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Forward Air
FWRD

172 hedge funds and large institutions have $1.42B invested in Forward Air in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 62 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

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%)

10% more capital invested

Capital invested by funds: $1.29B → $1.42B (+$124M)

8% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 62

5% less funds holding

Funds holding: 182 → 172 (-10)

31% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 26

Holders
172
Holders Change
-10
Holders Change %
-5.49%
% of All Funds
4.3%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
18
Increased
67
Reduced
62
Closed
26
Calls
$308K
Puts
–
Net Calls
+$308K
Net Calls Change
+$308K

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$13.3M
2
DCM
Daruma Capital Management
New York
+$13.2M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$13.1M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$12.5M
5
Victory Capital Management
Victory Capital Management
Texas
+$8.71M

Top Sellers

1
RP
Riverbridge Partners
Minnesota
-$18.9M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$11.2M
3
Goldman Sachs
Goldman Sachs
New York
-$10M
4
RA
Royce & Associates
New York
-$8.37M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$7.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$122M +$3.65M +79,754 +3%
BFA
2
BlackRock Fund Advisors
California
$111M +$13.3M +291,023 +14%
ACH
3
ArrowMark Colorado Holdings
Colorado
$91.8M +$12.5M +272,881 +16%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$85M -$7.84M -171,351 -9%
Invesco
5
Invesco
Georgia
$78.3M -$362K -7,904 -0.5%
RA
6
Royce & Associates
New York
$77.5M -$8.37M -183,000 -10%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$56M +$965K +21,092 +2%
Victory Capital Management
8
Victory Capital Management
Texas
$51.8M +$8.71M +190,347 +21%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$51.1M +$2.99M +65,396 +6%
VVP
10
Vulcan Value Partners
Alabama
$50.1M +$615K +13,446 +1%
DCM
11
Daruma Capital Management
New York
$49.4M +$13.2M +288,956 +38%
VFA
12
Virtus Fund Advisers
Connecticut
$47.8M -$1.64M -35,887 -3%
Goldman Sachs
13
Goldman Sachs
New York
$38.1M -$10M -219,032 -21%
BIT
14
BlackRock Institutional Trust
California
$37.4M +$1.85M +40,413 +5%
ACM
15
Atlanta Capital Management
Georgia
$36.5M +$356K +7,772 +1%
State Street
16
State Street
Massachusetts
$35.6M +$3.02M +66,071 +10%
FAM
17
Fenimore Asset Management
New York
$30M -$360K -7,865 -1%
RRAM
18
River Road Asset Management
Kentucky
$25.3M -$3.31M -72,255 -12%
Northern Trust
19
Northern Trust
Illinois
$21.1M -$3.89M -84,971 -16%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$20.6M +$1.53M +33,526 +8%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$17.8M +$2.84M +62,146 +20%
DRZID
22
DePrince Race & Zollo Inc (DRZ)
Florida
$13.5M +$13.1M +285,364 New
HRCM
23
Hawk Ridge Capital Management
California
$13.5M -$2.81M -61,363 -18%
TCM
24
Tributary Capital Management
Nebraska
$12.5M +$1.43M +31,354 +13%
Ameriprise
25
Ameriprise
Minnesota
$12M +$1.01M +22,060 +10%
1
2 3 4 5

FWRD Hedge Fund Activity: Q4 2016 in Review

172 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2016, worth a combined $1.42B — up 9.6% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FWRD and 18 opened new positions — a net loss of 8 holders — while 62 trimmed existing stakes and 67 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.

  • 172 institutional investors held Forward Air (FWRD) as of Q4 2016, down from 182 in Q3 2016.
  • Funds reported $1.42B of Forward Air stock for Q4 2016, up 9.6% quarter-over-quarter.
  • 18 funds opened new Forward Air positions in Q4 2016 and 26 closed out, a net change of -8 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.