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Forward Air

232 hedge funds and large institutions have $1.8B invested in Forward Air in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 78 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,757% more call options, than puts

Call options by funds: $1.56M | Put options by funds: $84K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

17% more capital invested

Capital invested by funds: $1.55B → $1.8B (+$256M)

9% more funds holding

Funds holding: 213232 (+19)

7% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 73

0.01% more ownership

Funds ownership: 96.66%96.67% (+0.01%)

Holders
232
Holders Change
+19
Holders Change %
+8.92%
% of All Funds
5.02%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
41
Increased
78
Reduced
73
Closed
21
Calls
$1.56M
Puts
$84K
Net Calls
+$1.48M
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$271M -$2.17M -35,412 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$195M +$3.5M +57,135 +2%
ACH
3
ArrowMark Colorado Holdings
Colorado
$114M -$24M -392,763 -18%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$84.2M +$266K +4,347 +0.3%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$81.7M -$1.65M -27,005 -2%
Victory Capital Management
6
Victory Capital Management
Texas
$77.8M +$9.62M +157,120 +15%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$74.6M -$526K -8,588 -0.7%
RA
8
Royce & Associates
New York
$60.6M +$349K +5,698 +0.6%
State Street
9
State Street
Massachusetts
$58.1M -$1.58M -25,860 -3%
ClearBridge Investments
10
ClearBridge Investments
New York
$46.6M +$13.2M +215,206 +43%
SAM
11
Silvercrest Asset Management
New York
$45.2M -$312K -5,091 -0.7%
ACM
12
Atlanta Capital Management
Georgia
$39.1M -$1.58M -25,756 -4%
FAM
13
Fenimore Asset Management
New York
$31.5M -$5.47M -89,321 -15%
Norges Bank
14
Norges Bank
Norway
$31.5M
Northern Trust
15
Northern Trust
Illinois
$31.4M +$1.72M +28,141 +6%
TCM
16
Tributary Capital Management
Nebraska
$28.2M +$3.07M +50,208 +13%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$26.5M -$240K -3,915 -0.9%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$22.7M +$1.25M +20,476 +6%
TD Asset Management
19
TD Asset Management
Ontario, Canada
$20.4M +$802K +13,100 +4%
DGHMC
20
Dalton, Greiner, Hartman, Maher & Co
New York
$20.3M -$6.71M -109,568 -26%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$19.4M -$834K -13,625 -4%
RRAM
22
River Road Asset Management
Kentucky
$19M -$500K -8,160 -3%
Invesco
23
Invesco
Georgia
$18.7M -$18.1M -295,377 -51%
Principal Financial Group
24
Principal Financial Group
Iowa
$16.1M -$341K -5,574 -2%
Charles Schwab
25
Charles Schwab
California
$15.7M +$743K +12,134 +5%

FWRD Hedge Fund Activity: Q1 2019 in Review

232 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q1 2019, worth a combined $1.8B — up 17% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FWRD positions and 21 closed out — a net gain of 20 holders — while 78 added to existing stakes and 73 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $13.2M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $24M.

  • 232 institutional investors held Forward Air (FWRD) as of Q1 2019, up from 213 in Q4 2018.
  • Funds reported $1.8B of Forward Air stock for Q1 2019, up 17% quarter-over-quarter.
  • 41 funds opened new Forward Air positions in Q1 2019 and 21 closed out, a net change of +20 holders.
  • The largest Forward Air buyer in Q1 2019 was ClearBridge Investments, an estimated $13.2M added.
  • The largest Forward Air seller in Q1 2019 was ArrowMark Colorado Holdings, an estimated $24M sold.

Based on aggregated 13F filings for Q1 2019.