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Forward Air
FWRD

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+13
Holders Change %
+6.1%
% of All Funds
5.19%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
82
Reduced
73
Closed
22
Calls
$1.07M
Puts
$1.78M
Net Calls
-$710K
Net Calls Change
-$452K

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$13.2M
2
Millennium Management
Millennium Management
New York
$19.9M
3
BTW
Boston Trust Walden
Massachusetts
$10.6M
4
Deutsche Bank
Deutsche Bank
Germany
$12.4M
5
Bank of America
Bank of America
North Carolina
$13.4M

Top Sellers

1
SAM
Scopus Asset Management
New York
$0
2
Goldman Sachs
Goldman Sachs
New York
$12.1M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
4
AL
AJO LP
Pennsylvania
$693K
5
RA
Royce & Associates
New York
$52.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIT
201
NumerixS Investment Technologies
British Columbia, Canada
$52K -$41.6K -800 -44%
SIAS
202
Shine Investment Advisory Services
Colorado
$39K -$9.22K -175 -19%
FHA
203
First Horizon Advisors
Tennessee
$39K – – –
VCM
204
Versant Capital Management
Arizona
$35K -$682 -13 -2%
LTFS
205
Ladenburg Thalmann Financial Services
Florida
$28K +$2.16K +40 +8%
ASN
206
Advisory Services Network
Georgia
$24K +$16.3K +314 +214%
APP
207
Avantax Planning Partners
Iowa
$17K +$17K +325 New
PCG
208
Private Capital Group
Connecticut
$12K – – –
SWA
209
Sutton Wealth Advisors
Florida
$11.9K – – –
WDL
210
Well Done LLC
Michigan
$10K +$10K +192 New
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$9K – – –
IA
212
IFP Advisors
Florida
$9K – – –
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$7K +$51 +1 +0.7%
PCM
214
Prelude Capital Management
New York
$6K +$6K +121 New
GAM
215
Gemmer Asset Management
California
$4K – – –
PA
216
Parallel Advisors
California
$2K – – –
TL
217
TrueWealth LLC
Georgia
$2K – – –
MOS
218
MGO One Seven
Ohio
$2K – – –
S
219
SignatureFD
Georgia
$2K +$2K +31 New
WAM
220
Wealthspire Advisors (Maryland)
Maryland
$1K – – –
SWP
221
Stratos Wealth Partners
Ohio
$1K – – –
PFBT
222
Parkside Financial Bank & Trust
Missouri
$1K – – –
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
SFM
224
Signet Financial Management
New Jersey
$1K +$1K +12 New
SAM
225
Scopus Asset Management
New York
– -$24.4M -425,082 Closed
6 7 8
9
10