Forward Air
FWRD
216 hedge funds and large institutions have $1.69B invested in Forward Air in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 77 increasing their positions, 87 reducing their positions, and 25 closing their positions.
10% more capital invested
Capital invested by funds: $1.53B → $1.69B (+$156M)
0.84% less ownership
Funds ownership: 97.91% → 97.07% (-0.84%)
4% less funds holding
Funds holding: 226 → 216 (-10)
11% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 87
36% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 25
78% less call options, than puts
Call options by funds: $284K | Put options by funds: $1.32M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$17.9M |
| 2 |
ClearBridge Investments
New York
|
+$13.1M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$9.9M |
| 4 |
SAM
Scopus Asset Management
New York
|
+$8.25M |
| 5 |
WG
Winton Group
London,
United Kingdom
|
+$7.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$20M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.38M |
| 3 |
Neuberger Berman Group
New York
|
-$7.84M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$7.13M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$6.66M |
FWRD Hedge Fund Activity: Q2 2018 in Review
216 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q2 2018, worth a combined $1.69B — up 10% from $1.53B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of FWRD and 16 opened new positions — a net loss of 9 holders — while 87 trimmed existing stakes and 77 added.
The largest buyer was BlackRock, adding an estimated $17.9M. The largest seller was Millennium Management, cutting an estimated $20M.
- 216 institutional investors held Forward Air (FWRD) as of Q2 2018, down from 226 in Q1 2018.
- Funds reported $1.69B of Forward Air stock for Q2 2018, up 10% quarter-over-quarter.
- 16 funds opened new Forward Air positions in Q2 2018 and 25 closed out, a net change of -9 holders.
- The largest Forward Air buyer in Q2 2018 was BlackRock, an estimated $17.9M added.
- The largest Forward Air seller in Q2 2018 was Millennium Management, an estimated $20M sold.
Based on aggregated 13F filings for Q2 2018.