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Forward Air

251 hedge funds and large institutions have $1.76B invested in Forward Air in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 89 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

12% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 89

34% less capital invested

Capital invested by funds: $2.68B → $1.76B (-$921M)

84% less call options, than puts

Call options by funds: $7.82M | Put options by funds: $49.9M

Holders
251
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.82M
Puts
$49.9M
Net Calls
Net Calls Change

Top Buyers

1 +$51.3M
2 +$49.6M
3 +$41.8M
4
Morgan Stanley
Morgan Stanley
New York
+$29.5M
5
Bank of America
Bank of America
North Carolina
+$28.1M

Top Sellers

1 -$107M
2 -$102M
3 -$91.5M
4
Victory Capital Management
Victory Capital Management
Texas
-$46.7M
5
RA
Royce & Associates
New York
-$38.7M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$269K
177
$259K
178
$256K
179
$246K
180
$246K
181
$243K
182
$236K
183
$236K
184
$233K
185
$232K
186
$231K
187
$227K
188
$223K
189
$220K
190
$209K
191
$207K
192
$207K
193
$179K
194
$175K
195
$168K
196
$154K
197
$137K
198
$112K
199
$111K
200
$103K