Forward Air
FWRD
166 hedge funds and large institutions have $1.45B invested in Forward Air in 2014 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 4 closing their positions.
575% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 4
15% more funds holding
Funds holding: 144 → 166 (+22)
7% more capital invested
Capital invested by funds: $1.36B → $1.45B (+$92.9M)
8% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$7.28M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$6.57M |
| 3 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$5.72M |
| 4 |
Morgan Stanley
New York
|
+$4.3M |
| 5 |
Renaissance Technologies
New York
|
+$3.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$15.3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.59M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$3.51M |
| 4 |
Goldman Sachs
New York
|
-$2.41M |
| 5 |
CM
CS McKee
Pittsburgh,
Pennsylvania
|
-$2.31M |
FWRD Hedge Fund Activity: Q1 2014 in Review
166 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q1 2014, worth a combined $1.45B — up 6.8% from $1.36B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new FWRD positions and 4 closed out — a net gain of 23 holders — while 57 added to existing stakes and 53 trimmed.
The largest buyer was Invesco, adding an estimated $7.28M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $15.3M.
- 166 institutional investors held Forward Air (FWRD) as of Q1 2014, up from 144 in Q4 2013.
- Funds reported $1.45B of Forward Air stock for Q1 2014, up 6.8% quarter-over-quarter.
- 27 funds opened new Forward Air positions in Q1 2014 and 4 closed out, a net change of +23 holders.
- The largest Forward Air buyer in Q1 2014 was Invesco, an estimated $7.28M added.
- The largest Forward Air seller in Q1 2014 was Columbia Wanger Asset Management, an estimated $15.3M sold.
Based on aggregated 13F filings for Q1 2014.