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Forward Air
FWRD

172 hedge funds and large institutions have $1.42B invested in Forward Air in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

97.96% more ownership

Funds ownership: 0% → 97.96% (+98%)

10% more capital invested

Capital invested by funds: $1.29B → $1.42B (+$124M)

8% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 62

5% less funds holding

Funds holding: 182 → 172 (-10)

31% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 26

Holders
172
Holders Change
-10
Holders Change %
-5.49%
% of All Funds
4.3%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
18
Increased
67
Reduced
62
Closed
26
Calls
$308K
Puts
–
Net Calls
+$308K
Net Calls Change
+$308K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$13.3M
2
DCM
Daruma Capital Management
New York
+$13.2M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$13.1M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$12.5M
5
Victory Capital Management
Victory Capital Management
Texas
+$8.71M

Top Sellers

1
RP
Riverbridge Partners
Minnesota
-$18.9M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$11.2M
3
Goldman Sachs
Goldman Sachs
New York
-$10M
4
RA
Royce & Associates
New York
-$8.37M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$7.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
126
T. Rowe Price Associates
Maryland
$231K -$201K -4,400 -47%
Two Sigma Advisers
127
Two Sigma Advisers
New York
$229K +$222K +4,842 New
Truist Financial
128
Truist Financial
North Carolina
$221K -$3.75K -82 -2%
DADC
129
D.A. Davidson & Co
Montana
$191K -$6.91K -151 -4%
PI
130
PineBridge Investments
New York
$187K +$5.21K +114 +3%
GT
131
Glenmede Trust
Pennsylvania
$182K – – –
SOADOR
132
State of Alaska Department of Revenue
Alaska
$156K +$151K +3,310 New
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$125K -$15.9K -347 -12%
BlackRock
134
BlackRock
New York
$114K – – –
AAM
135
Advisors Asset Management
Colorado
$111K -$18.3K -400 -15%
EP
136
Elkfork Partners
Oregon
$106K +$103K +2,244 New
HNB
137
Huntington National Bank
Ohio
$97K -$73.4K -1,604 -44%
GHCM
138
Glen Harbor Capital Management
California
$88K +$84.5K +1,848 New
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$76K -$110K -2,408 -60%
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$76K – – –
QT
141
Quantbot Technologies
New York
$76K +$59.1K +1,292 +394%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$69K -$41.6K -910 -39%
MCIM
143
Meadow Creek Investment Management
Georgia
$69K +$66.4K +1,452 New
Barclays
144
Barclays
United Kingdom
$64K +$12.5K +273 +25%
AFA
145
Abacus FCF Advisors
Florida
$62K +$33.4K +730 +125%
US Bancorp
146
US Bancorp
Minnesota
$57K -$169K -3,684 -75%
NIT
147
NumerixS Investment Technologies
British Columbia, Canada
$57K -$59.5K -1,300 -52%
RCM
148
Riverhead Capital Management
Delaware
$57K – – –
LIA
149
LS Investment Advisors
Michigan
$53K – – –
FCM
150
Flinton Capital Management
Pennsylvania
$50K +$48.3K +1,056 New
4 5
6
7 8

FWRD Hedge Fund Activity: Q4 2016 in Review

172 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2016, worth a combined $1.42B — up 9.6% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FWRD and 18 opened new positions — a net loss of 8 holders — while 62 trimmed existing stakes and 67 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $13.3M. The largest seller was Riverbridge Partners, exiting entirely with an estimated $18.9M sold.

  • 172 institutional investors held Forward Air (FWRD) as of Q4 2016, down from 182 in Q3 2016.
  • Funds reported $1.42B of Forward Air stock for Q4 2016, up 9.6% quarter-over-quarter.
  • 18 funds opened new Forward Air positions in Q4 2016 and 26 closed out, a net change of -8 holders.
  • The largest Forward Air buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $13.3M added.
  • The largest Forward Air seller in Q4 2016 was Riverbridge Partners, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2016.