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Forward Air
FWRD

Overview Fund Activity

225 hedge funds and large institutions have $882M invested in Forward Air in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 94 increasing their positions, 62 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-39
Holders Change %
-14.77%
% of All Funds
3.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
47
Increased
94
Reduced
62
Closed
85
Calls
$12.1M
Puts
$33.2M
Net Calls
-$21.1M
Net Calls Change
+$11.7M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$66.2M
2
CCG
Clearlake Capital Group
California
$33.5M
3
PMG
Private Management Group
California
$31M
4
Invesco
Invesco
Georgia
$25.5M
5
RPM
Ridgemont Partners Management
North Carolina
$21.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$47.1M
2
Norges Bank
Norges Bank
Norway
$0
3
SAM
Silvercrest Asset Management
New York
$407K
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$4.64K +$3.86K +124 +496%
AF
202
Allworth Financial
California
$4.39K -$1.87K -60 -30%
PTC
203
Private Trust Company
Ohio
$4.29K +$1.65K +53 +62%
VCM
204
Versant Capital Management
Arizona
$4.26K +$4.26K +137 New
LC
205
Lindbrook Capital
California
$4.01K +$3.58K +115 +821%
Bessemer Group
206
Bessemer Group
New Jersey
$4K -$6.53K -227 -62%
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$3.3K +$3.3K +114 New
GI
208
GAMMA Investing
California
$2.55K -$1.12K -36 -31%
PWMG
209
Private Wealth Management Group
New Jersey
$2.27K +$1.81K +58 +387%
ME
210
McIlrath & Eck
Washington
$2.18K – – –
PS
211
Principal Securities
Iowa
$1.52K -$498 -16 -25%
W
212
WealthCollab
Washington
$1.34K +$1.34K +43 New
AF
213
Advisornet Financial
Minnesota
$809 +$716 +23 +767%
GRP
214
Global Retirement Partners
California
$684 – – –
NA
215
NewEdge Advisors
Louisiana
$622 – – –
PA
216
Parallel Advisors
California
$591 +$62 +2 +12%
FMII
217
Farmers & Merchants Investments Inc
Nebraska
$560 – – –
BIA
218
Bell Investment Advisors
California
$529 – – –
PFBT
219
Parkside Financial Bank & Trust
Missouri
$312 +$250 +8 +400%
PWMG
220
Prestige Wealth Management Group
New Jersey
$187 +$187 +6 New
RIL
221
Rothschild Investment LLC
Illinois
$156 +$156 +5 New
AWM
222
Avior Wealth Management
Nebraska
$155 +$155 +5 New
AWM
223
Abound Wealth Management
Tennessee
$125 – – –
SIC
224
SJS Investment Consulting
Ohio
$32 -$160 -5 -83%
DPW
225
DiNuzzo Private Wealth
Pennsylvania
$32 -$128 -4 -80%
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