Forward Air
FWRD
199 hedge funds and large institutions have $2.07B invested in Forward Air in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 91 reducing their positions, and 20 closing their positions.
407% more call options, than puts
Call options by funds: $76K | Put options by funds: $15K
35% more capital invested
Capital invested by funds: $1.53B → $2.07B (+$539M)
25% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 20
2.43% more ownership
Funds ownership: 95.68% → 98.11% (+2.4%)
2% more funds holding
Funds holding: 196 → 199 (+3)
42% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 91
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$69.5M |
| 2 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$16.9M |
| 3 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$12.5M |
| 4 |
BlackRock
New York
|
+$10.4M |
| 5 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$9.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$16.1M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$12.2M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$11M |
| 4 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$6.72M |
| 5 |
Man Group
London,
United Kingdom
|
-$6.45M |
FWRD Hedge Fund Activity: Q4 2020 in Review
199 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2020, worth a combined $2.07B — up 35% from $1.53B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FWRD positions and 20 closed out — a net gain of 5 holders — while 53 added to existing stakes and 91 trimmed.
The largest buyer was Ancora Advisors, adding an estimated $69.5M. The largest seller was River Road Asset Management, exiting entirely with an estimated $16.1M sold.
- 199 institutional investors held Forward Air (FWRD) as of Q4 2020, up from 196 in Q3 2020.
- Funds reported $2.07B of Forward Air stock for Q4 2020, up 35% quarter-over-quarter.
- 25 funds opened new Forward Air positions in Q4 2020 and 20 closed out, a net change of +5 holders.
- The largest Forward Air buyer in Q4 2020 was Ancora Advisors, an estimated $69.5M added.
- The largest Forward Air seller in Q4 2020 was River Road Asset Management, an estimated $16.1M sold.
Based on aggregated 13F filings for Q4 2020.