Forward Air
FWRD
196 hedge funds and large institutions have $1.54B invested in Forward Air in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 87 reducing their positions, and 31 closing their positions.
548% more call options, than puts
Call options by funds: $2.9M | Put options by funds: $447K
14% more capital invested
Capital invested by funds: $1.35B → $1.54B (+$189M)
0.96% less ownership
Funds ownership: 96.63% → 95.68% (-0.96%)
5% less funds holding
Funds holding: 206 → 196 (-10)
26% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 31
34% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 87
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$31.3M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$25.8M |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$23.5M |
| 4 |
Man Group
London,
United Kingdom
|
+$6.53M |
| 5 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$6.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$50.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.6M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$5.06M |
| 4 |
RA
Royce & Associates
New York
|
-$4.79M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$4.64M |
FWRD Hedge Fund Activity: Q3 2020 in Review
196 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q3 2020, worth a combined $1.54B — up 14% from $1.35B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of FWRD and 23 opened new positions — a net loss of 8 holders — while 87 trimmed existing stakes and 57 added.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $31.3M. The largest seller was Wellington Management Group, cutting an estimated $50.5M.
- 196 institutional investors held Forward Air (FWRD) as of Q3 2020, down from 206 in Q2 2020.
- Funds reported $1.54B of Forward Air stock for Q3 2020, up 14% quarter-over-quarter.
- 23 funds opened new Forward Air positions in Q3 2020 and 31 closed out, a net change of -8 holders.
- The largest Forward Air buyer in Q3 2020 was Thrivent Financial for Lutherans, an estimated $31.3M added.
- The largest Forward Air seller in Q3 2020 was Wellington Management Group, an estimated $50.5M sold.
Based on aggregated 13F filings for Q3 2020.