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Forward Air
FWRD

196 hedge funds and large institutions have $1.53B invested in Forward Air in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 87 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

548% more call options, than puts

Call options by funds: $2.9M | Put options by funds: $447K

14% more capital invested

Capital invested by funds: $1.35B → $1.53B (+$186M)

0.97% less ownership

Funds ownership: 96.65% → 95.68% (-0.97%)

5% less funds holding

Funds holding: 206 → 196 (-10)

26% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 31

34% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 87

Holders
196
Holders Change
-10
Holders Change %
-4.85%
% of All Funds
3.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
57
Reduced
87
Closed
31
Calls
$2.9M
Puts
$447K
Net Calls
+$2.45M
Net Calls Change
+$3.19M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$31.3M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$25.8M
3
AA
Ancora Advisors
Ohio
+$23.5M
4
Man Group
Man Group
United Kingdom
+$6.53M
5
IECM
Intrinsic Edge Capital Management
Illinois
+$6.42M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$50.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$5.6M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$5.06M
4
RA
Royce & Associates
New York
-$4.79M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital Fund Management (CFM)
101
Capital Fund Management (CFM)
France
$858K -$103K -1,881 -11%
HF
102
HRT Financial
New York
$829K +$503K +9,160 +173%
GC
103
Globeflex Capital
California
$809K -$42.4K -773 -5%
NIC
104
Northwest Investment Counselors
Oregon
$807K +$63.8K +1,162 +9%
KeyBank National Association
105
KeyBank National Association
Ohio
$775K +$1.37K +25 +0.2%
GT
106
Glenmede Trust
Pennsylvania
$746K +$116K +2,122 +20%
LSERS
107
Louisiana State Employees Retirement System
Louisiana
$746K +$298K +5,430 +72%
MIM
108
MetLife Investment Management
New Jersey
$709K – – –
GCP
109
GSA Capital Partners
United Kingdom
$707K +$676K +12,322 New
Boston Partners
110
Boston Partners
Massachusetts
$680K -$6.97K -127 -1%
OPERF
111
Oregon Public Employees Retirement Fund
Oregon
$660K -$11K -200 -2%
ACA
112
Aptus Capital Advisors
Alabama
$656K -$14.9K -272 -2%
AG
113
Aperio Group
California
$652K +$2.31K +42 +0.4%
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$649K +$5.21K +95 +0.8%
AAM
115
Azzad Asset Management
Virginia
$626K -$91.3K -1,663 -13%
DA
116
Duality Advisers
Florida
$619K -$16.2K -296 -3%
MSA
117
Mason Street Advisors
Wisconsin
$602K +$576K +10,498 New
M&T Bank
118
M&T Bank
New York
$575K +$180K +3,277 +49%
NSEDCP
119
NJ State Employees Deferred Compensation Plan
New Jersey
$574K – – –
PTC
120
Private Trust Company
Ohio
$567K -$71.4K -1,301 -12%
Holocene Advisors
121
Holocene Advisors
New York
$556K +$531K +9,683 New
VOYA Investment Management
122
VOYA Investment Management
Georgia
$553K -$6.75K -123 -1%
PWC
123
PYA Waltman Capital
Tennessee
$550K – – –
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$530K +$507K +9,236 New
D.E. Shaw & Co
125
D.E. Shaw & Co
New York
$524K -$2.06M -37,490 -80%
3 4
5
6 7

FWRD Hedge Fund Activity: Q3 2020 in Review

196 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q3 2020, worth a combined $1.53B — up 14% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of FWRD and 23 opened new positions — a net loss of 8 holders — while 87 trimmed existing stakes and 57 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $31.3M. The largest seller was Wellington Management Group, cutting an estimated $50.5M.

  • 196 institutional investors held Forward Air (FWRD) as of Q3 2020, down from 206 in Q2 2020.
  • Funds reported $1.53B of Forward Air stock for Q3 2020, up 14% quarter-over-quarter.
  • 23 funds opened new Forward Air positions in Q3 2020 and 31 closed out, a net change of -8 holders.
  • The largest Forward Air buyer in Q3 2020 was Thrivent Financial for Lutherans, an estimated $31.3M added.
  • The largest Forward Air seller in Q3 2020 was Wellington Management Group, an estimated $50.5M sold.

Based on aggregated 13F filings for Q3 2020.