FWRD icon

Forward Air
FWRD

Overview Fund Activity

209 hedge funds and large institutions have $1.07B invested in Forward Air in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 65 increasing their positions, 62 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
2.78%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
40
Increased
65
Reduced
62
Closed
36
Calls
$22.4M
Puts
$26.5M
Net Calls
-$4.09M
Net Calls Change
+$14.6M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$15M
2
UBS Group
UBS Group
Switzerland
$14.7M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$11.1M
4
GAM
Goldentree Asset Management
New York
$22.9M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$9.2M

Top Sellers

1
SAM
Scopus Asset Management
New York
$0
2
HRCM
Hawk Ridge Capital Management
California
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.03M
4
Bank of America
Bank of America
North Carolina
$12.5M
5
AA
Ancora Advisors
Ohio
$30.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Tennessee, Department of Treasury
151
State of Tennessee, Department of Treasury
Tennessee
$146K -$6.42K -199 -4%
SA
152
SRH Advisors
Kansas
$142K – – –
ACM
153
Aquatic Capital Management
Illinois
$138K +$138K +4,283 New
Public Employees Retirement Association of Colorado
154
Public Employees Retirement Association of Colorado
Colorado
$128K – – –
MCM
155
MAI Capital Management
Ohio
$126K +$126K +3,904 New
GI
156
GAMMA Investing
California
$116K -$5.61K -174 -5%
QCG
157
Quadrant Capital Group
Ohio
$95.8K – – –
A
158
AlphaQuest
New York
$94.3K +$57.5K +1,782 +156%
AIP
159
Ameritas Investment Partners
Nebraska
$83.9K – – –
SWM
160
Spire Wealth Management
Virginia
$78.5K -$90.3K -2,800 -53%
Ohio Public Employees Retirement System (OPERS)
161
Ohio Public Employees Retirement System (OPERS)
Ohio
$72K +$72K +2,231 New
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$66.3K +$2.16K +67 +3%
Canada Pension Plan Investment Board
163
Canada Pension Plan Investment Board
Ontario, Canada
$64.5K -$1.01M -31,300 -94%
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$64.5K – – –
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$58.9K -$3.77K -117 -6%
US Bancorp
166
US Bancorp
Minnesota
$54.1K -$2.19K -68 -4%
TRCT
167
Tower Research Capital (TRC)
New York
$43.1K -$3.97K -123 -8%
CAS
168
Coppell Advisory Solutions
Texas
$39.9K – – –
BAM
169
Byrne Asset Management
New Jersey
$34.5K +$19K +590 +123%
SCM
170
Sterling Capital Management
North Carolina
$25.9K +$23.1K +715 +813%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$25K -$428 -13 -2%
VCM
172
Versant Capital Management
Arizona
$24.8K +$9.13K +283 +58%
S
173
SignatureFD
Georgia
$21.2K – – –
EA
174
Emerald Advisers
Pennsylvania
$18.9K – – –
AIM
175
Anchor Investment Management
South Carolina
$18.2K -$20.2K -625 -53%
5 6
7
8 9