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Forward Air
FWRD

Overview Fund Activity

191 hedge funds and large institutions have $636M invested in Forward Air in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 75 increasing their positions, 58 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-34
Holders Change %
-15.11%
% of All Funds
2.78%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
42
Increased
75
Reduced
58
Closed
75
Calls
$6.92M
Puts
$14.8M
Net Calls
-$7.9M
Net Calls Change
+$13.2M

Top Buyers

1
CCG
1
Clearlake Capital Group
California
$72.8M
2
LC
2
Littlejohn & Co
Connecticut
$42.6M
3
RPM
3
Ridgemont Partners Management
North Carolina
$36.4M
4
ICM
4
Irenic Capital Management
New York
$20.3M
5
AA
5
Ancora Advisors
Ohio
$18.3M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$47.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$16M
4
Man Group
4
Man Group
United Kingdom
$0
5
Invesco
5
Invesco
Georgia
$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
151
Vestcor Inc
New Brunswick, Canada
$15K – – –
S
152
SignatureFD
Georgia
$14.5K +$9.6K +504 +198%
QL
153
Quarry LP
New York
$14.2K +$14.2K +746 New
CFM
154
Catalyst Funds Management
Australia
$13.3K +$13.3K +700 New
BAM
155
Byrne Asset Management
New Jersey
$13.1K +$13.1K +660 New
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
EA
157
Emerald Advisers
Pennsylvania
$11.1K – – –
HIIFS
158
Harel Insurance Investments & Financial Services
Israel
$9K -$3.78K -195 -30%
GWM
159
Geneos Wealth Management
Colorado
$7.24K +$7.24K +380 New
SSG
160
Summit Securities Group
New York
$7K +$7K +352 New
VCM
161
Versant Capital Management
Arizona
$6.85K +$4.25K +223 +163%
EWA
162
EverSource Wealth Advisors
Alabama
$6.65K -$4.39K -173 -40%
NSIM
163
North Star Investment Management
Illinois
$6.28K +$1.33K +70 +27%
SAM
164
Smartleaf Asset Management
Massachusetts
$6.06K +$6.06K +305 New
Allspring Global Investments
165
Allspring Global Investments
North Carolina
$5.35K -$1.87K -98 -26%
PPC
166
Park Place Capital
Alabama
$5.27K – – –
AAM
167
Advisors Asset Management
Colorado
$4.76K -$19 -1 -0.4%
Bessemer Group
168
Bessemer Group
New Jersey
$3K – – –
SPIA
169
Steward Partners Investment Advisory
New York
$2.88K – – –
BTI
170
Blue Trust Inc
Georgia
$2.58K +$2.58K +83 New
AF
171
Allworth Financial
California
$2.43K -$1.14K -45 -32%
Barrow, Hanley, Mewhinney & Strauss
172
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.06K +$2.06K +108 New
CIBC Private Wealth Group
173
CIBC Private Wealth Group
Georgia
$2.03K -$174 -9 -8%
ATPW
174
Ashton Thomas Private Wealth
Arizona
$1.96K +$1.96K +103 New
PHK
175
Point72 Hong Kong
Hong Kong
$1.9K +$1.9K +100 New
5 6
7
8 9