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Forward Air
FWRD

Overview Fund Activity

257 hedge funds and large institutions have $2.8B invested in Forward Air in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 107 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
-18
Holders Change %
-6.55%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
81
Reduced
107
Closed
46
Calls
$291K
Puts
$442K
Net Calls
-$151K
Net Calls Change
-$299K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$123M
2
Ameriprise
Ameriprise
Minnesota
$83.6M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$164M
4
CVA
Ceredex Value Advisors
Florida
$12.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$18.8M

Top Sellers

1
BlackRock
BlackRock
New York
$438M
2
RA
Royce & Associates
New York
$81.6M
3
ClearBridge Investments
ClearBridge Investments
New York
$106M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
5
JGC
J. Goldman & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
C
201
Covestor
United Kingdom
$134K +$47.5K +442 +55%
DFCM
202
Dark Forest Capital Management
Puerto Rico
$124K +$102K +945 +468%
QCG
203
Quadrant Capital Group
Ohio
$114K +$4.2K +39 +4%
TRCT
204
Tower Research Capital (TRC)
New York
$82K +$47.5K +441 +138%
Lazard Asset Management
205
Lazard Asset Management
New York
$78K – – –
SPIA
206
Steward Partners Investment Advisory
New York
$72.7K -$3.12K -29 -4%
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$68.5K +$539 +5 +0.8%
FHA
208
First Horizon Advisors
Tennessee
$67.9K -$4.74K -44 -7%
NSG
209
Nalls Sherbakoff Group
Tennessee
$52.4K +$52.4K +500 New
EWA
210
EverSource Wealth Advisors
Alabama
$46.3K -$1.29K -12 -3%
UB
211
UMB Bank
Missouri
$45.3K -$4.85K -45 -10%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$43K -$9.12K -84 -18%
S
213
SignatureFD
Georgia
$36.2K +$9.38K +87 +35%
ETC
214
Exchange Traded Concepts
Oklahoma
$34.8K +$34.8K +323 New
CFGS
215
Concourse Financial Group Securities
Alabama
$31.3K -$2.48K -23 -7%
ASN
216
Advisory Services Network
Georgia
$30.9K -$431 -4 -1%
PPC
217
Park Place Capital
Alabama
$29.9K – – –
PI
218
PineBridge Investments
New York
$22.5K – – –
BAM
219
Belpointe Asset Management
Nevada
$16.3K -$647 -6 -4%
CIM
220
Contravisory Investment Management
Massachusetts
$15.7K +$10.5K +97 +198%
Bessemer Group
221
Bessemer Group
New Jersey
$15K – – –
PA
222
Parallel Advisors
California
$14.8K +$539 +5 +4%
LFG
223
Larson Financial Group
Missouri
$12.5K – – –
Citadel Advisors
224
Citadel Advisors
Florida
$12.4K -$3.24M -30,053 -100%
MHR
225
Matthew Hamilton Rosenberg
$10.8K – – –
7 8
9
10 11