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Forward Air
FWRD

Overview Fund Activity

173 hedge funds and large institutions have $1.66B invested in Forward Air in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 63 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+3
Holders Change %
+1.76%
% of All Funds
4.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
66
Reduced
63
Closed
19
Calls
$451K
Puts
$952K
Net Calls
-$501K
Net Calls Change
-$972K

Top Buyers

1
DCM
1
Daruma Capital Management
New York
$35.1M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$45.3M
3
IP
3
Interval Partners
New York
$15.4M
4
FAM
4
Fred Alger Management
New York
$11M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$9.1M

Top Sellers

1
RHJA
1
Rice Hall James & Associates
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$5.79M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$59.3M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$1.51M
5
RA
5
Royce & Associates
New York
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$105K +$6.61K +126 +7%
BAM
152
Bruderman Asset Management
New York
$82K +$72K +1,370 +721%
Teacher Retirement System of Texas
153
Teacher Retirement System of Texas
Texas
$62K +$13.7K +263 +28%
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$58K -$29K -551 -33%
LIA
155
LS Investment Advisors
Michigan
$54K +$54K +1,025 New
BlackRock
156
BlackRock
New York
$47K -$3.17K -61 -6%
FHA
157
First Horizon Advisors
Tennessee
$39K -$1.92K -37 -5%
Barclays
158
Barclays
United Kingdom
$35K -$276K -5,351 -89%
Citigroup
159
Citigroup
New York
$30K -$147K -2,801 -83%
QCG
160
Quadrant Capital Group
Ohio
$27K +$27K +530 New
JG
161
Jefferies Group
New York
$21K +$21K +402 New
WA
162
WealthTrust-Arizona
Arizona
$11K – – –
RIA
163
Regal Investment Advisors
Michigan
$9K – – –
CF
164
CenterStar Fund
Illinois
$8K – – –
DSC
165
Duncker Streett & Co
Missouri
$6K – – –
MFS
166
MSI Financial Services
Massachusetts
$6K – – –
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$6K – – –
LTFS
168
Ladenburg Thalmann Financial Services
Florida
$5K -$150 -3 -3%
GAM
169
Gemmer Asset Management
California
$2K – – –
FNBT
170
FineMark National Bank & Trust
Florida
$2K – – –
Manulife (Manufacturers Life Insurance)
171
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.02K -$58 -1,116 -5%
UFA
172
US Financial Advisors
Massachusetts
$1K +$1K +15 New
FNBOO
173
First National Bank of Omaha
Nebraska
$654 – – –
RHJA
174
Rice Hall James & Associates
California
– -$23.7M -435,630 Closed
Mackenzie Financial
175
Mackenzie Financial
Ontario, Canada
– -$5.04M -92,900 Closed
4 5 6
7
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