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Forward Air

246 hedge funds and large institutions have $2.46B invested in Forward Air in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 89 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

1.68% more ownership

Funds ownership: 97.81%99.48% (+1.7%)

7% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 89

0% more funds holding

Funds holding: 246246 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $2.57B → $2.46B (-$109M)

Holders
246
Holders Change
Holders Change %
0%
% of All Funds
4.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
95
Reduced
89
Closed
24
Calls
$634K
Puts
Net Calls
+$634K
Net Calls Change
+$861K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$252K -$1.67K -18 -0.7%
AAS
177
Avantax Advisory Services
Texas
$251K -$1.21K -13 -0.5%
PRC
178
Pearl River Capital
Michigan
$240K +$242K +2,613 New
CGH
179
Crossmark Global Holdings
Texas
$208K -$16.7K -180 -7%
KBC Group
180
KBC Group
Belgium
$208K +$210K +2,267 New
EMG
181
ETF Managers Group
New Jersey
$195K +$200K +2,156 New
AIP
182
Ameritas Investment Partners
Nebraska
$191K
PHK
183
Point72 Hong Kong
Hong Kong
$180K -$5.1K -55 -3%
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$167K +$18.5K +200 +12%
MLICM
185
Metropolitan Life Insurance Company (MetLife)
New York
$154K
HNB
186
Huntington National Bank
Ohio
$124K +$1.95K +21 +2%
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$123K +$3.71K +40 +3%
HIIFS
188
Harel Insurance Investments & Financial Services
Israel
$123K +$40.3K +435 +48%
Fidelity International
189
Fidelity International
Bermuda
$118K -$344K -3,713 -74%
TRCT
190
Tower Research Capital (TRC)
New York
$109K +$74.3K +802 +212%
Toronto Dominion Bank
191
Toronto Dominion Bank
Ontario, Canada
$101K -$686K -7,400 -87%
ACM
192
Aquatic Capital Management
Illinois
$92K +$27.8K +300 +43%
Allspring Global Investments
193
Allspring Global Investments
North Carolina
$91K -$875K -9,444 -90%
SPIA
194
Steward Partners Investment Advisory
New York
$75K +$18.5K +200 +33%
SOW
195
State of Wyoming
Wyoming
$75K +$76K +820 New
FHA
196
First Horizon Advisors
Tennessee
$63K +$63.1K +681 +5,675%
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$58K
Macquarie Group
198
Macquarie Group
Australia
$51K
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$49K +$33.9K +366 +217%
UB
200
UMB Bank
Missouri
$43K

FWRD Hedge Fund Activity: Q2 2022 in Review

246 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q2 2022, worth a combined $2.46B — down 4.2% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FWRD positions and 24 closed out — a net gain of 5 holders — while 95 added to existing stakes and 89 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.4M. The largest seller was Driehaus Capital Management, cutting an estimated $22.1M.

  • 246 institutional investors held Forward Air (FWRD) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $2.46B of Forward Air stock for Q2 2022, down 4.2% quarter-over-quarter.
  • 29 funds opened new Forward Air positions in Q2 2022 and 24 closed out, a net change of +5 holders.
  • The largest Forward Air buyer in Q2 2022 was Morgan Stanley, an estimated $28.4M added.
  • The largest Forward Air seller in Q2 2022 was Driehaus Capital Management, an estimated $22.1M sold.

Based on aggregated 13F filings for Q2 2022.