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Forward Air
FWRD

Overview Fund Activity

191 hedge funds and large institutions have $636M invested in Forward Air in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 75 increasing their positions, 58 reducing their positions, and 75 closing their positions.

Holders
191
Holders Change
-34
Holders Change %
-15.11%
% of All Funds
2.78%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
42
Increased
75
Reduced
58
Closed
75
Calls
$6.92M
Puts
$14.8M
Net Calls
-$7.9M
Net Calls Change
+$13.2M

Top Buyers

1
CCG
1
Clearlake Capital Group
California
$72.8M
2
LC
2
Littlejohn & Co
Connecticut
$42.6M
3
RPM
3
Ridgemont Partners Management
North Carolina
$36.4M
4
ICM
4
Irenic Capital Management
New York
$20.3M
5
AA
5
Ancora Advisors
Ohio
$18.3M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$47.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$16M
4
Man Group
4
Man Group
United Kingdom
$0
5
Invesco
5
Invesco
Georgia
$5.02M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$86.2M 4,529,445 -155,533 -3%
CCG
2
Clearlake Capital Group
California
$72.8M 3,825,000 +2,747,994 +255%
Vanguard Group
3
Vanguard Group
Pennsylvania
$47.4M 2,489,101 -918,696 -27%
LC
4
Littlejohn & Co
Connecticut
$42.6M 2,239,709 +2,239,709 New
RPM
5
Ridgemont Partners Management
North Carolina
$36.4M 1,910,615 +1,210,006 +173%
PMG
6
Private Management Group
California
$25.5M 1,336,687 +339,982 +34%
State Street
7
State Street
Massachusetts
$22.6M 1,189,406 -64,220 -5%
ICM
8
Irenic Capital Management
New York
$20.3M 1,068,239 +1,068,239 New
AA
9
Ancora Advisors
Ohio
$18.3M 962,330 +962,330 New
MP
10
MFN Partners
Massachusetts
$17.2M 903,777 +903,777 New
Morgan Stanley
11
Morgan Stanley
New York
$16M 842,147 -672,012 -44%
PA
12
Paralel Advisors
Colorado
$14.3M 750,000 +240,000 +47%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$13.7M 718,407 +36,113 +5%
Bank of America
14
Bank of America
North Carolina
$13.2M 694,880 +534,543 +333%
Federated Hermes
15
Federated Hermes
Pennsylvania
$13M 680,929 +597,120 +712%
Charles Schwab
16
Charles Schwab
California
$12.3M 647,214 +203,781 +46%
Goldman Sachs
17
Goldman Sachs
New York
$10.2M 533,689 +333,205 +166%
Two Sigma Investments
18
Two Sigma Investments
New York
$8.58M 450,661 +408,678 +973%
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$7.09M 372,500 +355,700 +2,117%
HF
20
HRT Financial
New York
$6.58M 345,383 +345,383 New
OFCM
21
One Fin Capital Management
California
$6.39M 335,813 +335,813 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$5.53M 290,605 -31,846 -10%
Northern Trust
23
Northern Trust
Illinois
$5.48M 287,655 -5,499 -2%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$5.18M 272,000 +191,500 +238%
Invesco
25
Invesco
Georgia
$5.02M 263,456 -555,233 -68%
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