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Forward Air
FWRD

240 hedge funds and large institutions have $3.19B invested in Forward Air in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 73 increasing their positions, 90 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $2.5M | Put options by funds: $750K

171% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 17

45% more capital invested

Capital invested by funds: $2.19B → $3.19B (+$997M)

12% more funds holding

Funds holding: 215 → 240 (+25)

0.44% more ownership

Funds ownership: 97.41% → 97.84% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

19% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 90

Holders
240
Holders Change
+25
Holders Change %
+11.63%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
46
Increased
73
Reduced
90
Closed
17
Calls
$2.5M
Puts
$750K
Net Calls
+$1.75M
Net Calls Change
+$889K

Top Buyers

1
DCM
Driehaus Capital Management
Illinois
+$33M
2
SAM
Silvercrest Asset Management
New York
+$31.5M
3
RA
Royce & Associates
New York
+$21.7M
4
UBS AM
UBS AM
Illinois
+$15M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$6.97M

Top Sellers

1
AA
Ancora Advisors
Ohio
-$39.8M
2
SAM
Scopus Asset Management
New York
-$22.2M
3
Victory Capital Management
Victory Capital Management
Texas
-$14.1M
4
SSA
Schonfeld Strategic Advisors
New York
-$9.9M
5
Deutsche Bank
Deutsche Bank
Germany
-$9.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
KeyBank National Association
151
KeyBank National Association
Ohio
$661K -$145K -1,415 -21%
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$635K +$84.2K +823 +19%
P
153
Pitcairn
Pennsylvania
$634K -$15K -147 -3%
American Century Companies
154
American Century Companies
Missouri
$629K +$58K +567 +12%
Toronto Dominion Bank
155
Toronto Dominion Bank
Ontario, Canada
$618K +$522K +5,100 New
JC
156
JB Capital
Connecticut
$614K +$135K +1,318 +35%
US Bancorp
157
US Bancorp
Minnesota
$589K -$40.4K -395 -8%
ECM
158
Everence Capital Management
Indiana
$559K – – –
DTL
159
Dynamic Technology Lab
Singapore
$521K +$440K +4,301 New
PI
160
PEAK6 Investments
Illinois
$518K +$438K +4,277 New
Lido Advisors
161
Lido Advisors
California
$490K +$127K +1,240 +44%
LSA
162
L & S Advisors
California
$484K +$409K +4,000 New
CIM
163
CIM Investment Management
Pennsylvania
$462K – – –
AAS
164
Avantax Advisory Services
Texas
$450K -$20.2K -197 -5%
MOACM
165
Mutual of America Capital Management
New York
$446K +$7.16K +70 +2%
AQR Capital Management
166
AQR Capital Management
Connecticut
$438K +$716 +7 +0.2%
ECM
167
ExodusPoint Capital Management
New York
$433K +$366K +3,573 New
WG
168
Winton Group
United Kingdom
$415K +$351K +3,428 New
RCM
169
Radnor Capital Management
Pennsylvania
$401K +$339K +3,310 New
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$396K +$51.6K +504 +18%
Osaic Holdings
171
Osaic Holdings
Arizona
$363K -$17.9K -175 -6%
PFO
172
Pathstone Family Office
New Jersey
$363K – – –
WB
173
WesBanco Bank
West Virginia
$363K – – –
FI
174
Fractal Investments
Connecticut
$363K +$307K +3,001 New
CCP
175
Clifford Capital Partners
Utah
$338K -$278K -2,720 -49%
5 6
7
8 9

FWRD Hedge Fund Activity: Q4 2021 in Review

240 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2021, worth a combined $3.19B — up 45% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FWRD positions and 17 closed out — a net gain of 29 holders — while 73 added to existing stakes and 90 trimmed.

The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $33M. The largest seller was Ancora Advisors, cutting an estimated $39.8M.

  • 240 institutional investors held Forward Air (FWRD) as of Q4 2021, up from 215 in Q3 2021.
  • Funds reported $3.19B of Forward Air stock for Q4 2021, up 45% quarter-over-quarter.
  • 46 funds opened new Forward Air positions in Q4 2021 and 17 closed out, a net change of +29 holders.
  • The largest Forward Air buyer in Q4 2021 was Driehaus Capital Management, an estimated $33M added.
  • The largest Forward Air seller in Q4 2021 was Ancora Advisors, an estimated $39.8M sold.

Based on aggregated 13F filings for Q4 2021.