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Forward Air
FWRD

213 hedge funds and large institutions have $1.55B invested in Forward Air in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 84 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.43% less ownership

Funds ownership: 98.09% → 96.66% (-1.4%)

5% less funds holding

Funds holding: 225 → 213 (-12)

13% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 84

25% less capital invested

Capital invested by funds: $2.06B → $1.55B (-$516M)

33% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 36

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.01M

Holders
213
Holders Change
-12
Holders Change %
-5.33%
% of All Funds
4.75%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
73
Reduced
84
Closed
36
Calls
–
Puts
$1.01M
Net Calls
-$1.01M
Net Calls Change
-$155K

Top Buyers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
+$6.32M
2
ClearBridge Investments
ClearBridge Investments
New York
+$4.58M
3
JP Morgan Chase
JP Morgan Chase
New York
+$2.76M
4
Bank of America
Bank of America
North Carolina
+$2.41M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.4M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$9.08M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.83M
3
Invesco
Invesco
Georgia
-$4.96M
4
BIM
Bogle Investment Management
Massachusetts
-$4.43M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of Tennessee, Department of Treasury
101
State of Tennessee, Department of Treasury
Tennessee
$949K -$362K -5,883 -25%
GC
102
Globeflex Capital
California
$948K -$3.2K -52 -0.3%
SRAM
103
Stone Ridge Asset Management
New York
$940K – – –
GCP
104
GSA Capital Partners
United Kingdom
$921K -$280K -4,549 -21%
IA
105
Icon Advisers
Colorado
$889K +$559K +9,100 +128%
Two Sigma Advisers
106
Two Sigma Advisers
New York
$884K -$2.28M -37,129 -70%
KeyBank National Association
107
KeyBank National Association
Ohio
$834K -$307K -5,000 -25%
Los Angeles Capital Management
108
Los Angeles Capital Management
California
$799K -$7.68K -125 -0.9%
KA
109
Kaizen Advisory
Illinois
$743K -$161K -2,617 -16%
AAM
110
Azzad Asset Management
Virginia
$732K -$32.6K -531 -4%
NIC
111
Northwest Investment Counselors
Oregon
$731K +$7.38K +120 +0.9%
Millennium Management
112
Millennium Management
New York
$721K +$135K +2,199 +20%
MIM
113
MetLife Investment Management
New Jersey
$712K – – –
SLG
114
Stanley-Laman Group
Pennsylvania
$699K +$783K +12,737 New
TAM
115
THB Asset Management
Connecticut
$682K – – –
LCM
116
Laurion Capital Management
New York
$672K +$309K +5,024 +69%
VOYA Investment Management
117
VOYA Investment Management
Georgia
$658K +$19.8K +322 +3%
O
118
OppenheimerFunds
New York
$628K -$70K -1,139 -9%
GAM
119
Gotham Asset Management
New York
$623K +$408K +6,644 +141%
OPERF
120
Oregon Public Employees Retirement Fund
Oregon
$609K +$683K +11,106 New
LSERS
121
Louisiana State Employees Retirement System
Louisiana
$603K -$117K -1,905 -15%
AG
122
Aperio Group
California
$579K +$25.6K +417 +4%
D.E. Shaw & Co
123
D.E. Shaw & Co
New York
$575K -$724K -11,771 -53%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$557K +$624K +10,155 New
NSEDCP
125
NJ State Employees Deferred Compensation Plan
New Jersey
$549K – – –
3 4
5
6 7

FWRD Hedge Fund Activity: Q4 2018 in Review

213 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2018, worth a combined $1.55B — down 25% from $2.06B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of FWRD and 24 opened new positions — a net loss of 12 holders — while 84 trimmed existing stakes and 73 added.

The largest buyer was Silvercrest Asset Management, adding an estimated $6.32M. The largest seller was Victory Capital Management, cutting an estimated $9.08M.

  • 213 institutional investors held Forward Air (FWRD) as of Q4 2018, down from 225 in Q3 2018.
  • Funds reported $1.55B of Forward Air stock for Q4 2018, down 25% quarter-over-quarter.
  • 24 funds opened new Forward Air positions in Q4 2018 and 36 closed out, a net change of -12 holders.
  • The largest Forward Air buyer in Q4 2018 was Silvercrest Asset Management, an estimated $6.32M added.
  • The largest Forward Air seller in Q4 2018 was Victory Capital Management, an estimated $9.08M sold.

Based on aggregated 13F filings for Q4 2018.