Forward Air
FWRD
173 hedge funds and large institutions have $1.42B invested in Forward Air in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 62 reducing their positions, and 26 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
97.96% more ownership
Funds ownership: 0% → 97.96% (+98%)
9% more capital invested
Capital invested by funds: $1.3B → $1.42B (+$119M)
10% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 62
6% less funds holding
Funds holding: 184 → 173 (-11)
35% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$13.3M |
| 2 |
DCM
Daruma Capital Management
New York
|
+$13.2M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$13.1M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$12.5M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$8.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$18.9M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$11.2M |
| 3 |
Goldman Sachs
New York
|
-$10M |
| 4 |
RA
Royce & Associates
New York
|
-$8.37M |
| 5 |
Neuberger Berman Group
New York
|
-$7.84M |
FWRD Hedge Fund Activity: Q4 2016 in Review
173 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2016, worth a combined $1.42B — up 9.1% from $1.3B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of FWRD and 17 opened new positions — a net loss of 9 holders — while 62 trimmed existing stakes and 68 added.
The largest buyer was BlackRock Fund Advisors, adding an estimated $13.3M. The largest seller was Riverbridge Partners, exiting entirely with an estimated $18.9M sold.
- 173 institutional investors held Forward Air (FWRD) as of Q4 2016, down from 184 in Q3 2016.
- Funds reported $1.42B of Forward Air stock for Q4 2016, up 9.1% quarter-over-quarter.
- 17 funds opened new Forward Air positions in Q4 2016 and 26 closed out, a net change of -9 holders.
- The largest Forward Air buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $13.3M added.
- The largest Forward Air seller in Q4 2016 was Riverbridge Partners, an estimated $18.9M sold.
Based on aggregated 13F filings for Q4 2016.