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Forward Air

144 hedge funds and large institutions have $1.36B invested in Forward Air in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $1.28B → $1.36B (+$75.7M)

1% more funds holding

Funds holding: 142144 (+2)

4% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 54

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $44K

Holders
144
Holders Change
+2
Holders Change %
+1.41%
% of All Funds
4.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
52
Reduced
54
Closed
9
Calls
Puts
$44K
Net Calls
-$44K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$116M -$1.48M -35,500 -1%
CWAM
2
Columbia Wanger Asset Management
Illinois
$94.5M -$1.67M -40,000 -2%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$91.6M -$1.15M -27,595 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$86.1M +$3.42M +82,217 +4%
BFA
5
BlackRock Fund Advisors
California
$73.5M +$1.72M +41,375 +3%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$70M -$1.04M -24,945 -2%
Goldman Sachs
7
Goldman Sachs
New York
$43.6M +$328K +7,874 +0.8%
Invesco
8
Invesco
Georgia
$41M +$880K +21,142 +2%
JP Morgan Chase
9
JP Morgan Chase
New York
$40.6M +$1.67M +40,107 +5%
FMI
10
Fiduciary Management Inc
Wisconsin
$37.8M -$640K -15,365 -2%
ACM
11
Atlanta Capital Management
Georgia
$36.6M +$116K +2,787 +0.3%
BIT
12
BlackRock Institutional Trust
California
$35.6M +$153K +3,671 +0.5%
State Street
13
State Street
Massachusetts
$30M -$176K -4,224 -0.6%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$29.7M +$1.26M +30,284 +5%
FAM
15
Fenimore Asset Management
New York
$29.5M -$67.7K -1,625 -0.2%
Ameriprise
16
Ameriprise
Minnesota
$29.2M -$1.5M -35,926 -5%
RRAM
17
River Road Asset Management
Kentucky
$28M +$441K +10,584 +2%
RP
18
Riverbridge Partners
Minnesota
$28M +$3.35M +80,436 +14%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$26.6M -$185K -4,452 -0.7%
Northern Trust
20
Northern Trust
Illinois
$24.9M -$111K -2,660 -0.5%
Victory Capital Management
21
Victory Capital Management
Texas
$23.8M +$1.25M +30,025 +6%
CM
22
CS McKee
Pennsylvania
$22.7M -$14.3M -344,590 -40%
Franklin Resources
23
Franklin Resources
California
$22M
Wells Fargo
24
Wells Fargo
California
$21.9M -$950K -22,820 -4%
Deutsche Bank
25
Deutsche Bank
Germany
$19.3M +$5.97M +143,316 +48%

FWRD Hedge Fund Activity: Q4 2013 in Review

144 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2013, worth a combined $1.36B — up 5.9% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FWRD positions and 9 closed out — a net gain of 3 holders — while 52 added to existing stakes and 54 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $5.97M. The largest seller was CS McKee, cutting an estimated $14.3M.

  • 144 institutional investors held Forward Air (FWRD) as of Q4 2013, up from 142 in Q3 2013.
  • Funds reported $1.36B of Forward Air stock for Q4 2013, up 5.9% quarter-over-quarter.
  • 12 funds opened new Forward Air positions in Q4 2013 and 9 closed out, a net change of +3 holders.
  • The largest Forward Air buyer in Q4 2013 was Deutsche Bank, an estimated $5.97M added.
  • The largest Forward Air seller in Q4 2013 was CS McKee, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2013.