We are live on ! Find out more
FWRD icon

Forward Air
FWRD

172 hedge funds and large institutions have $1.42B invested in Forward Air in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

97.96% more ownership

Funds ownership: 0% → 97.96% (+98%)

10% more capital invested

Capital invested by funds: $1.29B → $1.42B (+$124M)

8% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 62

5% less funds holding

Funds holding: 182 → 172 (-10)

31% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 26

Holders
172
Holders Change
-10
Holders Change %
-5.49%
% of All Funds
4.3%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
18
Increased
67
Reduced
62
Closed
26
Calls
$308K
Puts
–
Net Calls
+$308K
Net Calls Change
+$308K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$13.3M
2
DCM
Daruma Capital Management
New York
+$13.2M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$13.1M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$12.5M
5
Victory Capital Management
Victory Capital Management
Texas
+$8.71M

Top Sellers

1
RP
Riverbridge Partners
Minnesota
-$18.9M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$11.2M
3
Goldman Sachs
Goldman Sachs
New York
-$10M
4
RA
Royce & Associates
New York
-$8.37M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$7.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital Fund Management (CFM)
176
Capital Fund Management (CFM)
France
– -$878K -20,300 Closed
Natixis Advisors
177
Natixis Advisors
Massachusetts
– -$750K -17,338 Closed
GAM
178
Gotham Asset Management
New York
– -$567K -13,099 Closed
DLHL
179
Donald L. Hagan LLC
Florida
– -$541K -12,495 Closed
PP
180
Paloma Partners
Connecticut
– -$528K -12,182 Closed
Arrowstreet Capital
181
Arrowstreet Capital
Massachusetts
– -$515K -11,900 Closed
Tudor Investment Corp
182
Tudor Investment Corp
Connecticut
– -$362K -8,373 Closed
VKH
183
Virtu KCG Holdings
New York
– -$348K -8,033 Closed
SCM
184
Stevens Capital Management
Pennsylvania
– -$336K -7,763 Closed
JG
185
Jefferies Group
New York
– -$293K -6,775 Closed
CCIA
186
Campbell & Co Investment Adviser
Maryland
– -$290K -6,702 Closed
Verition Fund Management
187
Verition Fund Management
Connecticut
– -$284K -6,575 Closed
ACM
188
Argentus Capital Management
Texas
– -$209K -4,838 Closed
CSS
189
Cubist Systematic Strategies
Connecticut
– -$101K -2,336 Closed
PCM
190
Prelude Capital Management
New York
– -$29K -678 Closed
AIM
191
Acrospire Investment Management
Illinois
– -$26K -600 Closed
WA
192
WealthTrust-Arizona
Arizona
– -$9K -207 Closed
CG
193
Cutler Group
California
– -$8K -198 Closed
IUHSA
194
Itau Unibanco Holding S.A.
Brazil
– -$4K -90 Closed
QCG
195
Quadrant Capital Group
Ohio
– -$3K -74 Closed
FNBT
196
FineMark National Bank & Trust
Florida
– -$2K -44 Closed
4 5 6 7
8

FWRD Hedge Fund Activity: Q4 2016 in Review

172 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2016, worth a combined $1.42B — up 9.6% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FWRD and 18 opened new positions — a net loss of 8 holders — while 62 trimmed existing stakes and 67 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $13.3M. The largest seller was Riverbridge Partners, exiting entirely with an estimated $18.9M sold.

  • 172 institutional investors held Forward Air (FWRD) as of Q4 2016, down from 182 in Q3 2016.
  • Funds reported $1.42B of Forward Air stock for Q4 2016, up 9.6% quarter-over-quarter.
  • 18 funds opened new Forward Air positions in Q4 2016 and 26 closed out, a net change of -8 holders.
  • The largest Forward Air buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $13.3M added.
  • The largest Forward Air seller in Q4 2016 was Riverbridge Partners, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2016.