We are live on ! Find out more
FWRD icon

Forward Air
FWRD

237 hedge funds and large institutions have $1.91B invested in Forward Air in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

9% more capital invested

Capital invested by funds: $1.74B → $1.91B (+$165M)

6% more funds holding

Funds holding: 223 → 237 (+14)

0.31% more ownership

Funds ownership: 96.77% → 97.08% (+0.31%)

6% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 82

Holders
237
Holders Change
+14
Holders Change %
+6.28%
% of All Funds
4.67%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
77
Reduced
82
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$14.1M
2
ClearBridge Investments
ClearBridge Investments
New York
+$8.75M
3
Man Group
Man Group
United Kingdom
+$7.43M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.77M
5
Victory Capital Management
Victory Capital Management
Texas
+$5.24M

Top Sellers

Rank Fund Capital Flow
1
SAM
Scopus Asset Management
New York
-$22.7M
2
SBH
Segall Bryant & Hamill
Illinois
-$8.27M
3
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
-$7.12M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$6.51M
5
RRAM
River Road Asset Management
Kentucky
-$5.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$740K +$68.3K +1,008 +11%
NSEDCP
127
NJ State Employees Deferred Compensation Plan
New Jersey
$700K – – –
DA
128
Duality Advisers
Florida
$697K +$200K +2,946 +42%
MSA
129
Mason Street Advisors
Wisconsin
$686K +$665K +9,813 New
DCM
130
Dean Capital Management
Kansas
$675K -$227K -3,345 -26%
LSERS
131
Louisiana State Employees Retirement System
Louisiana
$674K -$58.3K -860 -8%
PWC
132
PYA Waltman Capital
Tennessee
$670K +$649K +9,577 New
COPPSERS
133
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$668K -$3.52K -52 -0.5%
GAM
134
Gotham Asset Management
New York
$666K -$283K -4,179 -31%
TRSOTSOK
135
Teachers Retirement System of the State of Kentucky
Kentucky
$657K – – –
ACM
136
AlphaCrest Capital Management
New York
$651K -$711K -10,489 -53%
ARTA
137
A.R.T. Advisors
New York
$649K +$244K +3,600 +63%
GT
138
Glenmede Trust
Pennsylvania
$642K +$20.4K +301 +3%
AC
139
Aristides Capital
Kentucky
$632K +$612K +9,029 New
DCM
140
Driehaus Capital Management
Illinois
$623K -$502K -7,409 -45%
MERSOM
141
Municipal Employees' Retirement System of Michigan
Michigan
$606K +$11.5K +170 +2%
MLICM
142
Metropolitan Life Insurance Company (MetLife)
New York
$603K -$14.5K -214 -2%
ECM
143
ExodusPoint Capital Management
New York
$599K +$581K +8,569 New
Skandinaviska Enskilda Banken (SEB)
144
Skandinaviska Enskilda Banken (SEB)
Sweden
$581K – – –
Two Sigma Advisers
145
Two Sigma Advisers
New York
$576K -$1.25M -18,477 -69%
PTC
146
Private Trust Company
Ohio
$573K +$555K +8,193 New
BNP Paribas Financial Markets
147
BNP Paribas Financial Markets
France
$562K +$190K +2,802 +54%
SO
148
STRS Ohio
Ohio
$559K +$434K +6,400 +400%
HighTower Advisors
149
HighTower Advisors
Illinois
$554K – – –
XK
150
Xact Kapitalforvaltning
Sweden
$534K – – –
4 5
6
7 8

FWRD Hedge Fund Activity: Q4 2019 in Review

237 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2019, worth a combined $1.91B — up 9.5% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new FWRD positions and 19 closed out — a net gain of 20 holders — while 77 added to existing stakes and 82 trimmed.

The largest buyer was Millennium Management, adding an estimated $14.1M. The largest seller was Scopus Asset Management, cutting an estimated $22.7M.

  • 237 institutional investors held Forward Air (FWRD) as of Q4 2019, up from 223 in Q3 2019.
  • Funds reported $1.91B of Forward Air stock for Q4 2019, up 9.5% quarter-over-quarter.
  • 39 funds opened new Forward Air positions in Q4 2019 and 19 closed out, a net change of +20 holders.
  • The largest Forward Air buyer in Q4 2019 was Millennium Management, an estimated $14.1M added.
  • The largest Forward Air seller in Q4 2019 was Scopus Asset Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q4 2019.