Forward Air
FWRD
274 hedge funds and large institutions have $2.64B invested in Forward Air in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 93 increasing their positions, 92 reducing their positions, and 17 closing their positions.
188% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 17
21% more call options, than puts
Call options by funds: $850K | Put options by funds: $702K
11% more funds holding
Funds holding: 246 → 274 (+28)
9% more capital invested
Capital invested by funds: $2.41B → $2.64B (+$224M)
1% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 92
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less ownership
Funds ownership: 99.53% → 94.53% (-5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$39.3M |
| 2 |
Morgan Stanley
New York
|
+$37.7M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$23.8M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$20.6M |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$67.2M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$25.1M |
| 3 |
Millennium Management
New York
|
-$24.8M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$19.7M |
| 5 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
-$16M |
FWRD Hedge Fund Activity: Q4 2022 in Review
274 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2022, worth a combined $2.64B — up 9.3% from $2.41B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new FWRD positions and 17 closed out — a net gain of 32 holders — while 93 added to existing stakes and 92 trimmed.
The largest buyer was Ameriprise, adding an estimated $39.3M. The largest seller was Ancora Advisors, cutting an estimated $67.2M.
- 274 institutional investors held Forward Air (FWRD) as of Q4 2022, up from 246 in Q3 2022.
- Funds reported $2.64B of Forward Air stock for Q4 2022, up 9.3% quarter-over-quarter.
- 49 funds opened new Forward Air positions in Q4 2022 and 17 closed out, a net change of +32 holders.
- The largest Forward Air buyer in Q4 2022 was Ameriprise, an estimated $39.3M added.
- The largest Forward Air seller in Q4 2022 was Ancora Advisors, an estimated $67.2M sold.
Based on aggregated 13F filings for Q4 2022.