Forward Air
FWRD
160 hedge funds and large institutions have $1.4B invested in Forward Air in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 65 increasing their positions, 61 reducing their positions, and 21 closing their positions.
350% more call options, than puts
Call options by funds: $9K | Put options by funds: $2K
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
7% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 61
3% more capital invested
Capital invested by funds: $1.35B → $1.4B (+$44.6M)
5% less funds holding
Funds holding: 169 → 160 (-9)
43% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$32.9M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$15.6M |
| 3 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
+$10.1M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$4.87M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$4.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$17M |
| 2 |
Goldman Sachs
New York
|
-$11.5M |
| 3 |
CCI
Columbus Circle Investors
|
-$10.5M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$10.5M |
| 5 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
-$8.25M |
FWRD Hedge Fund Activity: Q1 2016 in Review
160 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q1 2016, worth a combined $1.4B — up 3.3% from $1.35B a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of FWRD and 12 opened new positions — a net loss of 9 holders — while 61 trimmed existing stakes and 65 added.
The largest buyer was Wellington Management Group, adding an estimated $32.9M. The largest seller was JP Morgan Chase, cutting an estimated $17M.
- 160 institutional investors held Forward Air (FWRD) as of Q1 2016, down from 169 in Q4 2015.
- Funds reported $1.4B of Forward Air stock for Q1 2016, up 3.3% quarter-over-quarter.
- 12 funds opened new Forward Air positions in Q1 2016 and 21 closed out, a net change of -9 holders.
- The largest Forward Air buyer in Q1 2016 was Wellington Management Group, an estimated $32.9M added.
- The largest Forward Air seller in Q1 2016 was JP Morgan Chase, an estimated $17M sold.
Based on aggregated 13F filings for Q1 2016.