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Forward Air
FWRD

Overview Fund Activity

251 hedge funds and large institutions have $1.76B invested in Forward Air in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 89 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+6
Holders Change %
+2.45%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
58
Increased
78
Reduced
89
Closed
51
Calls
$7.82M
Puts
$49.9M
Net Calls
-$42.1M
Net Calls Change
-$35.2M

Top Buyers

1
AA
1
Ancora Advisors
Ohio
$51.3M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$49.9M
3
UBS Group
3
UBS Group
Switzerland
$47M
4
Morgan Stanley
4
Morgan Stanley
New York
$83.4M
5
Bank of America
5
Bank of America
North Carolina
$36.8M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$1.92M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$0
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$9.76M
4
Victory Capital Management
4
Victory Capital Management
Texas
$4.08M
5
RA
5
Royce & Associates
New York
$9.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
201
Steward Partners Investment Advisory
New York
$84.3K +$32.9K +478 +64%
S
202
SignatureFD
Georgia
$65.2K +$49.2K +715 +307%
SOW
203
State of Wyoming
Wyoming
$53.3K -$37.5K -545 -41%
KBC Group
204
KBC Group
Belgium
$48K -$88.3K -1,280 -65%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$46K +$21.4K +311 +87%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$43.4K – – –
HIIFS
207
Harel Insurance Investments & Financial Services
Israel
$36K -$184K -2,683 -84%
NSG
208
Nalls Sherbakoff Group
Tennessee
$34.4K – – –
C
209
Covestor
United Kingdom
$34K -$29K -419 -46%
QCG
210
Quadrant Capital Group
Ohio
$20.5K -$38.3K -557 -65%
CAS
211
Coppell Advisory Solutions
Texas
$20.3K +$20.3K +194 New
PPC
212
Park Place Capital
Alabama
$19K – – –
BAM
213
Byrne Asset Management
New Jersey
$19K +$19K +280 New
FDCDDQ
214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.2K +$18.2K +265 New
AF
215
Allworth Financial
California
$15.3K +$14K +203 +1,015%
AAM
216
Advisors Asset Management
Colorado
$15.1K +$15.1K +220 New
FHA
217
First Horizon Advisors
Tennessee
$13.3K -$28.5K -415 -68%
QL
218
Quarry LP
New York
$12.2K +$12.2K +178 New
UB
219
UMB Bank
Missouri
$11.2K -$17.7K -257 -61%
Bessemer Group
220
Bessemer Group
New Jersey
$11K -$429 -6 -4%
CIM
221
Contravisory Investment Management
Massachusetts
$10K – – –
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$9.28K +$2.75K +40 +42%
LFG
223
Larson Financial Group
Missouri
$7.97K – – –
BAAM
224
Baker Avenue Asset Management
California
$7.36K +$6.46K +94 +723%
MHR
225
Matthew Hamilton Rosenberg
$6.87K – – –
7 8
9
10 11