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Forward Air
FWRD

240 hedge funds and large institutions have $3.19B invested in Forward Air in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 73 increasing their positions, 90 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $2.5M | Put options by funds: $750K

171% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 17

45% more capital invested

Capital invested by funds: $2.19B → $3.19B (+$997M)

12% more funds holding

Funds holding: 215 → 240 (+25)

0.44% more ownership

Funds ownership: 97.41% → 97.84% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

19% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 90

Holders
240
Holders Change
+25
Holders Change %
+11.63%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
46
Increased
73
Reduced
90
Closed
17
Calls
$2.5M
Puts
$750K
Net Calls
+$1.75M
Net Calls Change
+$889K

Top Buyers

1
DCM
Driehaus Capital Management
Illinois
+$33M
2
SAM
Silvercrest Asset Management
New York
+$31.5M
3
RA
Royce & Associates
New York
+$21.7M
4
UBS AM
UBS AM
Illinois
+$15M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$6.97M

Top Sellers

1
AA
Ancora Advisors
Ohio
-$39.8M
2
SAM
Scopus Asset Management
New York
-$22.2M
3
Victory Capital Management
Victory Capital Management
Texas
-$14.1M
4
SSA
Schonfeld Strategic Advisors
New York
-$9.9M
5
Deutsche Bank
Deutsche Bank
Germany
-$9.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Macquarie Group
201
Macquarie Group
Australia
$67K -$21.2K -207 -27%
TRCT
202
Tower Research Capital (TRC)
New York
$66K -$176K -1,721 -76%
FHA
203
First Horizon Advisors
Tennessee
$61K -$8.6K -84 -14%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$61K +$1.02K +10 +2%
FMP
205
Financial Management Professionals
Texas
$59K +$50.2K +491 New
UB
206
UMB Bank
Missouri
$56K +$47.6K +465 New
Simplex Trading
207
Simplex Trading
Illinois
$38K +$32.5K +318 New
PFGIA
208
Patriot Financial Group Insurance Agency
Massachusetts
$35K +$3.17K +31 +12%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$34K +$409 +4 +1%
SFM
210
Signet Financial Management
New Jersey
$32K +$26.9K +263 New
SWA
211
Sutton Wealth Advisors
Florida
$24.3K +$614 +6 +3%
DFCM
212
Dark Forest Capital Management
Puerto Rico
$23K +$19.5K +191 New
PA
213
Parallel Advisors
California
$20K -$102 -1 -0.6%
AF
214
Allworth Financial
California
$20K – – –
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$20K – – –
PCG
216
Private Capital Group
Connecticut
$18K – – –
Bessemer Group
217
Bessemer Group
New Jersey
$17K – – –
S
218
SignatureFD
Georgia
$16K -$134K -1,305 -91%
IPW
219
IronBridge Private Wealth
Texas
$16K – – –
KFP
220
KB Financial Partners
New Jersey
$15K +$12.6K +123 New
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$13K +$11.1K +108 New
PFBT
222
Parkside Financial Bank & Trust
Missouri
$11K +$307 +3 +4%
ME
223
McIlrath & Eck
Washington
$8K – – –
TWA
224
TCI Wealth Advisors
Arizona
$8K +$6.65K +65 New
GAM
225
Gemmer Asset Management
California
$7K – – –
7 8
9
10 11

FWRD Hedge Fund Activity: Q4 2021 in Review

240 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2021, worth a combined $3.19B — up 45% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FWRD positions and 17 closed out — a net gain of 29 holders — while 73 added to existing stakes and 90 trimmed.

The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $33M. The largest seller was Ancora Advisors, cutting an estimated $39.8M.

  • 240 institutional investors held Forward Air (FWRD) as of Q4 2021, up from 215 in Q3 2021.
  • Funds reported $3.19B of Forward Air stock for Q4 2021, up 45% quarter-over-quarter.
  • 46 funds opened new Forward Air positions in Q4 2021 and 17 closed out, a net change of +29 holders.
  • The largest Forward Air buyer in Q4 2021 was Driehaus Capital Management, an estimated $33M added.
  • The largest Forward Air seller in Q4 2021 was Ancora Advisors, an estimated $39.8M sold.

Based on aggregated 13F filings for Q4 2021.