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Forward Air
FWRD

Overview Fund Activity

264 hedge funds and large institutions have $1.67B invested in Forward Air in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 92 increasing their positions, 87 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+13
Holders Change %
+5.18%
% of All Funds
3.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
54
Increased
92
Reduced
87
Closed
37
Calls
$16.7M
Puts
$49.5M
Net Calls
-$32.7M
Net Calls Change
+$9.35M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$193M
2
Norges Bank
2
Norges Bank
Norway
$43.3M
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$40.6M
4
ECM
4
ExodusPoint Capital Management
New York
$13.1M
5
Millennium Management
5
Millennium Management
New York
$28.9M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$0
2
AA
2
Ancora Advisors
Ohio
$7.96M
3
UBS Group
3
UBS Group
Switzerland
$6.39M
4
Ameriprise
4
Ameriprise
Minnesota
$9.69M
5
Bank of America
5
Bank of America
North Carolina
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTL
126
Dynamic Technology Lab
Singapore
$765K +$335K +5,331 +78%
Nomura Holdings
127
Nomura Holdings
Japan
$761K +$761K +12,100 New
LCM
128
Logan Capital Management
Pennsylvania
$742K -$52.1K -828 -7%
TRCT
129
Tower Research Capital (TRC)
New York
$737K +$547K +8,701 +288%
Mirae Asset Global Investments
130
Mirae Asset Global Investments
South Korea
$736K – – –
LPL Financial
131
LPL Financial
California
$731K +$285K +4,530 +64%
LCM
132
Landscape Capital Management
New Jersey
$712K +$712K +11,328 New
GCM
133
Graham Capital Management
Connecticut
$686K +$150K +2,381 +28%
AB
134
Amalgamated Bank
New York
$682K -$40.4K -643 -6%
Wells Fargo
135
Wells Fargo
California
$671K +$127K +2,013 +23%
TI
136
Tidal Investments
Wisconsin
$658K +$360K +5,721 +120%
HF
137
HRT Financial
New York
$648K -$589K -9,374 -48%
Creative Planning
138
Creative Planning
Kansas
$630K -$10.4K -165 -2%
NSEDCP
139
NJ State Employees Deferred Compensation Plan
New Jersey
$629K – – –
Walleye Trading
140
Walleye Trading
New York
$624K +$624K +9,928 New
Ensign Peak Advisors
141
Ensign Peak Advisors
Utah
$604K – – –
PWC
142
PYA Waltman Capital
Tennessee
$602K – – –
Point72 Asset Management
143
Point72 Asset Management
Connecticut
$597K +$437K +6,953 +273%
MSRPS
144
Maryland State Retirement & Pension System
Maryland
$586K -$8.68K -138 -1%
A
145
AlphaQuest
New York
$576K +$576K +9,160 New
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$560K -$165K -2,628 -23%
TRSOTSOK
147
Teachers Retirement System of the State of Kentucky
Kentucky
$550K – – –
Squarepoint
148
Squarepoint
New York
$547K +$547K +8,696 New
BHCM
149
Brevan Howard Capital Management
Jersey
$535K +$535K +8,508 New
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$527K -$153K -2,433 -22%
4 5
6
7 8