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Forward Air
FWRD

215 hedge funds and large institutions have $2.19B invested in Forward Air in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 93 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 97.32% → 97.41% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less funds holding

Funds holding: 220 → 215 (-5)

8% less capital invested

Capital invested by funds: $2.38B → $2.19B (-$192M)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

32% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 93

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
3.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
63
Reduced
93
Closed
19
Calls
$864K
Puts
–
Net Calls
+$864K
Net Calls Change
+$14.6M

Top Buyers

Rank Fund Capital Flow
1
SSA
Schonfeld Strategic Advisors
New York
+$10.4M
2
Deutsche Bank
Deutsche Bank
Germany
+$8.07M
3
WMSA
Weiss Multi-Strategy Advisers
New York
+$5.09M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$3.51M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.41M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$9.51M
2
Millennium Management
Millennium Management
New York
-$7.69M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.61M
4
Victory Capital Management
Victory Capital Management
Texas
-$5.76M
5
ACM
Atlanta Capital Management
Georgia
-$3.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
176
Ameritas Investment Partners
Nebraska
$173K -$12.3K -141 -6%
HWMA
177
Heritage Wealth Management (Arizona)
Arizona
$132K +$20.9K +239 +18%
S
178
SignatureFD
Georgia
$119K +$120K +1,374 +2,216%
HNB
179
Huntington National Bank
Ohio
$110K +$5.16K +59 +5%
BG
180
Bollard Group
Massachusetts
$100K – – –
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$83K -$3.94K -45 -4%
PHK
182
Point72 Hong Kong
Hong Kong
$75K -$41.4K -474 -34%
HIIFS
183
Harel Insurance Investments & Financial Services
Israel
$73K -$24.3K -278 -24%
Macquarie Group
184
Macquarie Group
Australia
$63K – – –
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$53K -$4.46K -51 -7%
FHA
186
First Horizon Advisors
Tennessee
$48K – – –
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$41K +$1.05K +12 +2%
LWM
188
Liberty Wealth Management
California
$34K +$15.7K +180 +100%
EVM
189
Eaton Vance Management
Massachusetts
$24K -$106K -1,212 -58%
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$23K -$3.58K -41 -13%
PFGIA
191
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$3.67K +42 +20%
MAM
192
Meeder Asset Management
Ohio
$19K -$612 -7 -3%
SWA
193
Sutton Wealth Advisors
Florida
$16.2K – – –
AF
194
Allworth Financial
California
$14K – – –
PA
195
Parallel Advisors
California
$13K -$3.94K -45 -22%
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$13K – – –
Bessemer Group
197
Bessemer Group
New Jersey
$12K – – –
PCG
198
Private Capital Group
Connecticut
$12K – – –
IPW
199
IronBridge Private Wealth
Texas
$11K – – –
PFBT
200
Parkside Financial Bank & Trust
Missouri
$7K -$612 -7 -8%
6 7
8
9 10

FWRD Hedge Fund Activity: Q3 2021 in Review

215 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q3 2021, worth a combined $2.19B — down 8.1% from $2.38B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FWRD and 16 opened new positions — a net loss of 3 holders — while 93 trimmed existing stakes and 63 added.

The largest buyer was Schonfeld Strategic Advisors, opening a new position worth an estimated $10.4M. The largest seller was BlackRock, cutting an estimated $9.51M.

  • 215 institutional investors held Forward Air (FWRD) as of Q3 2021, down from 220 in Q2 2021.
  • Funds reported $2.19B of Forward Air stock for Q3 2021, down 8.1% quarter-over-quarter.
  • 16 funds opened new Forward Air positions in Q3 2021 and 19 closed out, a net change of -3 holders.
  • The largest Forward Air buyer in Q3 2021 was Schonfeld Strategic Advisors, an estimated $10.4M added.
  • The largest Forward Air seller in Q3 2021 was BlackRock, an estimated $9.51M sold.

Based on aggregated 13F filings for Q3 2021.