Forward Air
FWRD
226 hedge funds and large institutions have $1.53B invested in Forward Air in 2018 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 22 closing their positions.
77% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 22
12% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 73
6% more funds holding
Funds holding: 213 → 226 (+13)
0.26% more ownership
Funds ownership: 97.64% → 97.91% (+0.26%)
8% less capital invested
Capital invested by funds: $1.67B → $1.53B (-$139M)
40% less call options, than puts
Call options by funds: $1.07M | Put options by funds: $1.78M
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$13.8M |
| 2 |
Millennium Management
New York
|
+$11.6M |
| 3 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$11.4M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$7.59M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$7.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Scopus Asset Management
New York
|
-$24.4M |
| 2 |
Goldman Sachs
New York
|
-$20.3M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$7.98M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$6.23M |
| 5 |
RA
Royce & Associates
New York
|
-$5M |
FWRD Hedge Fund Activity: Q1 2018 in Review
226 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q1 2018, worth a combined $1.53B — down 8.3% from $1.67B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new FWRD positions and 22 closed out — a net gain of 17 holders — while 82 added to existing stakes and 73 trimmed.
The largest buyer was Acadian Asset Management, adding an estimated $13.8M. The largest seller was Scopus Asset Management, exiting entirely with an estimated $24.4M sold.
- 226 institutional investors held Forward Air (FWRD) as of Q1 2018, up from 213 in Q4 2017.
- Funds reported $1.53B of Forward Air stock for Q1 2018, down 8.3% quarter-over-quarter.
- 39 funds opened new Forward Air positions in Q1 2018 and 22 closed out, a net change of +17 holders.
- The largest Forward Air buyer in Q1 2018 was Acadian Asset Management, an estimated $13.8M added.
- The largest Forward Air seller in Q1 2018 was Scopus Asset Management, an estimated $24.4M sold.
Based on aggregated 13F filings for Q1 2018.