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Finance of America Companies

66 hedge funds and large institutions have $59.7M invested in Finance of America Companies in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 18

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

0% more funds holding

Funds holding: 6666 (0)

8.58% less ownership

Funds ownership: 14.74%6.15% (-8.6%)

12% less call options, than puts

Call options by funds: $191K | Put options by funds: $216K

78% less capital invested

Capital invested by funds: $268M → $59.7M (-$209M)

Holders
66
Holders Change
Holders Change %
0%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
29
Reduced
18
Closed
10
Calls
$191K
Puts
$216K
Net Calls
-$25K
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$51K +$2.13K +92 +3%
OQS
27
Occudo Quantitative Strategies
Florida
$46K -$22.1K -956 -25%
Goldman Sachs
28
Goldman Sachs
New York
$46K +$17.5K +757 +35%
Deutsche Bank
29
Deutsche Bank
Germany
$43K +$40.1K +1,736 +173%
CFA
30
Capstone Financial Advisors
Illinois
$39K +$23.1K +1,000 +67%
Bank of America
31
Bank of America
North Carolina
$39K +$44.3K +1,917 +317%
JP Morgan Chase
32
JP Morgan Chase
New York
$35K -$123K -5,325 -71%
SSA
33
Schonfeld Strategic Advisors
New York
$34K -$39.5K -1,710 -44%
WAM
34
Wolverine Asset Management
Illinois
$33K
Wolverine Trading
35
Wolverine Trading
Illinois
$29K -$14.1K -610 -25%
AIG
36
American International Group
New York
$29K +$21.1K +914 +101%
SG Americas Securities
37
SG Americas Securities
New York
$27K +$39.6K +1,713 New
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$26K +$19.3K +837 +102%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$23K -$832 -36 -2%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$23K
ECM
41
ExodusPoint Capital Management
New York
$23K +$34.4K +1,490 New
Citadel Advisors
42
Citadel Advisors
Florida
$18K +$27.2K +1,176 New
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$17K -$55.4K -2,396 -69%
Citigroup
44
Citigroup
New York
$16K +$5.24K +227 +29%
RJA
45
Raymond James & Associates
Florida
$16K +$23.3K +1,010 New
TRCT
46
Tower Research Capital (TRC)
New York
$14K +$12.8K +552 +170%
PCM
47
Penserra Capital Management
California
$11K +$4.64K +201 +40%
AB
48
Amalgamated Bank
New York
$6K +$4.07K +176 +79%
Group One Trading
49
Group One Trading
Illinois
$5K -$16.1K -698 -69%
Osaic Holdings
50
Osaic Holdings
Arizona
$5K -$4.62K -200 -40%

FOA Hedge Fund Activity: Q2 2022 in Review

66 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q2 2022, worth a combined $59.7M — down 78% from $268M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FOA positions and 10 closed out — a net gain of 2 holders — while 29 added to existing stakes and 18 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $1.97M. The largest seller was Blackstone Inc, cutting an estimated $121M.

  • 66 institutional investors held Finance of America Companies (FOA) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $59.7M of Finance of America Companies stock for Q2 2022, down 78% quarter-over-quarter.
  • 12 funds opened new Finance of America Companies positions in Q2 2022 and 10 closed out, a net change of +2 holders.
  • The largest Finance of America Companies buyer in Q2 2022 was Adage Capital Partners, an estimated $1.97M added.
  • The largest Finance of America Companies seller in Q2 2022 was Blackstone Inc, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2022.