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Forward Air
FWRD

240 hedge funds and large institutions have $3.19B invested in Forward Air in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 73 increasing their positions, 90 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $2.5M | Put options by funds: $750K

171% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 17

45% more capital invested

Capital invested by funds: $2.19B → $3.19B (+$997M)

12% more funds holding

Funds holding: 215 → 240 (+25)

0.44% more ownership

Funds ownership: 97.41% → 97.84% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

19% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 90

Holders
240
Holders Change
+25
Holders Change %
+11.63%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
46
Increased
73
Reduced
90
Closed
17
Calls
$2.5M
Puts
$750K
Net Calls
+$1.75M
Net Calls Change
+$889K

Top Buyers

1
DCM
Driehaus Capital Management
Illinois
+$33M
2
SAM
Silvercrest Asset Management
New York
+$31.5M
3
RA
Royce & Associates
New York
+$21.7M
4
UBS AM
UBS AM
Illinois
+$15M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$6.97M

Top Sellers

1
AA
Ancora Advisors
Ohio
-$39.8M
2
SAM
Scopus Asset Management
New York
-$22.2M
3
Victory Capital Management
Victory Capital Management
Texas
-$14.1M
4
SSA
Schonfeld Strategic Advisors
New York
-$9.9M
5
Deutsche Bank
Deutsche Bank
Germany
-$9.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$494M +$949K +9,279 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$350M +$263K +2,570 +0.1%
AA
3
Ancora Advisors
Ohio
$180M -$39.8M -388,848 -21%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$160M -$4.42M -43,227 -3%
SAM
5
Silvercrest Asset Management
New York
$154M +$31.5M +307,392 +32%
ACH
6
ArrowMark Colorado Holdings
Colorado
$150M +$58K +567 +0%
ClearBridge Investments
7
ClearBridge Investments
New York
$133M +$218K +2,134 +0.2%
State Street
8
State Street
Massachusetts
$119M +$938K +9,163 +0.9%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$113M -$4.1M -40,058 -4%
RA
10
Royce & Associates
New York
$82.1M +$21.7M +212,495 +46%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$80.9M +$128K +1,254 +0.2%
ACM
12
Atlanta Capital Management
Georgia
$70.5M -$1.83M -17,855 -3%
Victory Capital Management
13
Victory Capital Management
Texas
$70.1M -$14.1M -137,409 -19%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$57.1M +$1.94M +18,937 +4%
CCMLC
15
Cardinal Capital Management LLC (Connecticut)
Connecticut
$48.3M -$1.45M -14,186 -3%
Northern Trust
16
Northern Trust
Illinois
$46.3M -$2.1M -20,498 -5%
DCM
17
Driehaus Capital Management
Illinois
$39.1M +$33M +322,961 New
EMFAT
18
Emerald Mutual Fund Advisers Trust
Pennsylvania
$37M +$6.97M +68,080 +29%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$36.7M -$2.48M -24,244 -7%
EA
20
Emerald Advisers
Pennsylvania
$35.9M +$6.74M +65,875 +29%
Charles Schwab
21
Charles Schwab
California
$33.9M +$464K +4,537 +2%
Norges Bank
22
Norges Bank
Norway
$32.1M -$1.55M -15,100 -5%
BTW
23
Boston Trust Walden
Massachusetts
$30.3M +$30.9K +302 +0.1%
N
24
Nuveen
North Carolina
$28.7M -$2.15M -21,016 -8%
JP Morgan Chase
25
JP Morgan Chase
New York
$26.4M -$4.03M -39,398 -15%
1
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FWRD Hedge Fund Activity: Q4 2021 in Review

240 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2021, worth a combined $3.19B — up 45% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FWRD positions and 17 closed out — a net gain of 29 holders — while 73 added to existing stakes and 90 trimmed.

The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $33M. The largest seller was Ancora Advisors, cutting an estimated $39.8M.

  • 240 institutional investors held Forward Air (FWRD) as of Q4 2021, up from 215 in Q3 2021.
  • Funds reported $3.19B of Forward Air stock for Q4 2021, up 45% quarter-over-quarter.
  • 46 funds opened new Forward Air positions in Q4 2021 and 17 closed out, a net change of +29 holders.
  • The largest Forward Air buyer in Q4 2021 was Driehaus Capital Management, an estimated $33M added.
  • The largest Forward Air seller in Q4 2021 was Ancora Advisors, an estimated $39.8M sold.

Based on aggregated 13F filings for Q4 2021.