Forward Air
FWRD
220 hedge funds and large institutions have $2.39B invested in Forward Air in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 10 closing their positions.
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
7% more funds holding
Funds holding: 206 → 220 (+14)
0% more capital invested
Capital invested by funds: $2.38B → $2.39B (+$10.5M)
0.16% more ownership
Funds ownership: 97.19% → 97.35% (+0.16%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
11% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 84
53% less call options, than puts
Call options by funds: $12.1M | Put options by funds: $25.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Scopus Asset Management
New York
|
+$18.6M |
| 2 |
Neuberger Berman Group
New York
|
+$12.1M |
| 3 |
JGC
J. Goldman & Co
New York
|
+$9.21M |
| 4 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$8.43M |
| 5 |
SAM
Silvercrest Asset Management
New York
|
+$5.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$22.9M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$19.6M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$15.3M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$6.88M |
| 5 |
ROC
Running Oak Capital
Edina,
Minnesota
|
-$5.86M |
FWRD Hedge Fund Activity: Q2 2021 in Review
220 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q2 2021, worth a combined $2.39B — up 0.44% from $2.38B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FWRD positions and 10 closed out — a net gain of 14 holders — while 75 added to existing stakes and 84 trimmed.
The largest buyer was Scopus Asset Management, adding an estimated $18.6M. The largest seller was BlackRock, cutting an estimated $22.9M.
- 220 institutional investors held Forward Air (FWRD) as of Q2 2021, up from 206 in Q1 2021.
- Funds reported $2.39B of Forward Air stock for Q2 2021, up 0.44% quarter-over-quarter.
- 24 funds opened new Forward Air positions in Q2 2021 and 10 closed out, a net change of +14 holders.
- The largest Forward Air buyer in Q2 2021 was Scopus Asset Management, an estimated $18.6M added.
- The largest Forward Air seller in Q2 2021 was BlackRock, an estimated $22.9M sold.
Based on aggregated 13F filings for Q2 2021.