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Finance of America Companies

45 hedge funds and large institutions have $97.6M invested in Finance of America Companies in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $818K | Put options by funds: $201K

156% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 9

59% more capital invested

Capital invested by funds: $61.6M → $97.6M (+$36.1M)

2.04% less ownership

Funds ownership: 7.88%5.85% (-2%)

2% less funds holding

Funds holding: 4645 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
9
Closed
6
Calls
$818K
Puts
$201K
Net Calls
+$617K
Net Calls Change
+$538K
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
26
Cowen and Company
New York
$47.8K -$6.04K -360 -13%
CFA
27
Capstone Financial Advisors
Illinois
$47.8K
VOYA Investment Management
28
VOYA Investment Management
Georgia
$44.1K +$38.7K +2,310 New
Citigroup
29
Citigroup
New York
$44K +$27.9K +1,665 +260%
Wells Fargo
30
Wells Fargo
California
$38.7K +$22.3K +1,330 +191%
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$33.9K +$5.35K +319 +22%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$28.4K
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$23K +$19.7K +1,175 New
WAM
34
Wolverine Asset Management
Illinois
$21.3K -$2.52K -150 -12%
Barclays
35
Barclays
United Kingdom
$20.5K -$16.7K -994 -48%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$19.1K
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$13K +$7.31K +436 +199%
TRCT
38
Tower Research Capital (TRC)
New York
$9.79K -$22.7K -1,354 -73%
Legal & General Group
39
Legal & General Group
United Kingdom
$9.56K +$3.1K +185 +59%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$9.04K +$5.87K +350 +282%
AB
41
Amalgamated Bank
New York
$6K
AIP
42
Ameritas Investment Partners
Nebraska
$5K
CAL
43
Capital Advisors Ltd
Ohio
$3K +$2.38K +142 New
Citadel Advisors
44
Citadel Advisors
Florida
$2.24K +$1.96K +117 New
SIS
45
Strategic Investment Solutions
Illinois
$149
ZA
46
Zazove Associates
Nevada
-$132K -10,614 Closed
Jane Street
47
Jane Street
New York
-$22.6K -1,819 Closed
ICM
48
Ionic Capital Management
New York
-$25.3K -1,507 Closed
SG Americas Securities
49
SG Americas Securities
New York
-$18K -1,416 Closed
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
-$19.3K -1,314 Closed

FOA Hedge Fund Activity: Q2 2023 in Review

45 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q2 2023, worth a combined $97.6M — up 59% from $61.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FOA and 5 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 23 added.

The largest buyer was BlackRock, adding an estimated $1.58M. The largest seller was Blackstone Inc, cutting an estimated $571K.

  • 45 institutional investors held Finance of America Companies (FOA) as of Q2 2023, down from 46 in Q1 2023.
  • Funds reported $97.6M of Finance of America Companies stock for Q2 2023, up 59% quarter-over-quarter.
  • 5 funds opened new Finance of America Companies positions in Q2 2023 and 6 closed out, a net change of -1 holder.
  • The largest Finance of America Companies buyer in Q2 2023 was BlackRock, an estimated $1.58M added.
  • The largest Finance of America Companies seller in Q2 2023 was Blackstone Inc, an estimated $571K sold.

Based on aggregated 13F filings for Q2 2023.