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Forward Air
FWRD

Overview Fund Activity

220 hedge funds and large institutions have $2.38B invested in Forward Air in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+14
Holders Change %
+6.8%
% of All Funds
3.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
75
Reduced
84
Closed
10
Calls
$12.1M
Puts
$25.8M
Net Calls
-$13.7M
Net Calls Change
-$13.7M

Top Buyers

1
SAM
Scopus Asset Management
New York
$22.9M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$124M
3
JGC
J. Goldman & Co
New York
$8.97M
4
AA
Ancora Advisors
Ohio
$166M
5
SAM
Silvercrest Asset Management
New York
$86.8M

Top Sellers

1
BlackRock
BlackRock
New York
$375M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.31M
3
Victory Capital Management
Victory Capital Management
Texas
$70.2M
4
ACH
ArrowMark Colorado Holdings
Colorado
$112M
5
ROC
Running Oak Capital
Minnesota
$348K
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
201
IronBridge Private Wealth
Texas
$12K – – –
KFP
202
KB Financial Partners
New Jersey
$11K -$2.5K -28 -19%
PFBT
203
Parkside Financial Bank & Trust
Missouri
$8K +$609 +7 +8%
S
204
SignatureFD
Georgia
$6K – – –
IA
205
IFP Advisors
Florida
$6K – – –
ME
206
McIlrath & Eck
Washington
$6K – – –
GAM
207
Gemmer Asset Management
California
$5K – – –
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
TFO
209
Tarbox Family Office
California
$4K – – –
TWA
210
TCI Wealth Advisors
Arizona
$4K +$4K +42 New
SL
211
Savior LLC
Massachusetts
$3K – – –
BCA
212
Berman Capital Advisors
Georgia
$3K +$955 +14 +47%
APA
213
American Portfolios Advisors
New York
$2.6K – – –
WPA
214
West Paces Advisors
Georgia
$2.51K +$2.51K +28 New
JFGIW
215
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$2K +20 New
AIG
216
American International Group
New York
$1.59K -$51 -564 -3%
FPS
217
Fieldpoint Private Securities
Connecticut
$1K – – –
LC
218
Lindbrook Capital
California
$1K – – –
Nisa Investment Advisors
219
Nisa Investment Advisors
Missouri
$145 -$85 -955 -37%
RWM
220
RBA Wealth Management
California
– -$2.49M -28,077 Closed
Aviva
221
Aviva
United Kingdom
– -$1.24M -13,998 Closed
DGHMC
222
Dalton, Greiner, Hartman, Maher & Co
New York
– -$747K -8,413 Closed
LPL Financial
223
LPL Financial
California
– -$391K -4,406 Closed
Voloridge Investment Management
224
Voloridge Investment Management
Florida
– -$296K -3,334 Closed
SS
225
Simplicity Solutions
Minnesota
– -$291K -3,277 Closed
6 7 8
9
10