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Forward Air
FWRD

206 hedge funds and large institutions have $2.37B invested in Forward Air in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

15% more capital invested

Capital invested by funds: $2.07B → $2.37B (+$301M)

4% more funds holding

Funds holding: 199 → 206 (+7)

0.92% less ownership

Funds ownership: 98.11% → 97.19% (-0.92%)

32% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 85

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
206
Holders Change
+7
Holders Change %
+3.52%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
28
Increased
58
Reduced
85
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$32.9M
2
AA
Ancora Advisors
Ohio
+$20.6M
3
JP Morgan Chase
JP Morgan Chase
New York
+$10M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$8.3M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.71M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
-$38.6M
2
SAM
Silvercrest Asset Management
New York
-$9.45M
3
BTW
Boston Trust Walden
Massachusetts
-$9M
4
Norges Bank
Norges Bank
Norway
-$7.75M
5
Victory Capital Management
Victory Capital Management
Texas
-$7.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
$658K -$31.1K -372 -5%
E
127
Ergoteles
New York
$657K -$201K -2,400 -24%
PP
128
Paloma Partners
Connecticut
$590K +$556K +6,639 New
Public Employees Retirement Association of Colorado
129
Public Employees Retirement Association of Colorado
Colorado
$563K – – –
Handelsbanken Fonder
130
Handelsbanken Fonder
Sweden
$545K – – –
SF
131
Synovus Financial
Georgia
$522K -$49K -585 -9%
US Bancorp
132
US Bancorp
Minnesota
$520K -$52.8K -630 -10%
P
133
Pitcairn
Pennsylvania
$514K +$7.95K +95 +2%
T. Rowe Price Associates
134
T. Rowe Price Associates
Maryland
$510K +$159K +1,898 +49%
CCP
135
Clifford Capital Partners
Utah
$456K +$31K +370 +8%
RCM
136
Radnor Capital Management
Pennsylvania
$430K +$7.12K +85 +2%
CGH
137
Crossmark Global Holdings
Texas
$426K +$31K +370 +8%
ECM
138
Everence Capital Management
Indiana
$410K – – –
LPL Financial
139
LPL Financial
California
$391K +$17K +203 +5%
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$388K -$630K -7,521 -63%
AAS
141
Avantax Advisory Services
Texas
$353K +$9.04K +108 +3%
RJFSA
142
Raymond James Financial Services Advisors
Florida
$352K -$26.5K -317 -7%
Citigroup
143
Citigroup
New York
$348K -$435K -5,199 -57%
CIM
144
CIM Investment Management
Pennsylvania
$339K -$19.1K -228 -6%
FMT
145
First Mercantile Trust
Tennessee
$334K -$25.3K -302 -7%
HWAM
146
Hennion & Walsh Asset Management
New Jersey
$332K +$313K +3,739 New
MOACM
147
Mutual of America Capital Management
New York
$326K +$19.9K +238 +7%
D.E. Shaw & Co
148
D.E. Shaw & Co
New York
$319K -$90.9K -1,086 -23%
AB
149
Amalgamated Bank
New York
$310K -$25.1K -300 -8%
HSBC Holdings
150
HSBC Holdings
United Kingdom
$309K -$163K -1,952 -36%
4 5
6
7 8

FWRD Hedge Fund Activity: Q1 2021 in Review

206 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q1 2021, worth a combined $2.37B — up 15% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FWRD positions and 18 closed out — a net gain of 10 holders — while 58 added to existing stakes and 85 trimmed.

The largest buyer was Cardinal Capital Management LLC (Connecticut), opening a new position worth an estimated $32.9M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $38.6M.

  • 206 institutional investors held Forward Air (FWRD) as of Q1 2021, up from 199 in Q4 2020.
  • Funds reported $2.37B of Forward Air stock for Q1 2021, up 15% quarter-over-quarter.
  • 28 funds opened new Forward Air positions in Q1 2021 and 18 closed out, a net change of +10 holders.
  • The largest Forward Air buyer in Q1 2021 was Cardinal Capital Management LLC (Connecticut), an estimated $32.9M added.
  • The largest Forward Air seller in Q1 2021 was ArrowMark Colorado Holdings, an estimated $38.6M sold.

Based on aggregated 13F filings for Q1 2021.