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Forward Air

210 hedge funds and large institutions have $1.07B invested in Forward Air in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 66 increasing their positions, 62 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

6% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 62

1% more funds holding

Funds holding: 208210 (+2)

4.45% less ownership

Funds ownership: 119%114.55% (-4.5%)

8% less capital invested

Capital invested by funds: $1.17B → $1.07B (-$96.8M)

15% less call options, than puts

Call options by funds: $22.4M | Put options by funds: $26.5M

Holders
210
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
2.77%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
40
Increased
66
Reduced
62
Closed
36
Calls
$22.4M
Puts
$26.5M
Net Calls
-$4.09M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
126
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$296K -$14.8K -425 -4%
JF
127
Jump Financial
Illinois
$285K +$309K +8,848 New
TRSOTSOK
128
Teachers Retirement System of the State of Kentucky
Kentucky
$283K
WAM
129
Wolverine Asset Management
Illinois
$276K -$3.89M -111,439 -93%
LCM
130
Logan Capital Management
Pennsylvania
$272K -$91.4K -2,618 -24%
PD
131
Point72 (DIFC)
United Arab Emirates
$256K +$277K +7,941 New
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$254K +$22.7K +651 +9%
PCM
133
Polymer Capital Management
New York
$254K +$274K +7,863 New
LPL Financial
134
LPL Financial
California
$248K -$49.4K -1,416 -16%
Franklin Resources
135
Franklin Resources
California
$246K -$51.7K -1,480 -16%
VOYA Investment Management
136
VOYA Investment Management
Georgia
$244K -$24.1K -691 -8%
MPEM
137
Marathon Partners Equity Management
New York
$242K +$262K +7,500 New
State Board of Administration of Florida Retirement System
138
State Board of Administration of Florida Retirement System
Florida
$241K
ProShare Advisors
139
ProShare Advisors
Maryland
$240K +$260K +7,444 New
YCM
140
Yousif Capital Management
Michigan
$240K +$1.22K +35 +0.5%
KK
141
KLP Kapitalforvaltning
Norway
$235K +$255K +7,300 New
QCM
142
Quantinno Capital Management
New York
$224K +$21.5K +615 +10%
Comerica Bank
143
Comerica Bank
Texas
$224K -$16.1K -461 -6%
BL
144
BFSG LLC
California
$223K -$5.24K -150 -2%
UCFA
145
United Capital Financial Advisors
Texas
$222K -$7.02K -201 -3%
MSRPS
146
Maryland State Retirement & Pension System
Maryland
$217K +$9.56K +274 +4%
AB
147
Amalgamated Bank
New York
$189K -$1.78K -51 -0.9%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$186K +$419 +12 +0.2%
PFSRSONJ
149
Police & Firemen's Retirement System of New Jersey
New Jersey
$164K +$178K +5,096 New
OPERF
150
Oregon Public Employees Retirement Fund
Oregon
$153K +$6.98K +200 +4%

FWRD Hedge Fund Activity: Q4 2024 in Review

210 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2024, worth a combined $1.07B — down 8.3% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FWRD positions and 36 closed out — a net gain of 4 holders — while 66 added to existing stakes and 62 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $15M. The largest seller was Scopus Asset Management, exiting entirely with an estimated $46M sold.

  • 210 institutional investors held Forward Air (FWRD) as of Q4 2024, up from 208 in Q3 2024.
  • Funds reported $1.07B of Forward Air stock for Q4 2024, down 8.3% quarter-over-quarter.
  • 40 funds opened new Forward Air positions in Q4 2024 and 36 closed out, a net change of +4 holders.
  • The largest Forward Air buyer in Q4 2024 was Point72 Asset Management, an estimated $15M added.
  • The largest Forward Air seller in Q4 2024 was Scopus Asset Management, an estimated $46M sold.

Based on aggregated 13F filings for Q4 2024.