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Finance of America Companies
FOA

Overview Fund Activity

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.

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

Top Buyers

1
BlackRock
1
BlackRock
New York
$5.17M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$1.66M
3
State Street
3
State Street
Massachusetts
$1.46M
4
RhumbLine Advisers
4
RhumbLine Advisers
Massachusetts
$389K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.05M

Top Sellers

1
Blackstone Inc
1
Blackstone Inc
New York
$61.4M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$6.5M
3
ZA
3
Zazove Associates
Nevada
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$480K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$50.2K
Name Market Value Shares Shares
Change 		Shares
Change %
CAC
26
Cowen and Company
New York
$47.8K 25,000 -3,599 -13%
CFA
27
Capstone Financial Advisors
Illinois
$47.8K 25,000 – –
VOYA Investment Management
28
VOYA Investment Management
Georgia
$44.1K 23,100 +23,100 New
Citigroup
29
Citigroup
New York
$44K 23,047 +16,652 +260%
Wells Fargo
30
Wells Fargo
California
$38.7K 20,247 +13,300 +191%
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$33.9K 17,773 +3,191 +22%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$28K 14,850 – –
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$23K 11,748 +11,748 New
WAM
34
Wolverine Asset Management
Illinois
$21.3K 11,150 -1,500 -12%
Barclays
35
Barclays
United Kingdom
$21K 10,717 -9,940 -48%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$19.1K 10,000 – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$13K 6,546 +4,352 +198%
TRCT
38
Tower Research Capital (TRC)
New York
$9.79K 5,127 -13,543 -73%
Legal & General Group
39
Legal & General Group
United Kingdom
$9.56K 5,007 +1,852 +59%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$9.04K 4,735 +3,498 +283%
AB
41
Amalgamated Bank
New York
$6K 3,117 – –
AIP
42
Ameritas Investment Partners
Nebraska
$5K 2,618 – –
CAL
43
Capital Advisors Ltd
Ohio
$3K 1,423 +1,423 New
Citadel Advisors
44
Citadel Advisors
Florida
$2.24K 1,174 +1,174 New
SIS
45
Strategic Investment Solutions
Illinois
$149 100 – –
ZA
46
Zazove Associates
Nevada
– – -106,144 Closed
Jane Street
47
Jane Street
New York
– – -18,188 Closed
ICM
48
Ionic Capital Management
New York
– – -15,067 Closed
SG Americas Securities
49
SG Americas Securities
New York
– – -14,159 Closed
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
– – -13,135 Closed
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