We are live on ! Find out more
FWRD icon

Forward Air
FWRD

196 hedge funds and large institutions have $1.53B invested in Forward Air in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 87 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

548% more call options, than puts

Call options by funds: $2.9M | Put options by funds: $447K

14% more capital invested

Capital invested by funds: $1.35B → $1.53B (+$186M)

0.97% less ownership

Funds ownership: 96.65% → 95.68% (-0.97%)

5% less funds holding

Funds holding: 206 → 196 (-10)

26% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 31

34% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 87

Holders
196
Holders Change
-10
Holders Change %
-4.85%
% of All Funds
3.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
57
Reduced
87
Closed
31
Calls
$2.9M
Puts
$447K
Net Calls
+$2.45M
Net Calls Change
+$3.19M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$31.3M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$25.8M
3
AA
Ancora Advisors
Ohio
+$23.5M
4
Man Group
Man Group
United Kingdom
+$6.53M
5
IECM
Intrinsic Edge Capital Management
Illinois
+$6.42M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$50.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$5.6M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$5.06M
4
RA
Royce & Associates
New York
-$4.79M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
126
Two Sigma Advisers
New York
$524K -$42.6K -777 -8%
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$516K – – –
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$515K -$17.4K -318 -3%
DTL
129
Dynamic Technology Lab
Singapore
$503K -$209K -3,810 -30%
ASRS
130
Arizona State Retirement System
Arizona
$484K +$115K +2,090 +33%
Skandinaviska Enskilda Banken (SEB)
131
Skandinaviska Enskilda Banken (SEB)
Sweden
$476K – – –
American Century Companies
132
American Century Companies
Missouri
$453K +$9.33K +170 +2%
MLICM
133
Metropolitan Life Insurance Company (MetLife)
New York
$446K -$58.5K -1,067 -12%
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$438K – – –
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$413K +$263K +4,789 +200%
Public Employees Retirement Association of Colorado
136
Public Employees Retirement Association of Colorado
Colorado
$368K – – –
SF
137
Synovus Financial
Georgia
$359K +$7.35K +134 +2%
ECM
138
Everence Capital Management
Indiana
$347K – – –
QSS
139
Quantitative Systematic Strategies
Florida
$324K +$310K +5,642 New
P
140
Pitcairn
Pennsylvania
$323K -$3.73K -68 -1%
SEI Investments
141
SEI Investments
Pennsylvania
$323K – – –
AAS
142
Avantax Advisory Services
Texas
$317K +$305K +5,557 New
FMT
143
First Mercantile Trust
Tennessee
$292K -$164K -2,987 -42%
RCM
144
Radnor Capital Management
Pennsylvania
$267K -$1.92K -35 -0.7%
RJFSA
145
Raymond James Financial Services Advisors
Florida
$260K +$249K +4,538 New
BCI
146
Brinker Capital Investments
Pennsylvania
$237K +$226K +4,125 New
CGH
147
Crossmark Global Holdings
Texas
$231K -$10.4K -190 -5%
T. Rowe Price Associates
148
T. Rowe Price Associates
Maryland
$231K +$220K +4,018 New
ACM
149
AlphaCrest Capital Management
New York
$229K -$146K -2,652 -40%
ProShare Advisors
150
ProShare Advisors
Maryland
$225K -$18.5K -337 -8%
4 5
6
7 8

FWRD Hedge Fund Activity: Q3 2020 in Review

196 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q3 2020, worth a combined $1.53B — up 14% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of FWRD and 23 opened new positions — a net loss of 8 holders — while 87 trimmed existing stakes and 57 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $31.3M. The largest seller was Wellington Management Group, cutting an estimated $50.5M.

  • 196 institutional investors held Forward Air (FWRD) as of Q3 2020, down from 206 in Q2 2020.
  • Funds reported $1.53B of Forward Air stock for Q3 2020, up 14% quarter-over-quarter.
  • 23 funds opened new Forward Air positions in Q3 2020 and 31 closed out, a net change of -8 holders.
  • The largest Forward Air buyer in Q3 2020 was Thrivent Financial for Lutherans, an estimated $31.3M added.
  • The largest Forward Air seller in Q3 2020 was Wellington Management Group, an estimated $50.5M sold.

Based on aggregated 13F filings for Q3 2020.