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Forward Air
FWRD

213 hedge funds and large institutions have $1.67B invested in Forward Air in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 12

20% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 66

16% more funds holding

Funds holding: 184 → 213 (+29)

1.67% more ownership

Funds ownership: 95.98% → 97.64% (+1.7%)

1% more capital invested

Capital invested by funds: $1.66B → $1.67B (+$11.1M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $258K

Holders
213
Holders Change
+29
Holders Change %
+15.76%
% of All Funds
4.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
42
Increased
79
Reduced
66
Closed
12
Calls
–
Puts
$258K
Net Calls
-$258K
Net Calls Change
+$1.45M

Top Buyers

Rank Fund Capital Flow
1
SAM
Scopus Asset Management
New York
+$24.3M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$7.95M
3
Morgan Stanley
Morgan Stanley
New York
+$3.79M
4
AL
AJO LP
Pennsylvania
+$3.71M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$3.06M

Top Sellers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
-$17.9M
2
RA
Royce & Associates
New York
-$13.8M
3
Victory Capital Management
Victory Capital Management
Texas
-$10.4M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$9.42M
5
Bank of America
Bank of America
North Carolina
-$5.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
DBT
151
Dubuque Bank & Trust
Iowa
$330K +$1.83K +32 +0.6%
GCP
152
GSA Capital Partners
United Kingdom
$314K -$224K -3,912 -42%
Holocene Advisors
153
Holocene Advisors
New York
$305K +$303K +5,302 New
ProShare Advisors
154
ProShare Advisors
Maryland
$304K +$303K +5,297 New
Two Sigma Advisers
155
Two Sigma Advisers
New York
$295K -$292K -5,100 -50%
EP
156
Elkfork Partners
Oregon
$295K +$58.3K +1,020 +25%
OCG
157
Opus Capital Group
Ohio
$289K +$32.7K +572 +13%
PA
158
Profund Advisors
Maryland
$267K +$19.1K +334 +8%
MAM
159
Meeder Asset Management
Ohio
$265K +$70.2K +1,228 +36%
Parallax Volatility Advisers
160
Parallax Volatility Advisers
California
$263K +$262K +4,578 New
XK
161
Xact Kapitalforvaltning
Sweden
$261K +$260K +4,537 New
AB
162
Amalgamated Bank
New York
$248K +$10.9K +190 +5%
GHCM
163
Glen Harbor Capital Management
California
$243K +$48K +840 +25%
Verition Fund Management
164
Verition Fund Management
Connecticut
$238K +$237K +4,135 New
GT
165
Glenmede Trust
Pennsylvania
$221K – – –
ECM
166
Everence Capital Management
Indiana
$218K +$217K +3,800 New
SAM
167
Sawgrass Asset Management
Florida
$215K +$214K +3,735 New
FMT
168
First Mercantile Trust
Tennessee
$209K -$75.5K -1,320 -27%
Truist Financial
169
Truist Financial
North Carolina
$209K – – –
US Bancorp
170
US Bancorp
Minnesota
$202K +$26.5K +463 +15%
PM
171
Parametrica Management
Hong Kong
$201K -$189K -3,306 -49%
MCIM
172
Meadow Creek Investment Management
Georgia
$191K +$37.8K +660 +25%
RCM
173
Riverhead Capital Management
Delaware
$160K +$28.6K +500 +22%
AIP
174
Ameritas Investment Partners
Nebraska
$151K – – –
AG
175
Advisor Group
Arizona
$151K +$87.3K +1,526 +139%
5 6
7
8 9

FWRD Hedge Fund Activity: Q4 2017 in Review

213 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2017, worth a combined $1.67B — up 0.67% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FWRD positions and 12 closed out — a net gain of 30 holders — while 79 added to existing stakes and 66 trimmed.

The largest buyer was Scopus Asset Management, opening a new position worth an estimated $24.3M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $17.9M.

  • 213 institutional investors held Forward Air (FWRD) as of Q4 2017, up from 184 in Q3 2017.
  • Funds reported $1.67B of Forward Air stock for Q4 2017, up 0.67% quarter-over-quarter.
  • 42 funds opened new Forward Air positions in Q4 2017 and 12 closed out, a net change of +30 holders.
  • The largest Forward Air buyer in Q4 2017 was Scopus Asset Management, an estimated $24.3M added.
  • The largest Forward Air seller in Q4 2017 was ArrowMark Colorado Holdings, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2017.