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Forward Air
FWRD

206 hedge funds and large institutions have $2.37B invested in Forward Air in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

15% more capital invested

Capital invested by funds: $2.07B → $2.37B (+$301M)

4% more funds holding

Funds holding: 199 → 206 (+7)

0.92% less ownership

Funds ownership: 98.11% → 97.19% (-0.92%)

32% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 85

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
206
Holders Change
+7
Holders Change %
+3.52%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
28
Increased
58
Reduced
85
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$32.9M
2
AA
Ancora Advisors
Ohio
+$20.6M
3
JP Morgan Chase
JP Morgan Chase
New York
+$10M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$8.3M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.71M

Top Sellers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
-$38.6M
2
SAM
Silvercrest Asset Management
New York
-$9.45M
3
BTW
Boston Trust Walden
Massachusetts
-$9M
4
Norges Bank
Norges Bank
Norway
-$7.75M
5
Victory Capital Management
Victory Capital Management
Texas
-$7.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
151
American Century Companies
Missouri
$302K +$285K +3,402 New
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$301K -$670 -8 -0.2%
Voloridge Investment Management
153
Voloridge Investment Management
Florida
$296K +$279K +3,334 New
SEI Investments
154
SEI Investments
Pennsylvania
$293K – – –
SS
155
Simplicity Solutions
Minnesota
$291K -$18.4K -220 -6%
Two Sigma Investments
156
Two Sigma Investments
New York
$288K +$271K +3,239 New
WB
157
WesBanco Bank
West Virginia
$284K +$268K +3,200 New
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$279K – – –
Teacher Retirement System of Texas
159
Teacher Retirement System of Texas
Texas
$278K +$262K +3,132 New
Osaic Holdings
160
Osaic Holdings
Arizona
$262K -$13.4K -160 -5%
PA
161
Profund Advisors
Maryland
$258K -$26.6K -318 -10%
GT
162
Glenmede Trust
Pennsylvania
$241K -$80.8K -965 -26%
GC
163
Guggenheim Capital
Illinois
$215K -$190K -2,270 -48%
TRCT
164
Tower Research Capital (TRC)
New York
$205K +$130K +1,549 +203%
AIM
165
Anchor Investment Management
South Carolina
$204K – – –
VRS
166
Virginia Retirement Systems
Virginia
$204K +$193K +2,300 New
AIP
167
Ameritas Investment Partners
Nebraska
$198K -$12.1K -145 -6%
HNB
168
Huntington National Bank
Ohio
$113K – – –
BG
169
Bollard Group
Massachusetts
$107K – – –
Royal Bank of Canada
170
Royal Bank of Canada
Ontario, Canada
$106K -$822K -9,822 -89%
HWMA
171
Heritage Wealth Management (Arizona)
Arizona
$72K +$68.1K +813 New
Macquarie Group
172
Macquarie Group
Australia
$68K -$24.1K -288 -27%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$56K – – –
FHA
174
First Horizon Advisors
Tennessee
$52K – – –
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$45K +$37K +442 +737%
5 6
7
8 9

FWRD Hedge Fund Activity: Q1 2021 in Review

206 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q1 2021, worth a combined $2.37B — up 15% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FWRD positions and 18 closed out — a net gain of 10 holders — while 58 added to existing stakes and 85 trimmed.

The largest buyer was Cardinal Capital Management LLC (Connecticut), opening a new position worth an estimated $32.9M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $38.6M.

  • 206 institutional investors held Forward Air (FWRD) as of Q1 2021, up from 199 in Q4 2020.
  • Funds reported $2.37B of Forward Air stock for Q1 2021, up 15% quarter-over-quarter.
  • 28 funds opened new Forward Air positions in Q1 2021 and 18 closed out, a net change of +10 holders.
  • The largest Forward Air buyer in Q1 2021 was Cardinal Capital Management LLC (Connecticut), an estimated $32.9M added.
  • The largest Forward Air seller in Q1 2021 was ArrowMark Colorado Holdings, an estimated $38.6M sold.

Based on aggregated 13F filings for Q1 2021.