FOA icon

Finance of America Companies
FOA

Overview Fund Activity

46 hedge funds and large institutions have $56.9M invested in Finance of America Companies in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
13
Closed
3
Calls
$352K
Puts
$110K
Net Calls
+$242K
Net Calls Change
+$184K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$434K
2
BlackRock
BlackRock
New York
$3.23M
3
HighTower Advisors
HighTower Advisors
Illinois
$107K
4
CLG
Cooperman Leon G
$6.6M
5
Barclays
Barclays
United Kingdom
$82K

Top Sellers

1
WCG
Weaver Consulting Group
California
$0
2
Goldman Sachs
Goldman Sachs
New York
$42.6K
3
Northern Trust
Northern Trust
Illinois
$493K
4
HF
HRT Financial
New York
$0
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$3.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
26
American International Group
New York
$29.2K -$121 -11 -0.4%
CAC
27
Cowen and Company
New York
$27.5K – – –
CFA
28
Capstone Financial Advisors
Illinois
$27.5K – – –
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$21.5K +$21.5K +1,950 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$21K +$10.7K +960 +104%
Wells Fargo
31
Wells Fargo
California
$17.9K +$3.56K +324 +25%
Citigroup
32
Citigroup
New York
$16K +$8.17K +743 +104%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$16K – – –
State Board of Administration of Florida Retirement System
34
State Board of Administration of Florida Retirement System
Florida
$15.3K +$15.3K +1,388 New
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$13K – – –
Invesco
36
Invesco
Georgia
$12.4K +$12.4K +1,132 New
WAM
37
Wolverine Asset Management
Illinois
$11.1K -$1.21K -110 -10%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$11K -$11.4K -1,040 -51%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$9.67K -$3.3K -300 -25%
TRCT
40
Tower Research Capital (TRC)
New York
$9.5K +$891 +81 +10%
Legal & General Group
41
Legal & General Group
United Kingdom
$5.56K – – –
AB
42
Amalgamated Bank
New York
$3K -$195 -19 -6%
AIP
43
Ameritas Investment Partners
Nebraska
$2.88K – – –
Citadel Advisors
44
Citadel Advisors
Florida
$2.16K -$692 -63 -24%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$1.3K -$1.12K -102 -46%
SIS
46
Strategic Investment Solutions
Illinois
$110 -$6.82K -620 -98%
WCG
47
Weaver Consulting Group
California
– -$58.9K -4,603 Closed
HF
48
HRT Financial
New York
– -$20K -1,627 Closed
VF
49
Virtu Financial
New York
– -$14K -1,108 Closed
1
2