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Forward Air
FWRD

Overview Fund Activity

245 hedge funds and large institutions have $2.68B invested in Forward Air in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 114 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-12
Holders Change %
-4.67%
% of All Funds
3.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
72
Reduced
114
Closed
34
Calls
$9.53M
Puts
$16.4M
Net Calls
-$6.89M
Net Calls Change
-$6.74M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$168M
2
RRAM
2
River Road Asset Management
Kentucky
$43.4M
3
SAM
3
Scopus Asset Management
New York
$7.91M
4
UBS Group
4
UBS Group
Switzerland
$7.97M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$13.5M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$102M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
CCMLC
3
Cardinal Capital Management LLC (Connecticut)
Connecticut
$0
4
Ameriprise
4
Ameriprise
Minnesota
$66.6M
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
201
STRS Ohio
Ohio
$74K -$994K -9,400 -93%
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$67K -$531 -5 -0.8%
FHA
203
First Horizon Advisors
Tennessee
$64.5K -$2.33K -22 -3%
ETC
204
Exchange Traded Concepts
Oklahoma
$50.3K +$16K +151 +47%
NSG
205
Nalls Sherbakoff Group
Tennessee
$48.6K – – –
EWA
206
EverSource Wealth Advisors
Alabama
$45.1K -$531 -5 -1%
UB
207
UMB Bank
Missouri
$44.6K – – –
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$38K -$4.03K -38 -10%
CFGS
209
Concourse Financial Group Securities
Alabama
$33.4K +$2.65K +25 +9%
PPC
210
Park Place Capital
Alabama
$29.4K – – –
S
211
SignatureFD
Georgia
$24.7K -$10.9K -103 -31%
PI
212
PineBridge Investments
New York
$22.2K – – –
Bessemer Group
213
Bessemer Group
New Jersey
$17K +$2.23K +21 +15%
CIM
214
Contravisory Investment Management
Massachusetts
$15.5K – – –
PA
215
Parallel Advisors
California
$13.8K -$743 -7 -5%
LFG
216
Larson Financial Group
Missouri
$12.3K – – –
MHR
217
Matthew Hamilton Rosenberg
$10.6K – – –
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$10.1K – – –
PFBT
219
Parkside Financial Bank & Trust
Missouri
$9.76K – – –
ME
220
McIlrath & Eck
Washington
$7.43K – – –
KFP
221
KB Financial Partners
New Jersey
$7K – – –
PTC
222
Private Trust Company
Ohio
$5.73K -$106 -1 -2%
FFA
223
Farther Finance Advisors
California
$5.73K – – –
GA
224
GoalVest Advisory
New York
$5.62K +$5.62K +53 New
LC
225
Lindbrook Capital
California
$4.35K -$424 -4 -9%
7 8
9
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