Forward Air
FWRD
175 hedge funds and large institutions have $1.58B invested in Forward Air in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 56 reducing their positions, and 13 closing their positions.
62% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 13
34% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 56
11% more capital invested
Capital invested by funds: $1.42B → $1.58B (+$159M)
4% more funds holding
Funds holding: 168 → 175 (+7)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.66% less ownership
Funds ownership: 98.68% → 98.02% (-0.66%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $325K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
+$15.5M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$15.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$7.57M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$7.15M |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$3.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Daruma Capital Management
New York
|
-$40.7M |
| 2 |
BlackRock
New York
|
-$5.71M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.27M |
| 4 |
Millennium Management
New York
|
-$4.26M |
| 5 |
Neuberger Berman Group
New York
|
-$3.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Renaissance Technologies
New York
| – | -$2.96M | -62,239 | Closed |
|
|
SCM
177
Silver Capital Management
New York
| – | -$803K | -16,910 | Closed |
|
|
CG
178
Clinton Group
New York
| – | -$604K | -12,700 | Closed |
|
|
SCM
179
Stevens Capital Management
Radnor,
Pennsylvania
| – | -$483K | -10,145 | Closed |
|
|
LA
180
Lucus Advisors
New York
| – | -$288K | -6,064 | Closed |
|
|
JG
181
Jefferies Group
New York
| – | -$240K | -5,042 | Closed |
|
182
Tudor Investment Corp
Stamford,
Connecticut
| – | -$214K | -4,500 | Closed |
|
183
Los Angeles Capital Management
Los Angeles,
California
| – | -$206K | -4,323 | Closed |
|
|
NIT
184
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| – | -$138K | -2,900 | Closed |
|
|
PCM
185
Prelude Capital Management
New York
| – | -$40K | -840 | Closed |
|
|
AA
186
Apriem Advisors
Irvine,
California
| – | -$3K | -69 | Closed |
|
|
FANJ
187
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$2K | -38 | Closed |
|
188
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$2K | -35 | Closed |
|
FWRD Hedge Fund Activity: Q2 2017 in Review
175 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q2 2017, worth a combined $1.58B — up 11% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FWRD positions and 13 closed out — a net gain of 8 holders — while 75 added to existing stakes and 56 trimmed.
The largest buyer was Dalton, Greiner, Hartman, Maher & Co, opening a new position worth an estimated $15.5M. The largest seller was Daruma Capital Management, cutting an estimated $40.7M.
- 175 institutional investors held Forward Air (FWRD) as of Q2 2017, up from 168 in Q1 2017.
- Funds reported $1.58B of Forward Air stock for Q2 2017, up 11% quarter-over-quarter.
- 21 funds opened new Forward Air positions in Q2 2017 and 13 closed out, a net change of +8 holders.
- The largest Forward Air buyer in Q2 2017 was Dalton, Greiner, Hartman, Maher & Co, an estimated $15.5M added.
- The largest Forward Air seller in Q2 2017 was Daruma Capital Management, an estimated $40.7M sold.
Based on aggregated 13F filings for Q2 2017.