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Forward Air
FWRD

215 hedge funds and large institutions have $2.19B invested in Forward Air in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 93 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 97.32% → 97.41% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less funds holding

Funds holding: 220 → 215 (-5)

8% less capital invested

Capital invested by funds: $2.38B → $2.19B (-$192M)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

32% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 93

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
3.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
63
Reduced
93
Closed
19
Calls
$864K
Puts
–
Net Calls
+$864K
Net Calls Change
+$14.6M

Top Buyers

Rank Fund Capital Flow
1
SSA
Schonfeld Strategic Advisors
New York
+$10.4M
2
Deutsche Bank
Deutsche Bank
Germany
+$8.07M
3
WMSA
Weiss Multi-Strategy Advisers
New York
+$5.09M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$3.51M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.41M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$9.51M
2
Millennium Management
Millennium Management
New York
-$7.69M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.61M
4
Victory Capital Management
Victory Capital Management
Texas
-$5.76M
5
ACM
Atlanta Capital Management
Georgia
-$3.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
201
IFP Advisors
Florida
$6K – – –
ME
202
McIlrath & Eck
Washington
$6K – – –
GAM
203
Gemmer Asset Management
California
$5K – – –
TFO
204
Tarbox Family Office
California
$4K – – –
GC
205
Globeflex Capital
California
$3K -$1.23M -14,093 -100%
BCA
206
Berman Capital Advisors
Georgia
$3K – – –
APA
207
American Portfolios Advisors
New York
$2.41K – – –
WPA
208
West Paces Advisors
Georgia
$2.33K – – –
JFGIW
209
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K – – –
SPIA
210
Steward Partners Investment Advisory
New York
$2K +$1.92K +22 New
FPS
211
Fieldpoint Private Securities
Connecticut
$1K – – –
LC
212
Lindbrook Capital
California
$1K – – –
QCG
213
Quadrant Capital Group
Ohio
$1K +$1.05K +12 +300%
BIA
214
Bell Investment Advisors
California
$1K +$1.49K +17 New
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$134 – – –
Massachusetts Financial Services
216
Massachusetts Financial Services
Massachusetts
– -$2.31M -25,787 Closed
EI
217
EAM Investors
California
– -$1.99M -22,150 Closed
California Public Employees Retirement System
218
California Public Employees Retirement System
California
– -$1.49M -16,548 Closed
Susquehanna International Group
219
Susquehanna International Group
Pennsylvania
– -$1.04M -11,937 Closed
TI
220
Trexquant Investment
Connecticut
– -$722K -8,047 Closed
Two Sigma Advisers
221
Two Sigma Advisers
New York
– -$494K -5,500 Closed
Marshall Wace
222
Marshall Wace
United Kingdom
– -$374K -4,167 Closed
DTL
223
Dynamic Technology Lab
Singapore
– -$297K -3,310 Closed
RCM
224
Radnor Capital Management
Pennsylvania
– -$290K -3,235 Closed
QSS
225
Quantitative Systematic Strategies
Florida
– -$284K -3,161 Closed
6 7 8
9
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FWRD Hedge Fund Activity: Q3 2021 in Review

215 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q3 2021, worth a combined $2.19B — down 8.1% from $2.38B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FWRD and 16 opened new positions — a net loss of 3 holders — while 93 trimmed existing stakes and 63 added.

The largest buyer was Schonfeld Strategic Advisors, opening a new position worth an estimated $10.4M. The largest seller was BlackRock, cutting an estimated $9.51M.

  • 215 institutional investors held Forward Air (FWRD) as of Q3 2021, down from 220 in Q2 2021.
  • Funds reported $2.19B of Forward Air stock for Q3 2021, down 8.1% quarter-over-quarter.
  • 16 funds opened new Forward Air positions in Q3 2021 and 19 closed out, a net change of -3 holders.
  • The largest Forward Air buyer in Q3 2021 was Schonfeld Strategic Advisors, an estimated $10.4M added.
  • The largest Forward Air seller in Q3 2021 was BlackRock, an estimated $9.51M sold.

Based on aggregated 13F filings for Q3 2021.