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Forward Air
FWRD

170 hedge funds and large institutions have $1.7B invested in Forward Air in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $808K | Put options by funds: $337K

45% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 49

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

11% more capital invested

Capital invested by funds: $1.54B → $1.7B (+$165M)

2% more funds holding

Funds holding: 166 → 170 (+4)

Holders
170
Holders Change
+4
Holders Change %
+2.41%
% of All Funds
4.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
71
Reduced
49
Closed
21
Calls
$808K
Puts
$337K
Net Calls
+$471K
Net Calls Change
+$471K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$30.1M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$25.2M
3
CCI
Columbus Circle Investors
+$16.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.7M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$8.25M

Top Sellers

Rank Fund Capital Flow
1
FMI
Fiduciary Management Inc
Wisconsin
-$41.2M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$11M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$10.7M
4
RA
Royce & Associates
New York
-$9.73M
5
VVP
Vulcan Value Partners
Alabama
-$3.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
1GA
176
1st Global Advisors
Texas
– -$635K -12,597 Closed
CAS
177
Cue Advisory Services
Arizona
– -$521K -10,350 Closed
CCM
178
Coe Capital Management
Illinois
– -$504K -10,000 Closed
ARTA
179
A.R.T. Advisors
New York
– -$480K -9,531 Closed
Jacobs Levy Equity Management
180
Jacobs Levy Equity Management
New Jersey
– -$403K -8,001 Closed
SG Americas Securities
181
SG Americas Securities
New York
– -$385K -7,636 Closed
PP
182
Paloma Partners
Connecticut
– -$304K -6,034 Closed
CONA
183
Capital One National Association
New York
– -$230K -4,558 Closed
Credit Agricole
184
Credit Agricole
France
– -$186K -4,000 Closed
Loomis, Sayles & Company
185
Loomis, Sayles & Company
Massachusetts
– -$99K -1,959 Closed
QT
186
Quantbot Technologies
New York
– -$30K -607 Closed
Simplex Trading
187
Simplex Trading
Illinois
– -$20.2K -396 Closed
NPC
188
National Planning Corporation
California
– -$3.06K -66 Closed
Bessemer Group
189
Bessemer Group
New Jersey
– -$2K -45 Closed
WA
190
WFG Advisors
Texas
– -$2K -34 Closed
IWMPD
191
Integrated Wealth Management (Palm Desert)
California
– +$153 +3 New
4 5 6 7
8

FWRD Hedge Fund Activity: Q1 2015 in Review

170 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q1 2015, worth a combined $1.7B — up 11% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FWRD positions and 21 closed out — a net gain of 7 holders — while 71 added to existing stakes and 49 trimmed.

The largest buyer was Invesco, adding an estimated $30.1M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $41.2M sold.

  • 170 institutional investors held Forward Air (FWRD) as of Q1 2015, up from 166 in Q4 2014.
  • Funds reported $1.7B of Forward Air stock for Q1 2015, up 11% quarter-over-quarter.
  • 28 funds opened new Forward Air positions in Q1 2015 and 21 closed out, a net change of +7 holders.
  • The largest Forward Air buyer in Q1 2015 was Invesco, an estimated $30.1M added.
  • The largest Forward Air seller in Q1 2015 was Fiduciary Management Inc, an estimated $41.2M sold.

Based on aggregated 13F filings for Q1 2015.