Forward Air
FWRD
144 hedge funds and large institutions have $1.36B invested in Forward Air in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 9 closing their positions.
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
6% more capital invested
Capital invested by funds: $1.28B → $1.36B (+$75.7M)
1% more funds holding
Funds holding: 142 → 144 (+2)
4% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 54
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $44K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$5.97M |
| 2 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$5.2M |
| 3 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$3.96M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.42M |
| 5 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$3.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
CS McKee
Pittsburgh,
Pennsylvania
|
-$14.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$6.73M |
| 3 |
Bank of New York Mellon
New York
|
-$5.5M |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$2.47M |
| 5 |
SCA
SAC Capital Advisors
Stamford,
Connecticut
|
-$2.44M |
FWRD Hedge Fund Activity: Q4 2013 in Review
144 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2013, worth a combined $1.36B — up 5.9% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FWRD positions and 9 closed out — a net gain of 3 holders — while 52 added to existing stakes and 54 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $5.97M. The largest seller was CS McKee, cutting an estimated $14.3M.
- 144 institutional investors held Forward Air (FWRD) as of Q4 2013, up from 142 in Q3 2013.
- Funds reported $1.36B of Forward Air stock for Q4 2013, up 5.9% quarter-over-quarter.
- 12 funds opened new Forward Air positions in Q4 2013 and 9 closed out, a net change of +3 holders.
- The largest Forward Air buyer in Q4 2013 was Deutsche Bank, an estimated $5.97M added.
- The largest Forward Air seller in Q4 2013 was CS McKee, an estimated $14.3M sold.
Based on aggregated 13F filings for Q4 2013.