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Forward Air
FWRD

Overview Fund Activity

213 hedge funds and large institutions have $1.67B invested in Forward Air in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 66 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+29
Holders Change %
+15.76%
% of All Funds
4.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
42
Increased
79
Reduced
66
Closed
12
Calls
–
Puts
$258K
Net Calls
-$258K
Net Calls Change
+$1.45M

Top Buyers

1
SAM
1
Scopus Asset Management
New York
$24.4M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$7.98M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.66M
4
AL
4
AJO LP
Pennsylvania
$7.03M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$3.08M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$115M
2
RA
2
Royce & Associates
New York
$61.7M
3
Victory Capital Management
3
Victory Capital Management
Texas
$61.6M
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$12.6M
5
Bank of America
5
Bank of America
North Carolina
$7.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
201
Gemmer Asset Management
California
$4K – – –
PA
202
Parallel Advisors
California
$3K – – –
TL
203
TrueWealth LLC
Georgia
$3K +$3K +45 New
BBHC
204
Brown Brothers Harriman & Co
New York
$3K +$3K +50 New
MOS
205
MGO One Seven
Ohio
$2K +$2K +38 New
FMA
206
FNY Managed Accounts
New York
$1K -$3K -72 -75%
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$1K -$577 -15 -37%
PFBT
208
Parkside Financial Bank & Trust
Missouri
$1K – – –
WAM
209
Wealthspire Advisors (Maryland)
Maryland
$1K +$550 +11 +122%
AssetMark Inc
210
AssetMark Inc
California
$1K +$1K +23 New
SWP
211
Stratos Wealth Partners
Ohio
$1K +$1K +25 New
Walleye Trading
212
Walleye Trading
New York
$46 +$46 +800 New
PCG
213
Private Capital Group
Connecticut
$13 +$13 +219 New
Two Sigma Investments
214
Two Sigma Investments
New York
– -$1.22M -21,313 Closed
NFA
215
Nationwide Fund Advisors
Ohio
– -$997K -17,418 Closed
RQS
216
Ramsey Quantitative Systems
Kentucky
– -$340K -5,936 Closed
N
217
Natixis
France
– -$253K -4,415 Closed
TRCT
218
Tower Research Capital (TRC)
New York
– -$248K -4,325 Closed
SCM
219
Stevens Capital Management
Pennsylvania
– -$239K -4,179 Closed
CSS
220
Cubist Systematic Strategies
Connecticut
– -$205K -3,574 Closed
ZB
221
Zions Bancorporation
Utah
– -$59K -1,032 Closed
PCM
222
Prelude Capital Management
New York
– -$11K -200 Closed
WWM
223
Willingdon Wealth Management
North Carolina
– -$8K -135 Closed
OAM
224
Oppenheimer Asset Management
New York
– -$1K -20 Closed
PHK
225
Point72 Hong Kong
Hong Kong
– -$1K -9 Closed
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