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Forward Air
FWRD

166 hedge funds and large institutions have $1.45B invested in Forward Air in 2014 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 4

15% more funds holding

Funds holding: 144 → 166 (+22)

7% more capital invested

Capital invested by funds: $1.36B → $1.45B (+$92.9M)

8% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 53

Holders
166
Holders Change
+22
Holders Change %
+15.28%
% of All Funds
4.79%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
27
Increased
57
Reduced
53
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$7.28M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$6.57M
3
SCM
SG Capital Management
Illinois
+$5.72M
4
Morgan Stanley
Morgan Stanley
New York
+$4.3M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.67M

Top Sellers

Rank Fund Capital Flow
1
CWAM
Columbia Wanger Asset Management
Illinois
-$15.3M
2
Ameriprise
Ameriprise
Minnesota
-$5.59M
3
Victory Capital Management
Victory Capital Management
Texas
-$3.51M
4
Goldman Sachs
Goldman Sachs
New York
-$2.41M
5
CM
CS McKee
Pennsylvania
-$2.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
151
Tower Research Capital (TRC)
New York
$18K +$17.5K +396 New
WA
152
WealthTrust-Arizona
Arizona
$10K – – –
RIA
153
Regal Investment Advisors
Michigan
$8K +$7.95K +180 New
MFS
154
MSI Financial Services
Massachusetts
$5K – – –
WA
155
Waverly Advisors
Alabama
$5K – – –
LTFS
156
Ladenburg Thalmann Financial Services
Florida
$4K +$2.96K +67 +319%
FMII
157
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
Royal Bank of Canada
158
Royal Bank of Canada
Ontario, Canada
$3K – – –
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$2.4K +$2.3K +52 New
Bessemer Group
160
Bessemer Group
New Jersey
$2K – – –
FNBT
161
FineMark National Bank & Trust
Florida
$2K – – –
WA
162
WFG Advisors
Texas
$2K – – –
GAM
163
Gemmer Asset Management
California
$2K +$1.59K +36 New
BNP Paribas Financial Markets
164
BNP Paribas Financial Markets
France
$1.86K -$15.4K -349 -89%
Manulife (Manufacturers Life Insurance)
165
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.06K -$18.5K -418 -2%
CAW
166
Cornerstone Advisors (Washington)
Washington
$1K +$663 +15 New
SCA
167
SAC Capital Advisors
Connecticut
– -$649K -14,784 Closed
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
– -$346K -7,884 Closed
D.E. Shaw & Co
169
D.E. Shaw & Co
New York
– -$323K -7,358 Closed
PCM
170
Prelude Capital Management
New York
– -$16K -360 Closed
3 4 5 6
7

FWRD Hedge Fund Activity: Q1 2014 in Review

166 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q1 2014, worth a combined $1.45B — up 6.8% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FWRD positions and 4 closed out — a net gain of 23 holders — while 57 added to existing stakes and 53 trimmed.

The largest buyer was Invesco, adding an estimated $7.28M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $15.3M.

  • 166 institutional investors held Forward Air (FWRD) as of Q1 2014, up from 144 in Q4 2013.
  • Funds reported $1.45B of Forward Air stock for Q1 2014, up 6.8% quarter-over-quarter.
  • 27 funds opened new Forward Air positions in Q1 2014 and 4 closed out, a net change of +23 holders.
  • The largest Forward Air buyer in Q1 2014 was Invesco, an estimated $7.28M added.
  • The largest Forward Air seller in Q1 2014 was Columbia Wanger Asset Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2014.