Forward Air
FWRD
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.
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: 1 → 3 (+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: 213 → 232 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$13.2M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$9.62M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$6.42M |
| 4 |
Goldman Sachs
New York
|
+$6.38M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
+$5.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$24M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$18.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.36M |
| 4 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
-$6.71M |
| 5 |
Morgan Stanley
New York
|
-$6.39M |
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.