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Forward Air
FWRD

Overview Fund Activity

225 hedge funds and large institutions have $2.06B invested in Forward Air in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 89 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+9
Holders Change %
+4.17%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
29
Increased
89
Reduced
77
Closed
19
Calls
$1.92M
Puts
$2.77M
Net Calls
-$853K
Net Calls Change
+$180K

Top Buyers

1
SAM
Silvercrest Asset Management
New York
+$43M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$23.5M
3
ClearBridge Investments
ClearBridge Investments
New York
+$14.5M
4
Victory Capital Management
Victory Capital Management
Texas
+$13.5M
5
BlackRock
BlackRock
New York
+$9.21M

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$25.7M
2
VVP
Vulcan Value Partners
Alabama
-$25.2M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$11.8M
4
SAM
Scopus Asset Management
New York
-$8.51M
5
WG
Winton Group
United Kingdom
-$8.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
201
Advisory Services Network
Georgia
$31K -$1.78K -25 -5%
BAM
202
Bruderman Asset Management
New York
$23K -$28.2K -396 -55%
IA
203
IFP Advisors
Florida
$22K +$73 +1 +0.3%
AA
204
Ancora Advisors
Ohio
$22K +$22K +300 New
TRCT
205
Tower Research Capital (TRC)
New York
$19K +$19K +268 New
SWA
206
Sutton Wealth Advisors
Florida
$16.2K – – –
DBT
207
Dubuque Bank & Trust
Iowa
$12K -$353K -5,119 -97%
PCG
208
Private Capital Group
Connecticut
$8K – – –
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$7K -$5.9K -80 -46%
GAM
210
Gemmer Asset Management
California
$6K – – –
WAM
211
Wealthspire Advisors (Maryland)
Maryland
$5K +$1.4K +21 +39%
Simplex Trading
212
Simplex Trading
Illinois
$4K +$2.79K +39 +229%
HAM
213
Highstreet Asset Management
Ontario, Canada
$4K +$4K +53 New
RCAG
214
Rehmann Capital Advisory Group
Michigan
$3.53K -$721 -10 -17%
TL
215
TrueWealth LLC
Georgia
$3K – – –
PA
216
Parallel Advisors
California
$3K – – –
S
217
SignatureFD
Georgia
$3K +$886 +13 +42%
JA
218
JOYN Advisors
Georgia
$2K +$148 +2 +8%
SFSIG
219
San Francisco Sentry Investment Group
California
$2K +$2K +25 New
SWP
220
Stratos Wealth Partners
Ohio
$2K +$2K +26 New
PFBT
221
Parkside Financial Bank & Trust
Missouri
$1K – – –
VFA
222
Valeo Financial Advisors
Indiana
$1K +$556 +5 +125%
Federated Hermes
223
Federated Hermes
Pennsylvania
$1K +$1K +20 New
DRZID
224
DePrince Race & Zollo Inc (DRZ)
Florida
– -$25.7M -434,525 Closed
SAM
225
Scopus Asset Management
New York
– -$8.51M -144,038 Closed
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