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Forward Air

246 hedge funds and large institutions have $2.46B invested in Forward Air in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 89 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

1.68% more ownership

Funds ownership: 97.81%99.48% (+1.7%)

7% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 89

0% more funds holding

Funds holding: 246246 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $2.57B → $2.46B (-$109M)

Holders
246
Holders Change
Holders Change %
0%
% of All Funds
4.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
95
Reduced
89
Closed
24
Calls
$634K
Puts
Net Calls
+$634K
Net Calls Change
+$861K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
201
Lazard Asset Management
New York
$42K
QCG
202
Quadrant Capital Group
Ohio
$35K +$16.6K +179 +88%
S
203
SignatureFD
Georgia
$34K +$22.1K +238 +186%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$33K +$13.9K +150 +74%
CFGS
205
Concourse Financial Group Securities
Alabama
$23K +$22.9K +247 New
BAM
206
Byrne Asset Management
New Jersey
$22K +$22.2K +240 New
PFS
207
Prospera Financial Services
Texas
$20K
PI
208
PineBridge Investments
New York
$19K +$19.4K +209 New
SWA
209
Sutton Wealth Advisors
Florida
$18.4K +$371 +4 +2%
PA
210
Parallel Advisors
California
$16K +$3.06K +33 +23%
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$16K +$6.12K +66 +62%
PFGIA
212
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$3.89K -42 -20%
EI
213
Ellevest Inc
New York
$15K +$5.56K +60 +61%
Bessemer Group
214
Bessemer Group
New Jersey
$13K
PCG
215
Private Capital Group
Connecticut
$12K
LFG
216
Larson Financial Group
Missouri
$11K +$10.8K +116 New
VVP
217
Venture Visionary Partners
Ohio
$10.9K +$11K +119 New
QT
218
Quantbot Technologies
New York
$8K -$226K -2,442 -96%
PFBT
219
Parkside Financial Bank & Trust
Missouri
$8K +$371 +4 +5%
PTC
220
Private Trust Company
Ohio
$8K +$7.69K +83 New
KFP
221
KB Financial Partners
New Jersey
$7K -$4.63K -50 -41%
BCWM
222
Bartlett & Co Wealth Management
Ohio
$6.34K +$6.39K +69 New
ME
223
McIlrath & Eck
Washington
$6K
BC
224
Bartlett & Co
Ohio
$6K +$6.39K +69 New
TWA
225
TCI Wealth Advisors
Arizona
$5K -$5.56K -60 -51%

FWRD Hedge Fund Activity: Q2 2022 in Review

246 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q2 2022, worth a combined $2.46B — down 4.2% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FWRD positions and 24 closed out — a net gain of 5 holders — while 95 added to existing stakes and 89 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.4M. The largest seller was Driehaus Capital Management, cutting an estimated $22.1M.

  • 246 institutional investors held Forward Air (FWRD) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $2.46B of Forward Air stock for Q2 2022, down 4.2% quarter-over-quarter.
  • 29 funds opened new Forward Air positions in Q2 2022 and 24 closed out, a net change of +5 holders.
  • The largest Forward Air buyer in Q2 2022 was Morgan Stanley, an estimated $28.4M added.
  • The largest Forward Air seller in Q2 2022 was Driehaus Capital Management, an estimated $22.1M sold.

Based on aggregated 13F filings for Q2 2022.