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Forward Air
FWRD

144 hedge funds and large institutions have $1.36B invested in Forward Air in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $1.28B → $1.36B (+$75.7M)

1% more funds holding

Funds holding: 142 → 144 (+2)

4% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 54

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $44K

Holders
144
Holders Change
+2
Holders Change %
+1.41%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
52
Reduced
54
Closed
9
Calls
–
Puts
$44K
Net Calls
-$44K
Net Calls Change
-$4K

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$5.97M
2
SCM
SG Capital Management
Illinois
+$5.2M
3
RHJA
Rice Hall James & Associates
California
+$3.96M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.42M
5
RP
Riverbridge Partners
Minnesota
+$3.35M

Top Sellers

Rank Fund Capital Flow
1
CM
CS McKee
Pennsylvania
-$14.3M
2
Citadel Advisors
Citadel Advisors
Florida
-$6.73M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.5M
4
TC
TFS Capital
Pennsylvania
-$2.47M
5
SCA
SAC Capital Advisors
Connecticut
-$2.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
126
Barclays
United Kingdom
$98K -$549K -13,194 -85%
U
127
UBS
Switzerland
$96K +$4.62K +111 +5%
GGPS
128
Gary Goldberg Planning Services
New York
$67K +$2.58K +62 +4%
Teacher Retirement System of Texas
129
Teacher Retirement System of Texas
Texas
$50K -$111K -2,664 -70%
Canada Life
130
Canada Life
Manitoba, Canada
$48K +$45.2K +1,085 New
BlackRock
131
BlackRock
New York
$43K – – –
FHA
132
First Horizon Advisors
Tennessee
$31K +$30.8K +740 New
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$17.2K -$319K -7,655 -95%
PCM
134
Prelude Capital Management
New York
$16K +$15K +360 New
WA
135
WealthTrust-Arizona
Arizona
$9K – – –
MFS
136
MSI Financial Services
Massachusetts
$5K +$4.54K +109 New
WA
137
Waverly Advisors
Alabama
$5K +$4.62K +111 New
FMII
138
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$3K – – –
Bessemer Group
140
Bessemer Group
New Jersey
$2K – – –
FNBT
141
FineMark National Bank & Trust
Florida
$2K – – –
Manulife (Manufacturers Life Insurance)
142
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.03K -$2.54K -61 -0.3%
LTFS
143
Ladenburg Thalmann Financial Services
Florida
$1K – – –
WA
144
WFG Advisors
Texas
$1K – – –
PI
145
Putnam Investments
Massachusetts
– -$2.13M -52,875 Closed
FWIA
146
Fort Washington Investment Advisors
Ohio
– -$1.42M -35,242 Closed
ProShare Advisors
147
ProShare Advisors
Maryland
– -$805K -19,956 Closed
WMSA
148
Weiss Multi-Strategy Advisers
New York
– -$436K -10,810 Closed
G
149
GlobalBridge
Minnesota
– -$229K -5,671 Closed
SG Americas Securities
150
SG Americas Securities
New York
– -$196K -4,848 Closed
3 4 5
6
7

FWRD Hedge Fund Activity: Q4 2013 in Review

144 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2013, worth a combined $1.36B — up 5.9% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FWRD positions and 9 closed out — a net gain of 3 holders — while 52 added to existing stakes and 54 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $5.97M. The largest seller was CS McKee, cutting an estimated $14.3M.

  • 144 institutional investors held Forward Air (FWRD) as of Q4 2013, up from 142 in Q3 2013.
  • Funds reported $1.36B of Forward Air stock for Q4 2013, up 5.9% quarter-over-quarter.
  • 12 funds opened new Forward Air positions in Q4 2013 and 9 closed out, a net change of +3 holders.
  • The largest Forward Air buyer in Q4 2013 was Deutsche Bank, an estimated $5.97M added.
  • The largest Forward Air seller in Q4 2013 was CS McKee, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2013.