Forward Air
FWRD
173 hedge funds and large institutions have $1.66B invested in Forward Air in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 63 reducing their positions, and 19 closing their positions.
16% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 19
2% more funds holding
Funds holding: 170 → 173 (+3)
5% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 63
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $1.7B → $1.66B (-$43M)
53% less call options, than puts
Call options by funds: $451K | Put options by funds: $952K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Daruma Capital Management
New York
|
+$35.4M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$19.7M |
| 3 |
IP
Interval Partners
New York
|
+$13.9M |
| 4 |
FAM
Fred Alger Management
New York
|
+$11.1M |
| 5 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$9.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$23.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$17.3M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$16M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$14.2M |
| 5 |
RA
Royce & Associates
New York
|
-$12.8M |
FWRD Hedge Fund Activity: Q2 2015 in Review
173 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q2 2015, worth a combined $1.66B — down 2.5% from $1.7B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new FWRD positions and 19 closed out — a net gain of 3 holders — while 66 added to existing stakes and 63 trimmed.
The largest buyer was Daruma Capital Management, opening a new position worth an estimated $35.4M. The largest seller was Rice Hall James & Associates, exiting entirely with an estimated $23.7M sold.
- 173 institutional investors held Forward Air (FWRD) as of Q2 2015, up from 170 in Q1 2015.
- Funds reported $1.66B of Forward Air stock for Q2 2015, down 2.5% quarter-over-quarter.
- 22 funds opened new Forward Air positions in Q2 2015 and 19 closed out, a net change of +3 holders.
- The largest Forward Air buyer in Q2 2015 was Daruma Capital Management, an estimated $35.4M added.
- The largest Forward Air seller in Q2 2015 was Rice Hall James & Associates, an estimated $23.7M sold.
Based on aggregated 13F filings for Q2 2015.