Forward Air
FWRD
168 hedge funds and large institutions have $1.42B invested in Forward Air in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 19 closing their positions.
11% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 19
0.73% more ownership
Funds ownership: 97.96% → 98.68% (+0.73%)
0% more capital invested
Capital invested by funds: $1.42B → $1.42B (+$3.18M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 62
2% less funds holding
Funds holding: 172 → 168 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$184M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.54M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$4.46M |
| 4 |
Millennium Management
New York
|
+$3.93M |
| 5 |
TCM
Tributary Capital Management
Omaha,
Nebraska
|
+$3.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$10.4M |
| 2 |
RA
Royce & Associates
New York
|
-$8.76M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$2.96M |
| 5 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$2.91M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
SG Americas Securities
New York
| – | -$236K | -4,976 | Closed |
|
177
T. Rowe Price Associates
Baltimore,
Maryland
| – | -$231K | -4,880 | Closed |
|
178
Two Sigma Advisers
New York
| – | -$229K | -4,842 | Closed |
|
179
Truist Financial
Charlotte,
North Carolina
| – | -$221K | -4,664 | Closed |
|
|
DADC
180
D.A. Davidson & Co
Great Falls,
Montana
| – | -$191K | -4,048 | Closed |
|
|
AAM
181
Advisors Asset Management
Monument,
Colorado
| – | -$111K | -2,346 | Closed |
|
|
QT
182
Quantbot Technologies
New York
| – | -$76K | -1,620 | Closed |
|
|
AA
183
Ancora Advisors
Cleveland,
Ohio
| – | -$19K | -400 | Closed |
|
|
BAM
184
Bruderman Asset Management
Locust Valley,
New York
| – | -$18K | -386 | Closed |
|
|
TRCT
185
Tower Research Capital (TRC)
New York
| – | -$10K | -210 | Closed |
|
|
IA
186
IFP Advisors
Tampa,
Florida
| – | -$1K | -30 | Closed |
|
FWRD Hedge Fund Activity: Q1 2017 in Review
168 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q1 2017, worth a combined $1.42B — up 0.22% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FWRD positions and 19 closed out — a net gain of 2 holders — while 58 added to existing stakes and 62 trimmed.
The largest buyer was BlackRock, adding an estimated $184M. The largest seller was Goldman Sachs, cutting an estimated $10.4M.
- 168 institutional investors held Forward Air (FWRD) as of Q1 2017, down from 172 in Q4 2016.
- Funds reported $1.42B of Forward Air stock for Q1 2017, up 0.22% quarter-over-quarter.
- 21 funds opened new Forward Air positions in Q1 2017 and 19 closed out, a net change of +2 holders.
- The largest Forward Air buyer in Q1 2017 was BlackRock, an estimated $184M added.
- The largest Forward Air seller in Q1 2017 was Goldman Sachs, an estimated $10.4M sold.
Based on aggregated 13F filings for Q1 2017.