Forward Air
FWRD
169 hedge funds and large institutions have $1.35B invested in Forward Air in 2015 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 69 reducing their positions, and 19 closing their positions.
21% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 19
2% more funds holding
Funds holding: 166 → 169 (+3)
0% more capital invested
Capital invested by funds: $1.35B → $1.35B (+$783K)
14% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 69
28% less call options, than puts
Call options by funds: $249K | Put options by funds: $344K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$13.7M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$8.36M |
| 3 |
CCM
Coe Capital Management
Highland Park,
Illinois
|
+$6.07M |
| 4 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
+$5.35M |
| 5 |
FMA
Fiduciary Management Associates
Chicago,
Illinois
|
+$4.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$15.5M |
| 2 |
RA
Royce & Associates
New York
|
-$12.2M |
| 3 |
SAM
Scopus Asset Management
New York
|
-$10.7M |
| 4 |
JP Morgan Chase
New York
|
-$10.4M |
| 5 |
CCM
Century Capital Management
Boston,
Massachusetts
|
-$9.64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BMCMI
176
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
| – | -$408K | -9,828 | Closed |
|
|
POA
177
Pergamon Offshore Advisors
New York
| – | -$330K | -7,960 | Closed |
|
178
Tudor Investment Corp
Stamford,
Connecticut
| – | -$315K | -7,600 | Closed |
|
179
Marshall Wace
London,
United Kingdom
| – | -$214K | -5,166 | Closed |
|
180
Simplex Trading
Chicago,
Illinois
| – | -$38K | -929 | Closed |
|
|
RWA
181
Ropes Wealth Advisors
Boston,
Massachusetts
| – | -$36K | -865 | Closed |
|
182
Barclays
London,
United Kingdom
| – | -$12K | -292 | Closed |
|
|
RIA
183
Regal Investment Advisors
Kentwood,
Michigan
| – | -$7K | -180 | Closed |
|
|
DSC
184
Duncker Streett & Co
St. Louis,
Missouri
| – | -$5K | -119 | Closed |
|
|
QT
185
Quantbot Technologies
New York
| – | -$3K | -75 | Closed |
|
186
SEI Investments
Oaks,
Pennsylvania
| – | +$134 | +3 | New |
|
|
WAM
187
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | +$314 | +7 | New |
|
FWRD Hedge Fund Activity: Q4 2015 in Review
169 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2015, worth a combined $1.35B — up 0.06% from $1.35B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FWRD positions and 19 closed out — a net gain of 4 holders — while 59 added to existing stakes and 69 trimmed.
The largest buyer was Vulcan Value Partners, adding an estimated $13.7M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $15.5M.
- 169 institutional investors held Forward Air (FWRD) as of Q4 2015, up from 166 in Q3 2015.
- Funds reported $1.35B of Forward Air stock for Q4 2015, up 0.06% quarter-over-quarter.
- 23 funds opened new Forward Air positions in Q4 2015 and 19 closed out, a net change of +4 holders.
- The largest Forward Air buyer in Q4 2015 was Vulcan Value Partners, an estimated $13.7M added.
- The largest Forward Air seller in Q4 2015 was Columbia Wanger Asset Management, an estimated $15.5M sold.
Based on aggregated 13F filings for Q4 2015.