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Forward Air
FWRD

240 hedge funds and large institutions have $3.19B invested in Forward Air in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 73 increasing their positions, 90 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $2.5M | Put options by funds: $750K

171% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 17

45% more capital invested

Capital invested by funds: $2.19B → $3.19B (+$997M)

12% more funds holding

Funds holding: 215 → 240 (+25)

0.44% more ownership

Funds ownership: 97.41% → 97.84% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

19% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 90

Holders
240
Holders Change
+25
Holders Change %
+11.63%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
46
Increased
73
Reduced
90
Closed
17
Calls
$2.5M
Puts
$750K
Net Calls
+$1.75M
Net Calls Change
+$889K

Top Buyers

1
DCM
Driehaus Capital Management
Illinois
+$33M
2
SAM
Silvercrest Asset Management
New York
+$31.5M
3
RA
Royce & Associates
New York
+$21.7M
4
UBS AM
UBS AM
Illinois
+$15M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$6.97M

Top Sellers

1
AA
Ancora Advisors
Ohio
-$39.8M
2
SAM
Scopus Asset Management
New York
-$22.2M
3
Victory Capital Management
Victory Capital Management
Texas
-$14.1M
4
SSA
Schonfeld Strategic Advisors
New York
-$9.9M
5
Deutsche Bank
Deutsche Bank
Germany
-$9.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
101
American International Group
New York
$1.98M -$74.9K -732 -4%
SG Americas Securities
102
SG Americas Securities
New York
$1.89M -$2.02M -19,713 -56%
AB
103
Amalgamated Bank
New York
$1.69M -$32.9K -322 -2%
ACM
104
AlphaCrest Capital Management
New York
$1.69M +$1M +9,795 +237%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$1.65M -$58.8K -575 -4%
CA
106
CSM Advisors
Pennsylvania
$1.64M – – –
LSERS
107
Louisiana State Employees Retirement System
Louisiana
$1.57M -$10.2K -100 -0.8%
II
108
Inspire Investing
Idaho
$1.54M +$963K +9,414 +285%
SO
109
STRS Ohio
Ohio
$1.48M -$174K -1,700 -12%
SEI Investments
110
SEI Investments
Pennsylvania
$1.47M +$894K +8,733 +258%
Ensign Peak Advisors
111
Ensign Peak Advisors
Utah
$1.45M -$1.26M -12,340 -51%
Skandinaviska Enskilda Banken (SEB)
112
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.37M – – –
HIM
113
Hillsdale Investment Management
Ontario, Canada
$1.31M -$51.2K -500 -4%
MSRPS
114
Maryland State Retirement & Pension System
Maryland
$1.3M +$8.6K +84 +0.8%
AAM
115
Azzad Asset Management
Virginia
$1.28M -$304K -2,972 -22%
Allspring Global Investments
116
Allspring Global Investments
North Carolina
$1.27M +$1.07M +10,479 New
CSS
117
Cubist Systematic Strategies
Connecticut
$1.26M -$85.3K -834 -7%
OPERF
118
Oregon Public Employees Retirement Fund
Oregon
$1.26M -$75K -733 -7%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$1.25M -$64K -625 -6%
Canada Pension Plan Investment Board
120
Canada Pension Plan Investment Board
Ontario, Canada
$1.22M -$92.1K -900 -8%
NSEDCP
121
NJ State Employees Deferred Compensation Plan
New Jersey
$1.21M – – –
HWAM
122
Hennion & Walsh Asset Management
New Jersey
$1.2M +$133K +1,304 +15%
PWC
123
PYA Waltman Capital
Tennessee
$1.16M – – –
Fidelity International
124
Fidelity International
Bermuda
$1.11M +$941K +9,200 New
ED
125
Exane Derivatives
France
$1.09M +$922K +9,007 New
3 4
5
6 7

FWRD Hedge Fund Activity: Q4 2021 in Review

240 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2021, worth a combined $3.19B — up 45% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FWRD positions and 17 closed out — a net gain of 29 holders — while 73 added to existing stakes and 90 trimmed.

The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $33M. The largest seller was Ancora Advisors, cutting an estimated $39.8M.

  • 240 institutional investors held Forward Air (FWRD) as of Q4 2021, up from 215 in Q3 2021.
  • Funds reported $3.19B of Forward Air stock for Q4 2021, up 45% quarter-over-quarter.
  • 46 funds opened new Forward Air positions in Q4 2021 and 17 closed out, a net change of +29 holders.
  • The largest Forward Air buyer in Q4 2021 was Driehaus Capital Management, an estimated $33M added.
  • The largest Forward Air seller in Q4 2021 was Ancora Advisors, an estimated $39.8M sold.

Based on aggregated 13F filings for Q4 2021.