Forward Air
FWRD
158 hedge funds and large institutions have $1.52B invested in Forward Air in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 21 closing their positions.
5% more capital invested
Capital invested by funds: $1.45B → $1.52B (+$70.9M)
3% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 59
5% less funds holding
Funds holding: 166 → 158 (-8)
38% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 21
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$34M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$12.5M |
| 3 |
Bank of New York Mellon
New York
|
+$6.52M |
| 4 |
SAM
Scopus Asset Management
New York
|
+$5.03M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$4.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$7M |
| 2 |
JP Morgan Chase
New York
|
-$5.66M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$4.68M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$4.32M |
| 5 |
Morgan Stanley
New York
|
-$3.79M |
FWRD Hedge Fund Activity: Q2 2014 in Review
158 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q2 2014, worth a combined $1.52B — up 4.9% from $1.45B a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of FWRD and 13 opened new positions — a net loss of 8 holders — while 59 trimmed existing stakes and 61 added.
The largest buyer was Vulcan Value Partners, adding an estimated $34M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $7M.
- 158 institutional investors held Forward Air (FWRD) as of Q2 2014, down from 166 in Q1 2014.
- Funds reported $1.52B of Forward Air stock for Q2 2014, up 4.9% quarter-over-quarter.
- 13 funds opened new Forward Air positions in Q2 2014 and 21 closed out, a net change of -8 holders.
- The largest Forward Air buyer in Q2 2014 was Vulcan Value Partners, an estimated $34M added.
- The largest Forward Air seller in Q2 2014 was Columbia Wanger Asset Management, an estimated $7M sold.
Based on aggregated 13F filings for Q2 2014.