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Forward Air
FWRD

206 hedge funds and large institutions have $2.37B invested in Forward Air in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

15% more capital invested

Capital invested by funds: $2.07B → $2.37B (+$301M)

4% more funds holding

Funds holding: 199 → 206 (+7)

0.92% less ownership

Funds ownership: 98.11% → 97.19% (-0.92%)

32% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 85

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
206
Holders Change
+7
Holders Change %
+3.52%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
28
Increased
58
Reduced
85
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$32.9M
2
AA
Ancora Advisors
Ohio
+$20.6M
3
JP Morgan Chase
JP Morgan Chase
New York
+$10M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$8.3M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.71M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
-$38.6M
2
SAM
Silvercrest Asset Management
New York
-$9.45M
3
BTW
Boston Trust Walden
Massachusetts
-$9M
4
Norges Bank
Norges Bank
Norway
-$7.75M
5
Victory Capital Management
Victory Capital Management
Texas
-$7.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
201
Berman Capital Advisors
Georgia
$2K +$502 +6 +25%
AIG
202
American International Group
New York
$1.62K -$17.2K -206 -1%
FPS
203
Fieldpoint Private Securities
Connecticut
$1K – – –
LC
204
Lindbrook Capital
California
$1K – – –
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$229 – – –
Acadian Asset Management
206
Acadian Asset Management
Massachusetts
– -$1.31M -17,001 Closed
Capital Fund Management (CFM)
207
Capital Fund Management (CFM)
France
– -$859K -11,182 Closed
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
– -$629K -8,189 Closed
Holocene Advisors
209
Holocene Advisors
New York
– -$608K -7,912 Closed
Two Sigma Advisers
210
Two Sigma Advisers
New York
– -$318K -4,136 Closed
IA
211
IndexIQ Advisors
New York
– -$318K -4,135 Closed
TI
212
Trexquant Investment
Connecticut
– -$242K -3,151 Closed
NAM
213
NorthCoast Asset Management
Connecticut
– -$227K -2,953 Closed
FTDI
214
First Trust Direct Indexing
Massachusetts
– -$93K -1,215 Closed
Truist Financial
215
Truist Financial
North Carolina
– -$81K -1,053 Closed
IA
216
Inspire Advisors
Idaho
– -$27K -349 Closed
PWPS
217
Pinnacle Wealth Planning Services
Ohio
– -$24K -317 Closed
Simplex Trading
218
Simplex Trading
Illinois
– -$23K -305 Closed
ASN
219
Advisory Services Network
Georgia
– -$22K -287 Closed
Lazard Asset Management
220
Lazard Asset Management
New York
– -$20K -270 Closed
VCG
221
Vantage Consulting Group
Virginia
– -$15K -200 Closed
ADIM
222
Alpha DNA Investment Management
Maryland
– -$5K -68 Closed
QCG
223
Quadrant Capital Group
Ohio
– +$167 +2 New
5 6 7 8
9

FWRD Hedge Fund Activity: Q1 2021 in Review

206 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q1 2021, worth a combined $2.37B — up 15% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FWRD positions and 18 closed out — a net gain of 10 holders — while 58 added to existing stakes and 85 trimmed.

The largest buyer was Cardinal Capital Management LLC (Connecticut), opening a new position worth an estimated $32.9M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $38.6M.

  • 206 institutional investors held Forward Air (FWRD) as of Q1 2021, up from 199 in Q4 2020.
  • Funds reported $2.37B of Forward Air stock for Q1 2021, up 15% quarter-over-quarter.
  • 28 funds opened new Forward Air positions in Q1 2021 and 18 closed out, a net change of +10 holders.
  • The largest Forward Air buyer in Q1 2021 was Cardinal Capital Management LLC (Connecticut), an estimated $32.9M added.
  • The largest Forward Air seller in Q1 2021 was ArrowMark Colorado Holdings, an estimated $38.6M sold.

Based on aggregated 13F filings for Q1 2021.