FWRD icon

Forward Air
FWRD

Overview Fund Activity

191 hedge funds and large institutions have $636M invested in Forward Air in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 75 increasing their positions, 58 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-34
Holders Change %
-15.11%
% of All Funds
2.78%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
42
Increased
75
Reduced
58
Closed
75
Calls
$6.92M
Puts
$14.8M
Net Calls
-$7.9M
Net Calls Change
+$13.2M

Top Buyers

1
CCG
1
Clearlake Capital Group
California
$72.8M
2
LC
2
Littlejohn & Co
Connecticut
$42.6M
3
RPM
3
Ridgemont Partners Management
North Carolina
$36.4M
4
ICM
4
Irenic Capital Management
New York
$20.3M
5
AA
5
Ancora Advisors
Ohio
$18.3M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$47.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$16M
4
Man Group
4
Man Group
United Kingdom
$0
5
Invesco
5
Invesco
Georgia
$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPERF
126
Oregon Public Employees Retirement Fund
Oregon
$145K -$11.4K -600 -7%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$137K +$34.3K +1,803 +33%
Amundi
128
Amundi
France
$104K +$5.43K +279 +6%
SWM
129
Spire Wealth Management
Virginia
$101K +$54.5K +2,860 +118%
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$100K -$1.73M -90,713 -95%
Osaic Holdings
131
Osaic Holdings
Arizona
$91.9K +$65.7K +3,452 +251%
Russell Investments Group
132
Russell Investments Group
United Kingdom
$88.8K -$676K -35,515 -88%
SA
133
SRH Advisors
Kansas
$83.6K +$26.5K +1,390 +46%
Public Employees Retirement Association of Colorado
134
Public Employees Retirement Association of Colorado
Colorado
$75K – – –
QCG
135
Quadrant Capital Group
Ohio
$59K +$25.9K +1,361 +78%
AIP
136
Ameritas Investment Partners
Nebraska
$49.5K – – –
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$40.6K +$22K +1,154 +118%
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.1K +$7.62K +400 +25%
CA
139
Clearstead Advisors
Ohio
$38.1K +$38.1K +2,000 New
GI
140
GAMMA Investing
California
$37.9K +$36.4K +1,910 +2,329%
GCM
141
Gladius Capital Management
Illinois
$37.4K +$9.39K +493 +34%
US Bancorp
142
US Bancorp
Minnesota
$35.5K -$11K -578 -24%
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$32K +$17.7K +929 +123%
AIM
144
Anchor Investment Management
South Carolina
$29.1K -$2.57K -135 -8%
PD
145
Point72 (DIFC)
United Arab Emirates
$26.4K +$26.4K +1,386 New
A
146
AlphaQuest
New York
$25.9K -$26.1K -1,371 -50%
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$23.4K +$10.3K +542 +79%
CAS
148
Coppell Advisory Solutions
Texas
$23.1K +$23.1K +1,214 New
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$16.5K +$10.9K +573 +194%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$15K -$36.6K -1,888 -71%
4 5
6
7 8