased
82
Reduced
49
Closed
12
Calls
–
Puts
$1.71M
Net Calls
-$1.71M
Net Calls Change
-$1.38M

Top Buyers

1
ACH
ArrowMark Colorado Holdings
Colorado
+$12.9M
2
CI
Cambiar Investors
Colorado
+$7.77M
3
Victory Capital Management
Victory Capital Management
Texas
+$7.36M
4
Millennium Management
Millennium Management
New York
+$6.95M
5
BlackRock
BlackRock
New York
+$5.81M

Top Sellers

1
Invesco
Invesco
Georgia
-$54.9M
2
VVP
Vulcan Value Partners
Alabama
-$35.4M
3
DCM
Daruma Capital Management
New York
-$13.8M
4
VFA
Virtus Fund Advisers
Connecticut
-$7.27M
5
RA
Royce & Associates
New York
-$3.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
101
THB Asset Management
Connecticut
$778K -$20.9K -395 -3%
O
102
OppenheimerFunds
New York
$775K -$49.8K -944 -7%
FA
103
FDx Advisors
Illinois
$774K -$31.7K -600 -4%
AAM
104
Azzad Asset Management
Virginia
$754K +$16.1K +304 +2%
MERSOM
105
Municipal Employees' Retirement System of Michigan
Michigan
$747K +$222K +4,200 +47%
Citigroup
106
Citigroup
New York
$740K -$658K -12,468 -49%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$725K +$36.4K +689 +6%
LSERS
108
Louisiana State Employees Retirement System
Louisiana
$704K – – –
TRSOTSOK
109
Teachers Retirement System of the State of Kentucky
Kentucky
$598K – – –
Two Sigma Advisers
110
Two Sigma Advisers
New York
$586K +$277K +5,237 +105%
GCP
111
GSA Capital Partners
United Kingdom
$536K +$217K +4,106 +78%
SGI
112
Summit Global Investments
Utah
$527K -$5.28K -100 -1%
RCM
113
Radnor Capital Management
Pennsylvania
$522K – – –
APG Asset Management
114
APG Asset Management
Netherlands
$515K +$475K +9,000 New
AG
115
Aperio Group
California
$509K +$13.6K +258 +3%
GC
116
Guggenheim Capital
Illinois
$509K +$118K +2,235 +34%
LCM
117
Laurion Capital Management
New York
$495K +$457K +8,657 New
QI
118
QS Investors
New York
$488K +$450K +8,515 +121,643%
BFM
119
Boothbay Fund Management
New York
$471K – – –
Los Angeles Capital Management
120
Los Angeles Capital Management
California
$445K +$411K +7,783 New
MSA
121
Mason Street Advisors
Wisconsin
$439K +$11.7K +222 +3%
Public Employees Retirement Association of Colorado
122
Public Employees Retirement Association of Colorado
Colorado
$404K – – –
PM
123
Parametrica Management
Hong Kong
$390K +$360K +6,812 New
MC
124
Menta Capital
California
$383K -$91.1K -1,725 -20%
PIA
125
Piedmont Investment Advisors
North Carolina
$378K +$3.54K +67 +1%
3 4
5
6 7

FWRD Hedge Fund Activity: Q3 2017 in Review

184 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q3 2017, worth a combined $1.66B — up 5% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FWRD positions and 12 closed out — a net gain of 12 holders — while 82 added to existing stakes and 49 trimmed.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $12.9M. The largest seller was Invesco, cutting an estimated $54.9M.

  • 184 institutional investors held Forward Air (FWRD) as of Q3 2017, up from 175 in Q2 2017.
  • Funds reported $1.66B of Forward Air stock for Q3 2017, up 5% quarter-over-quarter.
  • 24 funds opened new Forward Air positions in Q3 2017 and 12 closed out, a net change of +12 holders.
  • The largest Forward Air buyer in Q3 2017 was ArrowMark Colorado Holdings, an estimated $12.9M added.
  • The largest Forward Air seller in Q3 2017 was Invesco, an estimated $54.9M sold.

Based on aggregated 13F filings for Q3 2017.