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Forward Air
FWRD

150 hedge funds and large institutions have $1.2B invested in Forward Air in 2013 Q2 according to their latest regulatory filings, with 150 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $42K | Put options by funds: $31K

Holders
150
Holders Change
+150
Holders Change %
–
% of All Funds
4.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
150
Increased
–
Reduced
–
Closed
–
Calls
$42K
Puts
$31K
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$158K +$156K +4,127 New
GT
127
Glenmede Trust
Pennsylvania
$146K +$146K +3,839 New
STC
128
SEI Trust Company
Pennsylvania
$145K +$143K +3,776 New
DADC
129
D.A. Davidson & Co
Montana
$135K +$135K +3,554 New
ECM
130
ETrade Capital Management
Virginia
$130K +$129K +3,397 New
PI
131
PineBridge Investments
New York
$128K +$127K +3,341 New
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$110K +$108K +2,855 New
Teacher Retirement System of Texas
133
Teacher Retirement System of Texas
Texas
$77K +$76.4K +2,016 New
U
134
UBS
Switzerland
$48K +$47.1K +1,243 New
ILIM
135
Irish Life Investment Managers
Ireland
$41.5K +$41.1K +1,085 New
BlackRock
136
BlackRock
New York
$38K +$37.9K +1,000 New
HR
137
Howe & Rusling
New York
$31K +$30.5K +804 New
OMCS
138
Old Mutual Customised Solutions
South Africa
$27K +$26.5K +700 New
TRCT
139
Tower Research Capital (TRC)
New York
$24K +$23.4K +616 New
Citigroup
140
Citigroup
New York
$24K +$23.9K +631 New
GGPS
141
Gary Goldberg Planning Services
New York
$19K +$18.8K +495 New
WA
142
WealthTrust-Arizona
Arizona
$8K +$7.96K +210 New
NES
143
New England Securities
New York
$6K +$6.25K +165 New
Bessemer Group
144
Bessemer Group
New Jersey
$4K +$3.98K +105 New
MFS
145
MSI Financial Services
Massachusetts
$4K +$4.13K +109 New
FNBT
146
FineMark National Bank & Trust
Florida
$2K +$1.67K +44 New
LTFS
147
Ladenburg Thalmann Financial Services
Florida
$1K +$796 +21 New
MAS
148
Madden Advisory Services
Florida
$1K +$948 +25 New
WA
149
WFG Advisors
Texas
$1K +$1.29K +34 New
Thrivent Financial for Lutherans
150
Thrivent Financial for Lutherans
Minnesota
$421 +$417K +11,000 New
2 3 4 5
6

FWRD Hedge Fund Activity: Q2 2013 in Review

150 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q2 2013, worth a combined $1.2B.

Buyers outnumbered sellers: 150 funds opened new FWRD positions and 0 closed out — a net gain of 150 holders — while 0 added to existing stakes and 0 trimmed.

  • 150 institutional investors held Forward Air (FWRD) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.2B of Forward Air stock for Q2 2013.
  • 150 funds opened new Forward Air positions in Q2 2013 and 0 closed out, a net change of +150 holders.

Based on aggregated 13F filings for Q2 2013.