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Forward Air
FWRD

237 hedge funds and large institutions have $1.91B invested in Forward Air in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

9% more capital invested

Capital invested by funds: $1.74B → $1.91B (+$165M)

6% more funds holding

Funds holding: 223 → 237 (+14)

0.31% more ownership

Funds ownership: 96.77% → 97.08% (+0.31%)

6% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 82

Holders
237
Holders Change
+14
Holders Change %
+6.28%
% of All Funds
4.67%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
77
Reduced
82
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$14.1M
2
ClearBridge Investments
ClearBridge Investments
New York
+$8.75M
3
Man Group
Man Group
United Kingdom
+$7.43M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.77M
5
Victory Capital Management
Victory Capital Management
Texas
+$5.24M

Top Sellers

Rank Fund Capital Flow
1
SAM
Scopus Asset Management
New York
-$22.7M
2
SBH
Segall Bryant & Hamill
Illinois
-$8.27M
3
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
-$7.12M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$6.51M
5
RRAM
River Road Asset Management
Kentucky
-$5.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$292M +$1.46M +21,490 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$208M +$1.24M +18,343 +0.6%
Victory Capital Management
3
Victory Capital Management
Texas
$95M +$5.24M +77,387 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$89.6M -$796K -11,755 -0.9%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$82M -$2.43M -35,927 -3%
ACH
6
ArrowMark Colorado Holdings
Colorado
$80.2M +$565K +8,338 +0.7%
SAM
7
Silvercrest Asset Management
New York
$71.5M -$547K -8,075 -0.8%
ClearBridge Investments
8
ClearBridge Investments
New York
$69.7M +$8.75M +129,069 +15%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$69.6M -$4.51M -66,629 -6%
State Street
10
State Street
Massachusetts
$60.7M +$238K +3,511 +0.4%
RA
11
Royce & Associates
New York
$54.2M -$4.83M -71,340 -8%
ACM
12
Atlanta Capital Management
Georgia
$39.6M -$640K -9,448 -2%
Northern Trust
13
Northern Trust
Illinois
$34.2M -$2.31M -34,078 -7%
Norges Bank
14
Norges Bank
Norway
$33.2M -$840K -12,392 -3%
TCM
15
Tributary Capital Management
Nebraska
$28.6M -$837K -12,354 -3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$27.8M +$1.54M +22,758 +6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$26.6M -$1.68M -24,791 -6%
Invesco
18
Invesco
Georgia
$23.3M -$918K -13,542 -4%
N
19
Nuveen
North Carolina
$22.6M -$2.44M -36,038 -10%
BTW
20
Boston Trust Walden
Massachusetts
$21.7M +$458K +6,755 +2%
Man Group
21
Man Group
United Kingdom
$21.3M +$7.43M +109,666 +56%
TD Asset Management
22
TD Asset Management
Ontario, Canada
$20M +$54.2K +800 +0.3%
Charles Schwab
23
Charles Schwab
California
$18.3M +$435K +6,426 +3%
Millennium Management
24
Millennium Management
New York
$18.2M +$14.1M +207,854 +396%
Principal Financial Group
25
Principal Financial Group
Iowa
$17M +$103K +1,519 +0.6%
1
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FWRD Hedge Fund Activity: Q4 2019 in Review

237 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2019, worth a combined $1.91B — up 9.5% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new FWRD positions and 19 closed out — a net gain of 20 holders — while 77 added to existing stakes and 82 trimmed.

The largest buyer was Millennium Management, adding an estimated $14.1M. The largest seller was Scopus Asset Management, cutting an estimated $22.7M.

  • 237 institutional investors held Forward Air (FWRD) as of Q4 2019, up from 223 in Q3 2019.
  • Funds reported $1.91B of Forward Air stock for Q4 2019, up 9.5% quarter-over-quarter.
  • 39 funds opened new Forward Air positions in Q4 2019 and 19 closed out, a net change of +20 holders.
  • The largest Forward Air buyer in Q4 2019 was Millennium Management, an estimated $14.1M added.
  • The largest Forward Air seller in Q4 2019 was Scopus Asset Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q4 2019.