Forward Air
FWRD
213 hedge funds and large institutions have $1.67B invested in Forward Air in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 66 reducing their positions, and 12 closing their positions.
250% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 12
20% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 66
16% more funds holding
Funds holding: 184 → 213 (+29)
1.67% more ownership
Funds ownership: 95.98% → 97.64% (+1.7%)
1% more capital invested
Capital invested by funds: $1.66B → $1.67B (+$11.1M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $258K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Scopus Asset Management
New York
|
+$24.3M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$7.95M |
| 3 |
Morgan Stanley
New York
|
+$3.79M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$3.71M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$3.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$17.9M |
| 2 |
RA
Royce & Associates
New York
|
-$13.8M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$10.4M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$9.42M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$5.5M |
FWRD Hedge Fund Activity: Q4 2017 in Review
213 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2017, worth a combined $1.67B — up 0.67% from $1.66B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new FWRD positions and 12 closed out — a net gain of 30 holders — while 79 added to existing stakes and 66 trimmed.
The largest buyer was Scopus Asset Management, opening a new position worth an estimated $24.3M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $17.9M.
- 213 institutional investors held Forward Air (FWRD) as of Q4 2017, up from 184 in Q3 2017.
- Funds reported $1.67B of Forward Air stock for Q4 2017, up 0.67% quarter-over-quarter.
- 42 funds opened new Forward Air positions in Q4 2017 and 12 closed out, a net change of +30 holders.
- The largest Forward Air buyer in Q4 2017 was Scopus Asset Management, an estimated $24.3M added.
- The largest Forward Air seller in Q4 2017 was ArrowMark Colorado Holdings, an estimated $17.9M sold.
Based on aggregated 13F filings for Q4 2017.