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Forward Air
FWRD

150 hedge funds and large institutions have $1.2B invested in Forward Air in 2013 Q2 according to their latest regulatory filings, with 150 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $42K | Put options by funds: $31K

Holders
150
Holders Change
+150
Holders Change %
–
% of All Funds
4.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
150
Increased
–
Reduced
–
Closed
–
Calls
$42K
Puts
$31K
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1
Royce & Associates
New York
$104M +$103M +2,709,504 New
CWAM
2
Columbia Wanger Asset Management
Illinois
$87.1M +$86.3M +2,276,050 New
Neuberger Berman Group
3
Neuberger Berman Group
New York
$82.7M +$81.9M +2,161,206 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$68.4M +$67.8M +1,787,788 New
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$62.5M +$61.9M +1,632,663 New
BFA
6
BlackRock Fund Advisors
California
$55.9M +$55.3M +1,459,719 New
Goldman Sachs
7
Goldman Sachs
New York
$37.5M +$37.1M +978,317 New
JP Morgan Chase
8
JP Morgan Chase
New York
$35.5M +$35.1M +926,357 New
CM
9
CS McKee
Pennsylvania
$35.1M +$34.7M +915,926 New
Invesco
10
Invesco
Georgia
$34.5M +$34.2M +902,269 New
BIT
11
BlackRock Institutional Trust
California
$33.5M +$33.2M +875,370 New
FMI
12
Fiduciary Management Inc
Wisconsin
$32M +$31.7M +836,579 New
ACM
13
Atlanta Capital Management
Georgia
$31.4M +$31.1M +819,711 New
Ameriprise
14
Ameriprise
Minnesota
$26.6M +$26.4M +695,630 New
State Street
15
State Street
Massachusetts
$26.3M +$26M +686,268 New
FAM
16
Fenimore Asset Management
New York
$25.9M +$25.7M +677,251 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$24.2M +$24M +631,748 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$23.7M +$23.5M +618,726 New
Northern Trust
19
Northern Trust
Illinois
$21.8M +$21.6M +569,344 New
RP
20
Riverbridge Partners
Minnesota
$21.1M +$20.9M +551,123 New
Wells Fargo
21
Wells Fargo
California
$21M +$20.8M +549,050 New
DRZID
22
DePrince Race & Zollo Inc (DRZ)
Florida
$20.3M +$20.1M +530,752 New
Franklin Resources
23
Franklin Resources
California
$19.1M +$19M +500,000 New
KeyBank National Association
24
KeyBank National Association
Ohio
$17.6M +$17.4M +459,275 New
RRAM
25
River Road Asset Management
Kentucky
$16.3M +$16.1M +425,301 New
1
2 3 4 5

FWRD Hedge Fund Activity: Q2 2013 in Review

150 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q2 2013, worth a combined $1.2B.

Buyers outnumbered sellers: 150 funds opened new FWRD positions and 0 closed out — a net gain of 150 holders — while 0 added to existing stakes and 0 trimmed.

  • 150 institutional investors held Forward Air (FWRD) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.2B of Forward Air stock for Q2 2013.
  • 150 funds opened new Forward Air positions in Q2 2013 and 0 closed out, a net change of +150 holders.

Based on aggregated 13F filings for Q2 2013.