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Forward Air
FWRD

Overview Fund Activity

245 hedge funds and large institutions have $2.68B invested in Forward Air in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 114 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-12
Holders Change %
-4.67%
% of All Funds
3.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
72
Reduced
114
Closed
34
Calls
$9.53M
Puts
$16.4M
Net Calls
-$6.89M
Net Calls Change
-$6.74M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$168M
2
RRAM
2
River Road Asset Management
Kentucky
$43.4M
3
SAM
3
Scopus Asset Management
New York
$7.91M
4
UBS Group
4
UBS Group
Switzerland
$7.97M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$13.5M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$102M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
CCMLC
3
Cardinal Capital Management LLC (Connecticut)
Connecticut
$0
4
Ameriprise
4
Ameriprise
Minnesota
$66.6M
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
151
Russell Investments Group
United Kingdom
$407K – – –
NYLIM
152
New York Life Investment Management
New York
$406K -$71.9K -678 -15%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$398K – – –
HWAM
154
Hennion & Walsh Asset Management
New Jersey
$393K -$20.1K -190 -5%
MPM
155
Meritage Portfolio Management
Kansas
$390K +$63K +594 +19%
CIM
156
CIM Investment Management
Pennsylvania
$376K – – –
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$374K -$120K -1,115 -24%
SAG
158
SageView Advisory Group
California
$368K +$20.3K +191 +6%
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$367K +$3.6K +34 +1%
Amundi
160
Amundi
France
$359K -$33.9K -320 -9%
ECM
161
ExodusPoint Capital Management
New York
$357K +$357K +3,362 New
HIIFS
162
Harel Insurance Investments & Financial Services
Israel
$345K -$3.44K -32 -1%
VPIM
163
Vanguard Personalized Indexing Management
California
$327K -$31.5K -297 -9%
II
164
Inspire Investing
Idaho
$319K +$44K +415 +16%
CG
165
Caprock Group
Idaho
$304K – – –
PRC
166
Pearl River Capital
Michigan
$300K -$152K -1,431 -34%
KeyBank National Association
167
KeyBank National Association
Ohio
$300K -$39.8K -375 -12%
PAMS
168
Pictet Asset Management (Switzerland)
Switzerland
$299K -$54K -509 -15%
WG
169
Winton Group
United Kingdom
$290K -$685K -6,456 -70%
Man Group
170
Man Group
United Kingdom
$283K +$283K +2,668 New
Mariner
171
Mariner
Kansas
$269K -$17.2K -162 -6%
Stifel Financial
172
Stifel Financial
Missouri
$269K +$1.8K +17 +0.7%
OSAM
173
O'Shaughnessy Asset Management
Connecticut
$259K -$61.8K -582 -19%
GC
174
Guggenheim Capital
Illinois
$258K +$17.1K +161 +7%
Osaic Holdings
175
Osaic Holdings
Arizona
$256K -$22.6K -213 -8%
5 6
7
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