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Forward Air
FWRD

168 hedge funds and large institutions have $1.42B invested in Forward Air in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0.73% more ownership

Funds ownership: 97.96% → 98.68% (+0.73%)

0% more capital invested

Capital invested by funds: $1.42B → $1.42B (+$3.18M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

6% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 62

2% less funds holding

Funds holding: 172 → 168 (-4)

Holders
168
Holders Change
-4
Holders Change %
-2.33%
% of All Funds
4.18%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
58
Reduced
62
Closed
19
Calls
$352K
Puts
–
Net Calls
+$352K
Net Calls Change
+$44K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$184M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$5.54M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$4.46M
4
Millennium Management
Millennium Management
New York
+$3.93M
5
TCM
Tributary Capital Management
Nebraska
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$10.4M
2
RA
Royce & Associates
New York
-$8.76M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.5M
4
Invesco
Invesco
Georgia
-$2.96M
5
ACM
Atlanta Capital Management
Georgia
-$2.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$181M +$184M +3,800,754 +157,904%
Vanguard Group
2
Vanguard Group
Pennsylvania
$127M +$5.54M +114,244 +4%
ACH
3
ArrowMark Colorado Holdings
Colorado
$91.8M -$413K -8,515 -0.4%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$84.7M -$645K -13,300 -0.7%
Invesco
5
Invesco
Georgia
$75.8M -$2.96M -60,980 -4%
RA
6
Royce & Associates
New York
$69.2M -$8.76M -180,700 -11%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$57.3M +$1.12M +23,046 +2%
Victory Capital Management
8
Victory Capital Management
Texas
$53.3M +$1.31M +26,978 +2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$51.6M +$324K +6,690 +0.6%
VVP
10
Vulcan Value Partners
Alabama
$50.9M +$615K +12,679 +1%
DCM
11
Daruma Capital Management
New York
$50.2M +$586K +12,095 +1%
VFA
12
Virtus Fund Advisers
Connecticut
$47.1M -$848K -17,487 -2%
State Street
13
State Street
Massachusetts
$36.9M +$1.14M +23,463 +3%
ACM
14
Atlanta Capital Management
Georgia
$33.8M -$2.91M -60,003 -8%
FAM
15
Fenimore Asset Management
New York
$29.3M -$893K -18,424 -3%
Goldman Sachs
16
Goldman Sachs
New York
$28.1M -$10.4M -213,532 -27%
RRAM
17
River Road Asset Management
Kentucky
$23.5M -$1.87M -38,630 -7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$21.4M +$640K +13,190 +3%
Northern Trust
19
Northern Trust
Illinois
$21.2M +$74.5K +1,537 +0.3%
DRZID
20
DePrince Race & Zollo Inc (DRZ)
Florida
$17.9M +$4.46M +91,909 +32%
TCM
21
Tributary Capital Management
Nebraska
$15.6M +$3.1M +63,882 +24%
HRCM
22
Hawk Ridge Capital Management
California
$14M +$458K +9,450 +3%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$11.9M +$613K +12,650 +5%
Ameriprise
24
Ameriprise
Minnesota
$11.7M -$382K -7,886 -3%
Principal Financial Group
25
Principal Financial Group
Iowa
$11.7M +$491K +10,130 +4%
1
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FWRD Hedge Fund Activity: Q1 2017 in Review

168 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q1 2017, worth a combined $1.42B — up 0.22% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FWRD positions and 19 closed out — a net gain of 2 holders — while 58 added to existing stakes and 62 trimmed.

The largest buyer was BlackRock, adding an estimated $184M. The largest seller was Goldman Sachs, cutting an estimated $10.4M.

  • 168 institutional investors held Forward Air (FWRD) as of Q1 2017, down from 172 in Q4 2016.
  • Funds reported $1.42B of Forward Air stock for Q1 2017, up 0.22% quarter-over-quarter.
  • 21 funds opened new Forward Air positions in Q1 2017 and 19 closed out, a net change of +2 holders.
  • The largest Forward Air buyer in Q1 2017 was BlackRock, an estimated $184M added.
  • The largest Forward Air seller in Q1 2017 was Goldman Sachs, an estimated $10.4M sold.

Based on aggregated 13F filings for Q1 2017.