Forward Air
FWRD
184 hedge funds and large institutions have $1.66B invested in Forward Air in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 49 reducing their positions, and 12 closing their positions.
100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 12
67% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 49
5% more capital invested
Capital invested by funds: $1.58B → $1.66B (+$85.4M)
5% more funds holding
Funds holding: 175 → 184 (+9)
2.05% less ownership
Funds ownership: 98.02% → 95.98% (-2%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.71M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$12.9M |
| 2 |
CI
Cambiar Investors
Denver,
Colorado
|
+$7.77M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$7.36M |
| 4 |
Millennium Management
New York
|
+$6.95M |
| 5 |
BlackRock
New York
|
+$5.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$54.9M |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$35.4M |
| 3 |
DCM
Daruma Capital Management
New York
|
-$13.8M |
| 4 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$7.27M |
| 5 |
RA
Royce & Associates
New York
|
-$3.74M |
FWRD Hedge Fund Activity: Q3 2017 in Review
184 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q3 2017, worth a combined $1.66B — up 5.4% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FWRD positions and 12 closed out — a net gain of 12 holders — while 82 added to existing stakes and 49 trimmed.
The largest buyer was ArrowMark Colorado Holdings, adding an estimated $12.9M. The largest seller was Invesco, cutting an estimated $54.9M.
- 184 institutional investors held Forward Air (FWRD) as of Q3 2017, up from 175 in Q2 2017.
- Funds reported $1.66B of Forward Air stock for Q3 2017, up 5.4% quarter-over-quarter.
- 24 funds opened new Forward Air positions in Q3 2017 and 12 closed out, a net change of +12 holders.
- The largest Forward Air buyer in Q3 2017 was ArrowMark Colorado Holdings, an estimated $12.9M added.
- The largest Forward Air seller in Q3 2017 was Invesco, an estimated $54.9M sold.
Based on aggregated 13F filings for Q3 2017.