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Forward Air
FWRD

240 hedge funds and large institutions have $3.19B invested in Forward Air in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 73 increasing their positions, 90 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $2.5M | Put options by funds: $750K

171% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 17

45% more capital invested

Capital invested by funds: $2.19B → $3.19B (+$997M)

12% more funds holding

Funds holding: 215 → 240 (+25)

0.44% more ownership

Funds ownership: 97.41% → 97.84% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

19% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 90

Holders
240
Holders Change
+25
Holders Change %
+11.63%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
46
Increased
73
Reduced
90
Closed
17
Calls
$2.5M
Puts
$750K
Net Calls
+$1.75M
Net Calls Change
+$889K

Top Buyers

1
DCM
Driehaus Capital Management
Illinois
+$33M
2
SAM
Silvercrest Asset Management
New York
+$31.5M
3
RA
Royce & Associates
New York
+$21.7M
4
UBS AM
UBS AM
Illinois
+$15M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$6.97M

Top Sellers

1
AA
Ancora Advisors
Ohio
-$39.8M
2
SAM
Scopus Asset Management
New York
-$22.2M
3
Victory Capital Management
Victory Capital Management
Texas
-$14.1M
4
SSA
Schonfeld Strategic Advisors
New York
-$9.9M
5
Deutsche Bank
Deutsche Bank
Germany
-$9.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
126
MetLife Investment Management
New Jersey
$1.09M -$70.1K -685 -7%
State of Tennessee, Department of Treasury
127
State of Tennessee, Department of Treasury
Tennessee
$1.07M – – –
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$1.04M +$879K +8,591 New
ERSOT
129
Employees Retirement System of Texas
Texas
$1.02M -$307K -3,000 -26%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$1.01M -$222K -2,169 -21%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$1M -$26.5K -259 -3%
Handelsbanken Fonder
132
Handelsbanken Fonder
Sweden
$985K – – –
M&T Bank
133
M&T Bank
New York
$978K +$31.8K +311 +4%
TRSOTSOK
134
Teachers Retirement System of the State of Kentucky
Kentucky
$944K – – –
Boston Partners
135
Boston Partners
Massachusetts
$933K – – –
ASRS
136
Arizona State Retirement System
Arizona
$883K -$15K -147 -2%
TFA
137
Toth Financial Advisory
Virginia
$875K +$739K +7,225 New
MLICM
138
Metropolitan Life Insurance Company (MetLife)
New York
$814K -$52K -508 -7%
ProShare Advisors
139
ProShare Advisors
Maryland
$812K +$258K +2,522 +60%
E
140
Ergoteles
New York
$793K +$384K +3,757 +135%
T. Rowe Price Associates
141
T. Rowe Price Associates
Maryland
$778K -$88.7K -867 -12%
Public Employees Retirement Association of Colorado
142
Public Employees Retirement Association of Colorado
Colorado
$767K – – –
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$765K +$51.9K +507 +9%
SF
144
Synovus Financial
Georgia
$707K -$7.57K -74 -1%
PTC
145
Private Trust Company
Ohio
$705K -$84K -821 -12%
Brown Advisory
146
Brown Advisory
Maryland
$689K +$582K +5,688 New
Janus Henderson Group
147
Janus Henderson Group
United Kingdom
$676K +$287K +2,806 +101%
AG
148
Algert Global
California
$668K +$213K +2,080 +60%
HSBC Holdings
149
HSBC Holdings
United Kingdom
$666K +$124K +1,212 +28%
LPL Financial
150
LPL Financial
California
$665K +$233K +2,278 +71%
4 5
6
7 8

FWRD Hedge Fund Activity: Q4 2021 in Review

240 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2021, worth a combined $3.19B — up 45% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FWRD positions and 17 closed out — a net gain of 29 holders — while 73 added to existing stakes and 90 trimmed.

The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $33M. The largest seller was Ancora Advisors, cutting an estimated $39.8M.

  • 240 institutional investors held Forward Air (FWRD) as of Q4 2021, up from 215 in Q3 2021.
  • Funds reported $3.19B of Forward Air stock for Q4 2021, up 45% quarter-over-quarter.
  • 46 funds opened new Forward Air positions in Q4 2021 and 17 closed out, a net change of +29 holders.
  • The largest Forward Air buyer in Q4 2021 was Driehaus Capital Management, an estimated $33M added.
  • The largest Forward Air seller in Q4 2021 was Ancora Advisors, an estimated $39.8M sold.

Based on aggregated 13F filings for Q4 2021.