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Forward Air
FWRD

Overview Fund Activity

213 hedge funds and large institutions have $1.55B invested in Forward Air in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 84 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
-12
Holders Change %
-5.33%
% of All Funds
4.75%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
73
Reduced
84
Closed
36
Calls
–
Puts
$1.01M
Net Calls
-$1.01M
Net Calls Change
-$155K

Top Buyers

1
SAM
1
Silvercrest Asset Management
New York
$38.6M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$27.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.24M
4
Bank of America
4
Bank of America
North Carolina
$8.23M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$162M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$57.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$17.2M
3
BIM
3
Bogle Investment Management
Massachusetts
$0
4
Invesco
4
Invesco
Georgia
$32.1M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$3.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWNA
176
Marshall Wace North America
New York
$44K +$44K +809 New
BNP Paribas Financial Markets
177
BNP Paribas Financial Markets
France
$43.1K -$48.3K -880 -53%
OSAM
178
O'Shaughnessy Asset Management
Connecticut
$42K +$42K +774 New
SIAS
179
Shine Investment Advisory Services
Colorado
$41K – – –
FHA
180
First Horizon Advisors
Tennessee
$40K -$18.8K -350 -32%
MOACM
181
Mutual of America Capital Management
New York
$40K +$9.07K +164 +29%
LTFS
182
Ladenburg Thalmann Financial Services
Florida
$34K +$2.54K +47 +8%
VCM
183
Versant Capital Management
Arizona
$32K -$807 -15 -2%
PCG
184
Private Capital Group
Connecticut
$24K +$17.5K +314 +268%
ASN
185
Advisory Services Network
Georgia
$22K -$1.98K -36 -8%
IA
186
IFP Advisors
Florida
$20K +$3.59K +66 +22%
BAM
187
Bruderman Asset Management
New York
$18K +$56 +1 +0.3%
WDL
188
Well Done LLC
Michigan
$18K +$18K +320 New
CC
189
Claybrook Capital
Massachusetts
$18K +$18K +320 New
PRC
190
Pearl River Capital
Michigan
$15K +$15K +268 New
SWA
191
Sutton Wealth Advisors
Florida
$12.4K – – –
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$11K +$5.9K +110 +116%
DBT
193
Dubuque Bank & Trust
Iowa
$10K – – –
LWM
194
Liberty Wealth Management
California
$10K +$10K +198 New
MNBTD
195
Moody National Bank Trust Division
Texas
$7K +$7K +120 New
WCM
196
WealthBridge Capital Management
Ohio
$7K +$7K +128 New
WAM
197
Wealthspire Advisors (Maryland)
Maryland
$6K +$1.55K +26 +35%
AQA
198
Alpha Quant Advisors
Texas
$6K +$6K +103 New
GAM
199
Gemmer Asset Management
California
$4K – – –
CAM
200
Cresset Asset Management
Illinois
$4K +$4K +68 New
6 7
8
9 10