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Forward Air

251 hedge funds and large institutions have $1.76B invested in Forward Air in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 89 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

12% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 89

34% less capital invested

Capital invested by funds: $2.68B → $1.76B (-$921M)

84% less call options, than puts

Call options by funds: $7.82M | Put options by funds: $49.9M

Holders
251
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.82M
Puts
$49.9M
Net Calls
Net Calls Change

Top Buyers

1 +$51.3M
2 +$49.6M
3 +$41.8M
4
Morgan Stanley
Morgan Stanley
New York
+$29.5M
5
Bank of America
Bank of America
North Carolina
+$28.1M

Top Sellers

1 -$107M
2 -$102M
3 -$91.5M
4
Victory Capital Management
Victory Capital Management
Texas
-$46.7M
5
RA
Royce & Associates
New York
-$38.7M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$1.2M
102
$1.18M
103
$1.16M
104
$1.1M
105
$1.09M
106
$1.08M
107
$1.05M
108
$1.02M
109
$1.01M
110
$990K
111
$988K
112
$985K
113
$975K
114
$971K
115
$966K
116
$940K
117
$934K
118
$919K
119
$900K
120
$890K
121
$869K
122
$866K
123
$859K
124
$841K
125
$833K