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Forward Air
FWRD

215 hedge funds and large institutions have $2.19B invested in Forward Air in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 93 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 97.32% → 97.41% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less funds holding

Funds holding: 220 → 215 (-5)

8% less capital invested

Capital invested by funds: $2.38B → $2.19B (-$192M)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

32% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 93

Holders
215
Holders Change
-5
Holders Change %
-2.27%
% of All Funds
3.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
63
Reduced
93
Closed
19
Calls
$864K
Puts
–
Net Calls
+$864K
Net Calls Change
+$14.6M

Top Buyers

1
SSA
Schonfeld Strategic Advisors
New York
+$10.4M
2
Deutsche Bank
Deutsche Bank
Germany
+$8.07M
3
WMSA
Weiss Multi-Strategy Advisers
New York
+$5.09M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$3.51M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.41M

Top Sellers

1
BlackRock
BlackRock
New York
-$9.51M
2
Millennium Management
Millennium Management
New York
-$7.69M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.61M
4
Victory Capital Management
Victory Capital Management
Texas
-$5.76M
5
ACM
Atlanta Capital Management
Georgia
-$3.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$338M -$9.51M -108,778 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$240M -$1.76M -20,120 -0.7%
AA
3
Ancora Advisors
Ohio
$156M +$2.44M +27,949 +2%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$113M -$1.92M -21,956 -2%
ACH
5
ArrowMark Colorado Holdings
Colorado
$103M -$700K -8,000 -0.6%
ClearBridge Investments
6
ClearBridge Investments
New York
$91.3M -$1.07M -12,237 -1%
State Street
7
State Street
Massachusetts
$81M -$1.01M -11,548 -1%
SAM
8
Silvercrest Asset Management
New York
$80.5M +$238K +2,724 +0.3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$80.5M -$1.68M -19,224 -2%
Victory Capital Management
10
Victory Capital Management
Texas
$59.5M -$5.76M -65,865 -8%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$55.4M -$915K -10,459 -2%
ACM
12
Atlanta Capital Management
Georgia
$49.8M -$3.8M -43,511 -7%
RA
13
Royce & Associates
New York
$38.6M -$3.7M -42,330 -8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$37.6M -$1.51M -17,223 -4%
CCMLC
15
Cardinal Capital Management LLC (Connecticut)
Connecticut
$34.3M +$2.51M +28,739 +7%
Northern Trust
16
Northern Trust
Illinois
$33.5M +$546K +6,245 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$27.2M -$1.14M -13,057 -4%
Norges Bank
18
Norges Bank
Norway
$23.3M +$1.32M +15,100 +6%
N
19
Nuveen
North Carolina
$23M -$1.53M -17,517 -6%
Charles Schwab
20
Charles Schwab
California
$22.9M +$94.4K +1,080 +0.4%
SAM
21
Scopus Asset Management
New York
$22.2M +$1.06M +12,177 +5%
JP Morgan Chase
22
JP Morgan Chase
New York
$21.3M -$1.83M -20,971 -8%
BTW
23
Boston Trust Walden
Massachusetts
$20.8M +$281K +3,211 +1%
EMFAT
24
Emerald Mutual Fund Advisers Trust
Pennsylvania
$19.7M – – –
TCM
25
Tributary Capital Management
Nebraska
$19.4M -$315K -3,598 -2%
1
2 3 4 5

FWRD Hedge Fund Activity: Q3 2021 in Review

215 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q3 2021, worth a combined $2.19B — down 8.1% from $2.38B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FWRD and 16 opened new positions — a net loss of 3 holders — while 93 trimmed existing stakes and 63 added.

The largest buyer was Schonfeld Strategic Advisors, opening a new position worth an estimated $10.4M. The largest seller was BlackRock, cutting an estimated $9.51M.

  • 215 institutional investors held Forward Air (FWRD) as of Q3 2021, down from 220 in Q2 2021.
  • Funds reported $2.19B of Forward Air stock for Q3 2021, down 8.1% quarter-over-quarter.
  • 16 funds opened new Forward Air positions in Q3 2021 and 19 closed out, a net change of -3 holders.
  • The largest Forward Air buyer in Q3 2021 was Schonfeld Strategic Advisors, an estimated $10.4M added.
  • The largest Forward Air seller in Q3 2021 was BlackRock, an estimated $9.51M sold.

Based on aggregated 13F filings for Q3 2021.