Forward Air
FWRD
232 hedge funds and large institutions have $1.61B invested in Forward Air in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 78 reducing their positions, and 27 closing their positions.
11% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 27
9% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 78
0% more funds holding
Funds holding: 232 → 232 (0)
1.46% less ownership
Funds ownership: 96.67% → 95.21% (-1.5%)
10% less capital invested
Capital invested by funds: $1.8B → $1.61B (-$189M)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$22.9M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$7.24M |
| 3 |
Morgan Stanley
New York
|
+$6.48M |
| 4 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$4.33M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fenimore Asset Management
Cobleskill,
New York
|
-$31.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.4M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$16.2M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$12.6M |
| 5 |
Goldman Sachs
New York
|
-$7.52M |
FWRD Hedge Fund Activity: Q2 2019 in Review
232 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q2 2019, worth a combined $1.61B — down 10% from $1.8B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new FWRD positions and 27 closed out — a net gain of 3 holders — while 85 added to existing stakes and 78 trimmed.
The largest buyer was Nuveen, opening a new position worth an estimated $22.9M. The largest seller was Fenimore Asset Management, exiting entirely with an estimated $31.5M sold.
- 232 institutional investors held Forward Air (FWRD) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $1.61B of Forward Air stock for Q2 2019, down 10% quarter-over-quarter.
- 30 funds opened new Forward Air positions in Q2 2019 and 27 closed out, a net change of +3 holders.
- The largest Forward Air buyer in Q2 2019 was Nuveen, an estimated $22.9M added.
- The largest Forward Air seller in Q2 2019 was Fenimore Asset Management, an estimated $31.5M sold.
Based on aggregated 13F filings for Q2 2019.