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Forward Air
FWRD

Overview Fund Activity

225 hedge funds and large institutions have $882M invested in Forward Air in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 94 increasing their positions, 62 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-39
Holders Change %
-14.77%
% of All Funds
3.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
47
Increased
94
Reduced
62
Closed
85
Calls
$12.1M
Puts
$33.2M
Net Calls
-$21.1M
Net Calls Change
+$11.7M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$66.2M
2
CCG
Clearlake Capital Group
California
$33.5M
3
PMG
Private Management Group
California
$31M
4
Invesco
Invesco
Georgia
$25.5M
5
RPM
Ridgemont Partners Management
North Carolina
$21.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$47.1M
2
Norges Bank
Norges Bank
Norway
$0
3
SAM
Silvercrest Asset Management
New York
$407K
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
176
Metropolitan Life Insurance Company (MetLife)
New York
$42.4K -$4.42K -142 -9%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$30.4K -$48.3K -1,552 -61%
UB
178
UMB Bank
Missouri
$26K +$21K +674 +413%
VI
179
Vestcor Inc
New Brunswick, Canada
$24K -$16K -512 -40%
Ohio Public Employees Retirement System (OPERS)
180
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.4K -$1.47M -47,327 -98%
KBC Group
181
KBC Group
Belgium
$22K – – –
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$21.3K -$156 -5 -0.7%
HIIFS
183
Harel Insurance Investments & Financial Services
Israel
$21K +$10.3K +323 +96%
BAM
184
Byrne Asset Management
New Jersey
$20.5K – – –
SOW
185
State of Wyoming
Wyoming
$20K -$17.6K -567 -47%
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$19.6K – – –
IA
187
IFP Advisors
Florida
$18.5K +$18.5K +595 New
RTC
188
Riverview Trust Company
Washington
$18.3K +$18.3K +589 New
EA
189
Emerald Advisers
Pennsylvania
$18.2K -$3.2M -102,806 -99%
Allspring Global Investments
190
Allspring Global Investments
North Carolina
$11.8K -$132K -4,256 -92%
HNB
191
Huntington National Bank
Ohio
$11.7K -$37.5K -1,204 -76%
C
192
Covestor
United Kingdom
$11K +$839 +26 +8%
EWA
193
EverSource Wealth Advisors
Alabama
$9.58K +$8.52K +387 +806%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$9.21K +$5.79K +186 +169%
PPC
195
Park Place Capital
Alabama
$8.62K – – –
NSIM
196
North Star Investment Management
Illinois
$8.09K +$8.09K +260 New
S
197
SignatureFD
Georgia
$7.93K +$5.32K +171 +204%
AAM
198
Advisors Asset Management
Colorado
$7.81K -$31 -1 -0.4%
FIM
199
Fernwood Investment Management
Massachusetts
$5.38K +$5.38K +173 New
SPIA
200
Steward Partners Investment Advisory
New York
$4.7K -$3.8K -122 -45%
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8
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