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Forward Air

210 hedge funds and large institutions have $1.07B invested in Forward Air in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 66 increasing their positions, 62 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

6% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 62

1% more funds holding

Funds holding: 208210 (+2)

4.45% less ownership

Funds ownership: 119%114.55% (-4.5%)

8% less capital invested

Capital invested by funds: $1.17B → $1.07B (-$96.8M)

15% less call options, than puts

Call options by funds: $22.4M | Put options by funds: $26.5M

Holders
210
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
2.77%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
40
Increased
66
Reduced
62
Closed
36
Calls
$22.4M
Puts
$26.5M
Net Calls
-$4.09M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1
Clearlake Capital Group
California
$123M
BlackRock
2
BlackRock
New York
$112M +$5.04M +144,449 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$65.9M -$677K -19,408 -0.9%
RPM
4
Ridgemont Partners Management
North Carolina
$61.6M
LC
5
Littlejohn & Co
Connecticut
$53.4M -$384K -11,006 -0.7%
MP
6
MFN Partners
Massachusetts
$41.6M
ICM
7
Irenic Capital Management
New York
$39.7M
State Street
8
State Street
Massachusetts
$32.3M +$2.07M +59,198 +6%
PMG
9
Private Management Group
California
$31.2M -$1.71M -48,877 -5%
AA
10
Ancora Advisors
Ohio
$30.8M -$5.96M -170,616 -15%
Morgan Stanley
11
Morgan Stanley
New York
$24.9M -$1.95M -55,751 -7%
Charles Schwab
12
Charles Schwab
California
$24.4M +$2.79M +79,960 +12%
PA
13
Paralel Advisors
Colorado
$24.2M
GAM
14
Goldentree Asset Management
New York
$22.9M +$10.8M +308,619 +76%
AFCM
15
Alta Fox Capital Management
Texas
$22.3M -$3.66M -104,948 -13%
JGC
16
J. Goldman & Co
New York
$21.8M -$2.66M -76,225 -10%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$17.8M -$108K -3,085 -0.6%
Point72 Asset Management
18
Point72 Asset Management
Connecticut
$15M +$15M +428,600 +1,225%
UBS Group
19
UBS Group
Switzerland
$14.7M +$13.8M +394,424 +657%
Bank of America
20
Bank of America
North Carolina
$12.5M -$6.98M -199,846 -34%
PCM
21
Penn Capital Management
Pennsylvania
$12.3M +$2.02M +57,854 +18%
Goldman Sachs
22
Goldman Sachs
New York
$12M -$4.1M -117,344 -24%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$11.1M +$12.1M +345,411 New
OFCM
24
One Fin Capital Management
California
$10.8M
Northern Trust
25
Northern Trust
Illinois
$9.52M +$1.52M +43,567 +17%

FWRD Hedge Fund Activity: Q4 2024 in Review

210 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Forward Air (FWRD) for Q4 2024, worth a combined $1.07B — down 8.3% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FWRD positions and 36 closed out — a net gain of 4 holders — while 66 added to existing stakes and 62 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $15M. The largest seller was Scopus Asset Management, exiting entirely with an estimated $46M sold.

  • 210 institutional investors held Forward Air (FWRD) as of Q4 2024, up from 208 in Q3 2024.
  • Funds reported $1.07B of Forward Air stock for Q4 2024, down 8.3% quarter-over-quarter.
  • 40 funds opened new Forward Air positions in Q4 2024 and 36 closed out, a net change of +4 holders.
  • The largest Forward Air buyer in Q4 2024 was Point72 Asset Management, an estimated $15M added.
  • The largest Forward Air seller in Q4 2024 was Scopus Asset Management, an estimated $46M sold.

Based on aggregated 13F filings for Q4 2024.