Forward Air
FWRD
206 hedge funds and large institutions have $1.35B invested in Forward Air in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 85 reducing their positions, and 37 closing their positions.
3.78% less ownership
Funds ownership: 100.43% → 96.65% (-3.8%)
5% less funds holding
Funds holding: 216 → 206 (-10)
6% less capital invested
Capital invested by funds: $1.43B → $1.35B (-$84M)
21% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 85
24% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 37
62% less call options, than puts
Call options by funds: $457K | Put options by funds: $1.2M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
BlackRock
New York
|
+$12.7M |
| 2 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$5.53M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$4.33M |
| 4 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$3.81M |
| 5 |
Neuberger Berman Group
New York
|
+$3.55M |
Top Sellers
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$48.8M |
| 2 |
Morgan Stanley
New York
|
-$17.2M |
| 3 |
Millennium Management
New York
|
-$6.45M |
| 4 |
Goldman Sachs
New York
|
-$6.26M |
| 5 |
SG Americas Securities
New York
|
-$3.23M |
FWRD Hedge Fund Activity: Q2 2020 in Review
206 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q2 2020, worth a combined $1.35B — down 5.9% from $1.43B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of FWRD and 28 opened new positions — a net loss of 9 holders — while 85 trimmed existing stakes and 67 added.
The largest buyer was BlackRock, adding an estimated $12.7M. The largest seller was Victory Capital Management, cutting an estimated $48.8M.
- 206 institutional investors held Forward Air (FWRD) as of Q2 2020, down from 216 in Q1 2020.
- Funds reported $1.35B of Forward Air stock for Q2 2020, down 5.9% quarter-over-quarter.
- 28 funds opened new Forward Air positions in Q2 2020 and 37 closed out, a net change of -9 holders.
- The largest Forward Air buyer in Q2 2020 was BlackRock, an estimated $12.7M added.
- The largest Forward Air seller in Q2 2020 was Victory Capital Management, an estimated $48.8M sold.
Based on aggregated 13F filings for Q2 2020.