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Finance of America Companies

55 hedge funds and large institutions have $56.6M invested in Finance of America Companies in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $169K | Put options by funds: $146K

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

0.02% less ownership

Funds ownership: 6.15%6.14% (-0.02%)

5% less capital invested

Capital invested by funds: $59.7M → $56.6M (-$3.07M)

17% less funds holding

Funds holding: 6655 (-11)

65% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 17

Holders
55
Holders Change
-11
Holders Change %
-16.67%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
20
Reduced
19
Closed
17
Calls
$169K
Puts
$146K
Net Calls
+$23K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$42K +$4.94K +312 +12%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$42K +$45.3K +2,858 New
Goldman Sachs
28
Goldman Sachs
New York
$37K -$6.86K -433 -15%
Deutsche Bank
29
Deutsche Bank
Germany
$37K -$4.1K -259 -9%
CFA
30
Capstone Financial Advisors
Illinois
$37K
SSA
31
Schonfeld Strategic Advisors
New York
$32K -$317 -20 -0.9%
JP Morgan Chase
32
JP Morgan Chase
New York
$32K
Squarepoint
33
Squarepoint
New York
$31K +$33.4K +2,107 New
WAM
34
Wolverine Asset Management
Illinois
$30K -$633 -40 -2%
AIG
35
American International Group
New York
$27K +$412 +26 +1%
SG Americas Securities
36
SG Americas Securities
New York
$26K +$1.12K +71 +4%
VF
37
Virtu Financial
New York
$26K +$28.3K +1,789 New
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$23K -$2.03K -128 -8%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$22K +$269 +17 +1%
Wolverine Trading
40
Wolverine Trading
Illinois
$20K -$6.4K -404 -22%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$15K -$7.17K -453 -31%
Citigroup
42
Citigroup
New York
$14K -$1.01K -64 -6%
TRCT
43
Tower Research Capital (TRC)
New York
$11K -$2.12K -134 -15%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$7.45K +$7.96K +503 New
AB
45
Amalgamated Bank
New York
$6K
Legal & General Group
46
Legal & General Group
United Kingdom
$5K
Fidelity Investments
47
Fidelity Investments
Massachusetts
$4K +$4.18K +264 +1,257%
AIP
48
Ameritas Investment Partners
Nebraska
$3K
UBS Group
49
UBS Group
Switzerland
$3K
Barclays
50
Barclays
United Kingdom
$2K -$475 -30 -15%

FOA Hedge Fund Activity: Q3 2022 in Review

55 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q3 2022, worth a combined $56.6M — down 5.1% from $59.7M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FOA and 6 opened new positions — a net loss of 11 holders — while 19 trimmed existing stakes and 20 added.

The largest buyer was Vanguard Group, adding an estimated $1.63M. The largest seller was Hawkeye Capital Management, exiting entirely with an estimated $625K sold.

  • 55 institutional investors held Finance of America Companies (FOA) as of Q3 2022, down from 66 in Q2 2022.
  • Funds reported $56.6M of Finance of America Companies stock for Q3 2022, down 5.1% quarter-over-quarter.
  • 6 funds opened new Finance of America Companies positions in Q3 2022 and 17 closed out, a net change of -11 holders.
  • The largest Finance of America Companies buyer in Q3 2022 was Vanguard Group, an estimated $1.63M added.
  • The largest Finance of America Companies seller in Q3 2022 was Hawkeye Capital Management, an estimated $625K sold.

Based on aggregated 13F filings for Q3 2022.