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Forward Air
FWRD

184 hedge funds and large institutions have $1.66B invested in Forward Air in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

67% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 49

5% more funds holding

Funds holding: 175 → 184 (+9)

5% more capital invested

Capital invested by funds: $1.58B → $1.66B (+$79.5M)

2.05% less ownership

Funds ownership: 98.02% → 95.98% (-2%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.71M

Holders
184
Holders Change
+9
Holders Change %
+5.14%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
24
Increased
82
Reduced
49
Closed
12
Calls
–
Puts
$1.71M
Net Calls
-$1.71M
Net Calls Change
-$1.38M

Top Buyers

1
ACH
ArrowMark Colorado Holdings
Colorado
+$12.9M
2
CI
Cambiar Investors
Colorado
+$7.77M
3
Victory Capital Management
Victory Capital Management
Texas
+$7.36M
4
Millennium Management
Millennium Management
New York
+$6.95M
5
BlackRock
BlackRock
New York
+$5.81M

Top Sellers

1
Invesco
Invesco
Georgia
-$54.9M
2
VVP
Vulcan Value Partners
Alabama
-$35.4M
3
DCM
Daruma Capital Management
New York
-$13.8M
4
VFA
Virtus Fund Advisers
Connecticut
-$7.27M
5
RA
Royce & Associates
New York
-$3.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
176
Gemmer Asset Management
California
$4K – – –
IA
177
IFP Advisors
Florida
$4K +$4.12K +78 New
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
PA
179
Parallel Advisors
California
$2K – – –
SEI Investments
180
SEI Investments
Pennsylvania
$2K +$53 +1 +3%
OAM
181
Oppenheimer Asset Management
New York
$1K – – –
PFBT
182
Parkside Financial Bank & Trust
Missouri
$1K – – –
PHK
183
Point72 Hong Kong
Hong Kong
$1K +$475 +9 New
WAM
184
Wealthspire Advisors (Maryland)
Maryland
$1K +$475 +9 New
DCM
185
Daruma Capital Management
New York
– -$13.8M -258,442 Closed
Credit Agricole
186
Credit Agricole
France
– -$1.03M -19,269 Closed
DTL
187
Dynamic Technology Lab
Singapore
– -$452K -8,476 Closed
ARTA
188
A.R.T. Advisors
New York
– -$293K -5,500 Closed
BCM
189
BlueCrest Capital Management
Jersey
– -$293K -5,498 Closed
TI
190
Turner Investments
Pennsylvania
– -$266K -5,000 Closed
Susquehanna International Group
191
Susquehanna International Group
Pennsylvania
– -$257K -4,870 Closed
QT
192
Quantbot Technologies
New York
– -$117K -2,200 Closed
IR
193
Invictus RG
Bermuda
– -$103K -1,926 Closed
AIM
194
Acrospire Investment Management
Illinois
– -$96K -1,800 Closed
BAM
195
Bruderman Asset Management
New York
– -$65K -1,217 Closed
CG
196
Cutler Group
California
– -$42K -800 Closed
4 5 6 7
8

FWRD Hedge Fund Activity: Q3 2017 in Review

184 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q3 2017, worth a combined $1.66B — up 5% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FWRD positions and 12 closed out — a net gain of 12 holders — while 82 added to existing stakes and 49 trimmed.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $12.9M. The largest seller was Invesco, cutting an estimated $54.9M.

  • 184 institutional investors held Forward Air (FWRD) as of Q3 2017, up from 175 in Q2 2017.
  • Funds reported $1.66B of Forward Air stock for Q3 2017, up 5% quarter-over-quarter.
  • 24 funds opened new Forward Air positions in Q3 2017 and 12 closed out, a net change of +12 holders.
  • The largest Forward Air buyer in Q3 2017 was ArrowMark Colorado Holdings, an estimated $12.9M added.
  • The largest Forward Air seller in Q3 2017 was Invesco, an estimated $54.9M sold.

Based on aggregated 13F filings for Q3 2017.