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Finance of America Companies
FOA

Overview Fund Activity

46 hedge funds and large institutions have $61.6M invested in Finance of America Companies in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
13
Closed
7
Calls
$84K
Puts
$5K
Net Calls
+$79K
Net Calls Change
-$46K

Top Buyers

1
Blackstone Inc
1
Blackstone Inc
New York
$40.3M
2
CLG
2
Cooperman Leon G
$7.26M
3
LFCM
3
Long Focus Capital Management
Puerto Rico
$1.34M
4
WCG
4
Weaver Consulting Group
California
$57.1K
5
Morgan Stanley
5
Morgan Stanley
New York
$117K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
BlackRock
3
BlackRock
New York
$2.19M
4
Northern Trust
4
Northern Trust
Illinois
$466K
5
Bank of America
5
Bank of America
North Carolina
$61.9K
Name Market Value Shares Shares
Change 		Shares
Change %
AIG
26
American International Group
New York
$23.5K 18,930 +377 +2%
TRCT
27
Tower Research Capital (TRC)
New York
$23K 18,670 +10,669 +133%
Jane Street
28
Jane Street
New York
$22.6K 18,188 -9,513 -34%
Goldman Sachs
29
Goldman Sachs
New York
$22K 17,703 -12,546 -41%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$19.3K 13,135 +13,135 New
ICM
31
Ionic Capital Management
New York
$18.7K 15,067 +688 +5%
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$18.1K 14,582 -1,076 -7%
SG Americas Securities
33
SG Americas Securities
New York
$18K 14,159 -2,320 -14%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$18K 14,850 – –
UBS Group
35
UBS Group
Switzerland
$18K 14,500 +1,860 +15%
WAM
36
Wolverine Asset Management
Illinois
$15.7K 12,650 -3,000 -19%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$12.4K 10,000 – –
Wells Fargo
38
Wells Fargo
California
$8.61K 6,947 +6,947 New
Citigroup
39
Citigroup
New York
$7.93K 6,395 -264 -4%
AB
40
Amalgamated Bank
New York
$4K 3,117 -876 -22%
Legal & General Group
41
Legal & General Group
United Kingdom
$3.91K 3,155 – –
AIP
42
Ameritas Investment Partners
Nebraska
$3.25K 2,618 – –
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$3K 2,194 -3,688 -63%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$1.53K 1,237 +19 +2%
SIS
45
Strategic Investment Solutions
Illinois
$124 100 +100 New
Millennium Management
46
Millennium Management
New York
– – -500,000 Closed
RJFSA
47
Raymond James Financial Services Advisors
Florida
– – -110,473 Closed
Wolverine Trading
48
Wolverine Trading
Illinois
– – -10,858 Closed
EI
49
Ellevest Inc
New York
– – -512 Closed
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
– – -127 Closed
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