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Forward Air
FWRD

166 hedge funds and large institutions have $1.54B invested in Forward Air in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

10% more capital invested

Capital invested by funds: $1.4B → $1.54B (+$138M)

2% more funds holding

Funds holding: 163 → 166 (+3)

38% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 73

Holders
166
Holders Change
+3
Holders Change %
+1.84%
% of All Funds
4.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
45
Reduced
73
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FMA
Fiduciary Management Associates
Illinois
+$19.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.93M
3
BFA
BlackRock Fund Advisors
California
+$6.72M
4
Artisan Partners
Artisan Partners
Wisconsin
+$6.55M
5
CAM
Cortina Asset Management
Wisconsin
+$6.04M

Top Sellers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$21.4M
2
Wells Fargo
Wells Fargo
California
-$12.1M
3
RFC
Russell Frank Company
Washington
-$8.5M
4
RRAM
River Road Asset Management
Kentucky
-$6.33M
5
RA
Royce & Associates
New York
-$5.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
QT
151
Quantbot Technologies
New York
$30K +$29.1K +607 New
TRCT
152
Tower Research Capital (TRC)
New York
$21K -$109K -2,263 -84%
Simplex Trading
153
Simplex Trading
Illinois
$20K +$19K +396 New
WA
154
WealthTrust-Arizona
Arizona
$11K -$48 -1 -0.5%
GGPS
155
Gary Goldberg Planning Services
New York
$10K -$6.48K -135 -42%
RIA
156
Regal Investment Advisors
Michigan
$9K – – –
Royal Bank of Canada
157
Royal Bank of Canada
Ontario, Canada
$8K – – –
DSC
158
Duncker Streett & Co
Missouri
$6K – – –
MFS
159
MSI Financial Services
Massachusetts
$5K – – –
LTFS
160
Ladenburg Thalmann Financial Services
Florida
$4K – – –
NPC
161
National Planning Corporation
California
$3.06K +$3.17K +66 New
Bessemer Group
162
Bessemer Group
New Jersey
$2K – – –
FNBT
163
FineMark National Bank & Trust
Florida
$2K – – –
GAM
164
Gemmer Asset Management
California
$2K – – –
WA
165
WFG Advisors
Texas
$2K – – –
Manulife (Manufacturers Life Insurance)
166
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K -$31.3K -652 -3%
NCM
167
Newland Capital Management
New York
– -$2.4M -53,456 Closed
Point72 Asset Management
168
Point72 Asset Management
Connecticut
– -$2.25M -50,200 Closed
GMCM
169
Gruber & McBaine Capital Management
California
– -$2.24M -50,000 Closed
RCAMU
170
Rothschild & Co Asset Management US
Connecticut
– -$2.2M -48,992 Closed
AAM
171
ACK Asset Management
Connecticut
– -$2.02M -45,000 Closed
EAM
172
EverPoint Asset Management
Connecticut
– -$1.79M -40,000 Closed
DCM
173
Dupont Capital Management
Delaware
– -$593K -13,236 Closed
Jane Street
174
Jane Street
New York
– -$310K -6,913 Closed
GAM
175
Gotham Asset Management
New York
– -$266K -5,928 Closed
4 5 6
7
8

FWRD Hedge Fund Activity: Q4 2014 in Review

166 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2014, worth a combined $1.54B — up 9.9% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FWRD positions and 14 closed out — a net gain of 6 holders — while 45 added to existing stakes and 73 trimmed.

The largest buyer was Fiduciary Management Associates, opening a new position worth an estimated $19.2M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $21.4M.

  • 166 institutional investors held Forward Air (FWRD) as of Q4 2014, up from 163 in Q3 2014.
  • Funds reported $1.54B of Forward Air stock for Q4 2014, up 9.9% quarter-over-quarter.
  • 20 funds opened new Forward Air positions in Q4 2014 and 14 closed out, a net change of +6 holders.
  • The largest Forward Air buyer in Q4 2014 was Fiduciary Management Associates, an estimated $19.2M added.
  • The largest Forward Air seller in Q4 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $21.4M sold.

Based on aggregated 13F filings for Q4 2014.