Forward Air
FWRD
247 hedge funds and large institutions have $2.41B invested in Forward Air in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 104 increasing their positions, 81 reducing their positions, and 20 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
28% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 81
20% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 20
2% more call options, than puts
Call options by funds: $9.94M | Put options by funds: $9.74M
0% more funds holding
Funds holding: 246 → 247 (+1)
0.08% more ownership
Funds ownership: 99.48% → 99.57% (+0.08%)
2% less capital invested
Capital invested by funds: $2.46B → $2.41B (-$49.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$31.3M |
| 2 |
Millennium Management
New York
|
+$20.1M |
| 3 |
BlackRock
New York
|
+$11.2M |
| 4 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$8.25M |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
+$5.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$68.1M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$25.4M |
| 3 |
JP Morgan Chase
New York
|
-$7.25M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$6.63M |
| 5 |
SAM
Silvercrest Asset Management
New York
|
-$5.14M |
FWRD Hedge Fund Activity: Q3 2022 in Review
247 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q3 2022, worth a combined $2.41B — down 2% from $2.46B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FWRD positions and 20 closed out — a net gain of 4 holders — while 104 added to existing stakes and 81 trimmed.
The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $31.3M. The largest seller was Ancora Advisors, cutting an estimated $68.1M.
- 247 institutional investors held Forward Air (FWRD) as of Q3 2022, up from 246 in Q2 2022.
- Funds reported $2.41B of Forward Air stock for Q3 2022, down 2% quarter-over-quarter.
- 24 funds opened new Forward Air positions in Q3 2022 and 20 closed out, a net change of +4 holders.
- The largest Forward Air buyer in Q3 2022 was Assenagon Asset Management, an estimated $31.3M added.
- The largest Forward Air seller in Q3 2022 was Ancora Advisors, an estimated $68.1M sold.
Based on aggregated 13F filings for Q3 2022.