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Forward Air
FWRD

168 hedge funds and large institutions have $1.42B invested in Forward Air in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0.73% more ownership

Funds ownership: 97.96% → 98.68% (+0.73%)

0% more capital invested

Capital invested by funds: $1.42B → $1.42B (+$3.18M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

6% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 62

2% less funds holding

Funds holding: 172 → 168 (-4)

Holders
168
Holders Change
-4
Holders Change %
-2.33%
% of All Funds
4.18%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
58
Reduced
62
Closed
19
Calls
$352K
Puts
–
Net Calls
+$352K
Net Calls Change
+$44K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$184M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$5.54M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$4.46M
4
Millennium Management
Millennium Management
New York
+$3.93M
5
TCM
Tributary Capital Management
Nebraska
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$10.4M
2
RA
Royce & Associates
New York
-$8.76M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.5M
4
Invesco
Invesco
Georgia
-$2.96M
5
ACM
Atlanta Capital Management
Georgia
-$2.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
ARTA
126
A.R.T. Advisors
New York
$233K +$238K +4,900 New
Tudor Investment Corp
127
Tudor Investment Corp
Connecticut
$214K +$218K +4,500 New
Los Angeles Capital Management
128
Los Angeles Capital Management
California
$206K +$210K +4,323 New
PI
129
PineBridge Investments
New York
$187K -$776 -16 -0.4%
GT
130
Glenmede Trust
Pennsylvania
$183K – – –
SOADOR
131
State of Alaska Department of Revenue
Alaska
$158K +$1.46K +30 +0.9%
NIT
132
NumerixS Investment Technologies
British Columbia, Canada
$138K +$82.4K +1,700 +142%
AFA
133
Abacus FCF Advisors
Florida
$118K +$56.6K +1,168 +89%
Barclays
134
Barclays
United Kingdom
$114K +$51.1K +1,053 +78%
AIP
135
Ameritas Investment Partners
Nebraska
$114K +$116K +2,390 New
EP
136
Elkfork Partners
Oregon
$102K -$4.95K -102 -5%
HNB
137
Huntington National Bank
Ohio
$97K – – –
US Bancorp
138
US Bancorp
Minnesota
$93K +$37.2K +768 +64%
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$85K -$41.9K -864 -33%
GHCM
140
Glen Harbor Capital Management
California
$84K -$4.07K -84 -5%
AIM
141
Acrospire Investment Management
Illinois
$76K +$77.6K +1,600 New
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$75K +$8.2K +169 +12%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$70K -$6.55K -135 -8%
Nisa Investment Advisors
144
Nisa Investment Advisors
Missouri
$69K -$6.79K -140 -9%
MCIM
145
Meadow Creek Investment Management
Georgia
$66K -$3.2K -66 -5%
LIA
146
LS Investment Advisors
Michigan
$53K – – –
RCM
147
Riverhead Capital Management
Delaware
$52K -$4.85K -100 -8%
FCM
148
Flinton Capital Management
Pennsylvania
$48K -$2.33K -48 -5%
PCM
149
Prelude Capital Management
New York
$40K +$40.7K +840 New
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$39K – – –
4 5
6
7 8

FWRD Hedge Fund Activity: Q1 2017 in Review

168 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q1 2017, worth a combined $1.42B — up 0.22% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FWRD positions and 19 closed out — a net gain of 2 holders — while 58 added to existing stakes and 62 trimmed.

The largest buyer was BlackRock, adding an estimated $184M. The largest seller was Goldman Sachs, cutting an estimated $10.4M.

  • 168 institutional investors held Forward Air (FWRD) as of Q1 2017, down from 172 in Q4 2016.
  • Funds reported $1.42B of Forward Air stock for Q1 2017, up 0.22% quarter-over-quarter.
  • 21 funds opened new Forward Air positions in Q1 2017 and 19 closed out, a net change of +2 holders.
  • The largest Forward Air buyer in Q1 2017 was BlackRock, an estimated $184M added.
  • The largest Forward Air seller in Q1 2017 was Goldman Sachs, an estimated $10.4M sold.

Based on aggregated 13F filings for Q1 2017.