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Forward Air
FWRD

158 hedge funds and large institutions have $1.52B invested in Forward Air in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $1.45B → $1.52B (+$70.9M)

3% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 59

5% less funds holding

Funds holding: 166 → 158 (-8)

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
158
Holders Change
-8
Holders Change %
-4.82%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
13
Increased
61
Reduced
59
Closed
21
Calls
$68K
Puts
–
Net Calls
+$68K
Net Calls Change
+$68K

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
+$34M
2
Norges Bank
Norges Bank
Norway
+$12.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$6.52M
4
SAM
Scopus Asset Management
New York
+$5.03M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$4.09M

Top Sellers

1
CWAM
Columbia Wanger Asset Management
Illinois
-$7M
2
JP Morgan Chase
JP Morgan Chase
New York
-$5.66M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$4.68M
4
Northern Trust
Northern Trust
Illinois
-$4.32M
5
Morgan Stanley
Morgan Stanley
New York
-$3.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
151
Ladenburg Thalmann Financial Services
Florida
$4K – – –
Creative Planning
152
Creative Planning
Kansas
$4K +$3.86K +86 New
Royal Bank of Canada
153
Royal Bank of Canada
Ontario, Canada
$2K -$359 -8 -13%
Bessemer Group
154
Bessemer Group
New Jersey
$2K – – –
FNBT
155
FineMark National Bank & Trust
Florida
$2K – – –
GAM
156
Gemmer Asset Management
California
$2K – – –
WA
157
WFG Advisors
Texas
$2K – – –
CAW
158
Cornerstone Advisors (Washington)
Washington
$1K – – –
HCM
159
Highbridge Capital Management
New York
– -$2.9M -62,927 Closed
CCM
160
Coe Capital Management
Illinois
– -$2.83M -61,362 Closed
CCP
161
Clarkston Capital Partners
Michigan
– -$2.78M -60,205 Closed
TC
162
TFS Capital
Pennsylvania
– -$1.09M -23,755 Closed
Two Sigma Investments
163
Two Sigma Investments
New York
– -$1.09M -23,597 Closed
HAMF
164
Hatteras Alternative Mutual Funds
North Carolina
– -$948K -20,549 Closed
Millennium Management
165
Millennium Management
New York
– -$728K -15,785 Closed
NCCM
166
Nine Chapters Capital Management
New Jersey
– -$687K -14,900 Closed
BMCMI
167
Bryn Mawr Capital Management Inc
Pennsylvania
– -$646K -14,013 Closed
SCM
168
Stevens Capital Management
Pennsylvania
– -$402K -8,710 Closed
ARC
169
Absolute Return Capital
Massachusetts
– -$379K -8,218 Closed
ARTA
170
A.R.T. Advisors
New York
– -$366K -7,945 Closed
Capital Fund Management (CFM)
171
Capital Fund Management (CFM)
France
– -$241K -5,226 Closed
ECM
172
ETrade Capital Management
Virginia
– -$142K -3,082 Closed
PAM
173
Panagora Asset Management
Massachusetts
– -$141K -3,069 Closed
SG Americas Securities
174
SG Americas Securities
New York
– -$131K -2,834 Closed
QT
175
Quantbot Technologies
New York
– -$36K -800 Closed
4 5 6
7
8

FWRD Hedge Fund Activity: Q2 2014 in Review

158 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q2 2014, worth a combined $1.52B — up 4.9% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of FWRD and 13 opened new positions — a net loss of 8 holders — while 59 trimmed existing stakes and 61 added.

The largest buyer was Vulcan Value Partners, adding an estimated $34M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $7M.

  • 158 institutional investors held Forward Air (FWRD) as of Q2 2014, down from 166 in Q1 2014.
  • Funds reported $1.52B of Forward Air stock for Q2 2014, up 4.9% quarter-over-quarter.
  • 13 funds opened new Forward Air positions in Q2 2014 and 21 closed out, a net change of -8 holders.
  • The largest Forward Air buyer in Q2 2014 was Vulcan Value Partners, an estimated $34M added.
  • The largest Forward Air seller in Q2 2014 was Columbia Wanger Asset Management, an estimated $7M sold.

Based on aggregated 13F filings for Q2 2014.