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Forward Air

246 hedge funds and large institutions have $2.46B invested in Forward Air in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 89 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

1.68% more ownership

Funds ownership: 97.81%99.48% (+1.7%)

7% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 89

0% more funds holding

Funds holding: 246246 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $2.57B → $2.46B (-$109M)

Holders
246
Holders Change
Holders Change %
0%
% of All Funds
4.14%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
95
Reduced
89
Closed
24
Calls
$634K
Puts
Net Calls
+$634K
Net Calls Change
+$861K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$373M -$6.02M -64,915 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$268M -$808K -8,716 -0.3%
ACH
3
ArrowMark Colorado Holdings
Colorado
$125M +$12.3M +132,345 +11%
AA
4
Ancora Advisors
Ohio
$124M -$166K -1,792 -0.1%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$122M +$3.87M +41,773 +3%
SAM
6
Silvercrest Asset Management
New York
$116M -$1.08M -11,700 -0.9%
ClearBridge Investments
7
ClearBridge Investments
New York
$101M +$94.1K +1,015 +0.1%
State Street
8
State Street
Massachusetts
$92.8M -$4.43M -47,754 -5%
RA
9
Royce & Associates
New York
$81M +$729K +7,866 +0.9%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$74M -$10.5M -113,586 -12%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$65.8M +$4.36M +47,048 +7%
Victory Capital Management
12
Victory Capital Management
Texas
$59.7M +$12.7M +136,609 +27%
ACM
13
Atlanta Capital Management
Georgia
$51.1M -$1.89M -20,345 -4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$43.9M -$360K -3,885 -0.8%
Morgan Stanley
15
Morgan Stanley
New York
$39.4M +$28.4M +306,429 +251%
Northern Trust
16
Northern Trust
Illinois
$33.2M -$298K -3,213 -0.9%
CCMLC
17
Cardinal Capital Management LLC (Connecticut)
Connecticut
$32.5M -$1.18M -12,762 -3%
Charles Schwab
18
Charles Schwab
California
$29.7M +$1.33M +14,390 +5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$26.5M -$449K -4,841 -2%
Deutsche Bank
20
Deutsche Bank
Germany
$25M +$23.6M +254,221 +1,463%
BTW
21
Boston Trust Walden
Massachusetts
$23.7M +$156K +1,683 +0.7%
Norges Bank
22
Norges Bank
Norway
$23.3M -$1.89M -20,353 -7%
N
23
Nuveen
North Carolina
$22.8M +$629K +6,784 +3%
JP Morgan Chase
24
JP Morgan Chase
New York
$20.9M +$719K +7,759 +4%
EA
25
Emerald Advisers
Pennsylvania
$19.4M -$1.48M -16,000 -7%

FWRD Hedge Fund Activity: Q2 2022 in Review

246 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q2 2022, worth a combined $2.46B — down 4.2% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FWRD positions and 24 closed out — a net gain of 5 holders — while 95 added to existing stakes and 89 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.4M. The largest seller was Driehaus Capital Management, cutting an estimated $22.1M.

  • 246 institutional investors held Forward Air (FWRD) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $2.46B of Forward Air stock for Q2 2022, down 4.2% quarter-over-quarter.
  • 29 funds opened new Forward Air positions in Q2 2022 and 24 closed out, a net change of +5 holders.
  • The largest Forward Air buyer in Q2 2022 was Morgan Stanley, an estimated $28.4M added.
  • The largest Forward Air seller in Q2 2022 was Driehaus Capital Management, an estimated $22.1M sold.

Based on aggregated 13F filings for Q2 2022.