FWRD icon

Forward Air
FWRD

Overview Fund Activity

213 hedge funds and large institutions have $1.67B invested in Forward Air in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+29
Holders Change %
+15.76%
% of All Funds
4.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
42
Increased
79
Reduced
66
Closed
12
Calls
–
Puts
$258K
Net Calls
-$258K
Net Calls Change
+$1.45M

Top Buyers

1
SAM
1
Scopus Asset Management
New York
$24.4M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$7.98M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.66M
4
AL
4
AJO LP
Pennsylvania
$7.03M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$3.08M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$115M
2
RA
2
Royce & Associates
New York
$61.7M
3
Victory Capital Management
3
Victory Capital Management
Texas
$61.6M
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$12.6M
5
Bank of America
5
Bank of America
North Carolina
$7.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
176
Anchor Investment Management
South Carolina
$151K +$15.8K +275 +12%
FCM
177
Flinton Capital Management
Pennsylvania
$139K +$27.6K +480 +25%
HNB
178
Huntington National Bank
Ohio
$126K -$979 -17 -0.8%
Fuller & Thaler Asset Management
179
Fuller & Thaler Asset Management
California
$109K – – –
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$109K +$4.02K +70 +4%
LIA
181
LS Investment Advisors
Michigan
$108K +$48.4K +840 +81%
II
182
Inspire Investing
Idaho
$104K +$104K +1,814 New
NIT
183
NumerixS Investment Technologies
British Columbia, Canada
$103K +$103K +1,800 New
OWA
184
One Wealth Advisors
California
$97K +$97K +1,689 New
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$91K – – –
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$84K – – –
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
$80K +$21.3K +372 +36%
CA
188
Calton & Associates
Florida
$69K +$69K +1,109 New
SIAS
189
Shine Investment Advisory Services
Colorado
$53K – – –
Royal Bank of Canada
190
Royal Bank of Canada
Ontario, Canada
$45K -$140K -2,440 -76%
FHA
191
First Horizon Advisors
Tennessee
$43K – – –
VCM
192
Versant Capital Management
Arizona
$39K – – –
DCM
193
Delpha Capital Management
New York
$30K +$30K +519 New
LTFS
194
Ladenburg Thalmann Financial Services
Florida
$28K +$9.47K +162 +51%
SWA
195
Sutton Wealth Advisors
Florida
$13K – – –
SEI Investments
196
SEI Investments
Pennsylvania
$11K +$8.71K +152 +380%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$10K +$10K +175 New
IA
198
IFP Advisors
Florida
$9K +$4.72K +86 +110%
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$8K – – –
ASN
200
Advisory Services Network
Georgia
$8K +$8K +147 New
5 6 7
8
9