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Forward Air
FWRD

232 hedge funds and large institutions have $1.8B invested in Forward Air in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 78 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,757% more call options, than puts

Call options by funds: $1.56M | Put options by funds: $84K

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

17% more capital invested

Capital invested by funds: $1.55B → $1.8B (+$256M)

9% more funds holding

Funds holding: 213 → 232 (+19)

7% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 73

0.01% more ownership

Funds ownership: 96.66% → 96.67% (+0.01%)

Holders
232
Holders Change
+19
Holders Change %
+8.92%
% of All Funds
5.02%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
41
Increased
78
Reduced
73
Closed
21
Calls
$1.56M
Puts
$84K
Net Calls
+$1.48M
Net Calls Change
+$2.48M

Top Buyers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
+$13.2M
2
Victory Capital Management
Victory Capital Management
Texas
+$9.62M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$6.42M
4
Goldman Sachs
Goldman Sachs
New York
+$6.38M
5
APG Asset Management
APG Asset Management
Netherlands
+$5.53M

Top Sellers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
-$24M
2
Invesco
Invesco
Georgia
-$18.1M
3
Ameriprise
Ameriprise
Minnesota
-$7.36M
4
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
-$6.71M
5
Morgan Stanley
Morgan Stanley
New York
-$6.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
EP
151
Elkfork Partners
Oregon
$392K – – –
ECM
152
Everence Capital Management
Indiana
$391K +$370K +6,040 New
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$356K +$25.2K +412 +8%
SCM
154
Silvant Capital Management
Georgia
$351K – – –
SSWM
155
Sheets Smith Wealth Management
North Carolina
$341K +$323K +5,274 New
P
156
Pitcairn
Pennsylvania
$340K +$11.1K +182 +4%
JG
157
Jefferies Group
New York
$327K +$309K +5,047 New
HSBC Holdings
158
HSBC Holdings
United Kingdom
$324K +$306K +5,005 New
GHCM
159
Glen Harbor Capital Management
California
$323K – – –
Tudor Investment Corp
160
Tudor Investment Corp
Connecticut
$323K +$306K +4,992 New
DCM
161
Dean Capital Management
Kansas
$315K -$1.47M -23,937 -83%
ZCM
162
Zebra Capital Management
Connecticut
$304K – – –
AB
163
Amalgamated Bank
New York
$302K +$4.78K +78 +2%
CSS
164
Cubist Systematic Strategies
Connecticut
$293K +$277K +4,521 New
WI
165
WBI Investments
New Jersey
$293K +$277K +4,525 New
BC
166
Brinker Capital
Pennsylvania
$263K +$249K +4,065 New
ProShare Advisors
167
ProShare Advisors
Maryland
$257K +$3.18K +52 +1%
MCIM
168
Meadow Creek Investment Management
Georgia
$254K – – –
PP
169
Paloma Partners
Connecticut
$246K +$233K +3,802 New
OSIA
170
O'Shares Investment Advisers
Massachusetts
$226K -$29.4K -481 -12%
MC
171
Menta Capital
California
$223K -$141K -2,300 -40%
PM
172
Parametrica Management
Hong Kong
$220K +$208K +3,394 New
TI
173
Trexquant Investment
Connecticut
$219K +$207K +3,376 New
AG
174
Advisor Group
Arizona
$211K +$13K +212 +7%
SLF
175
Sun Life Financial
Ontario, Canada
$211K +$51.2K +836 +34%
5 6
7
8 9

FWRD Hedge Fund Activity: Q1 2019 in Review

232 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q1 2019, worth a combined $1.8B — up 17% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FWRD positions and 21 closed out — a net gain of 20 holders — while 78 added to existing stakes and 73 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $13.2M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $24M.

  • 232 institutional investors held Forward Air (FWRD) as of Q1 2019, up from 213 in Q4 2018.
  • Funds reported $1.8B of Forward Air stock for Q1 2019, up 17% quarter-over-quarter.
  • 41 funds opened new Forward Air positions in Q1 2019 and 21 closed out, a net change of +20 holders.
  • The largest Forward Air buyer in Q1 2019 was ClearBridge Investments, an estimated $13.2M added.
  • The largest Forward Air seller in Q1 2019 was ArrowMark Colorado Holdings, an estimated $24M sold.

Based on aggregated 13F filings for Q1 2019.