Forward Air
FWRD
223 hedge funds and large institutions have $1.74B invested in Forward Air in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 91 reducing their positions, and 29 closing their positions.
423% more call options, than puts
Call options by funds: $1.43M | Put options by funds: $274K
8% more capital invested
Capital invested by funds: $1.61B → $1.74B (+$130M)
1.56% more ownership
Funds ownership: 95.21% → 96.77% (+1.6%)
4% less funds holding
Funds holding: 232 → 223 (-9)
28% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 29
30% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 91
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Scopus Asset Management
New York
|
+$30.9M |
| 2 |
SAM
Silvercrest Asset Management
New York
|
+$20.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$16.1M |
| 4 |
ClearBridge Investments
New York
|
+$9.23M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$7.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$21.9M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$9.98M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$7.23M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$6.97M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$6.21M |
FWRD Hedge Fund Activity: Q3 2019 in Review
223 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q3 2019, worth a combined $1.74B — up 8.1% from $1.61B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of FWRD and 21 opened new positions — a net loss of 8 holders — while 91 trimmed existing stakes and 64 added.
The largest buyer was Scopus Asset Management, opening a new position worth an estimated $30.9M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $21.9M.
- 223 institutional investors held Forward Air (FWRD) as of Q3 2019, down from 232 in Q2 2019.
- Funds reported $1.74B of Forward Air stock for Q3 2019, up 8.1% quarter-over-quarter.
- 21 funds opened new Forward Air positions in Q3 2019 and 29 closed out, a net change of -8 holders.
- The largest Forward Air buyer in Q3 2019 was Scopus Asset Management, an estimated $30.9M added.
- The largest Forward Air seller in Q3 2019 was ArrowMark Colorado Holdings, an estimated $21.9M sold.
Based on aggregated 13F filings for Q3 2019.