We are live on ! Find out more
FOA icon

Finance of America Companies

47 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

220% more call options, than puts

Call options by funds: $352K | Put options by funds: $110K

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

4% more funds holding

Funds holding: 4547 (+2)

0.08% more ownership

Funds ownership: 5.81%5.89% (+0.08%)

13% less capital invested

Capital invested by funds: $65.2M → $56.9M (-$8.29M)

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.69%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
26
American International Group
New York
$29.2K -$113 -11 -0.4%
CFA
27
Capstone Financial Advisors
Illinois
$27.5K
CAC
28
Cowen and Company
New York
$27.5K
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$21.5K +$20K +1,950 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$21K +$9.86K +960 +104%
Wells Fargo
31
Wells Fargo
California
$17.9K +$3.33K +324 +25%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$16.3K
Citigroup
33
Citigroup
New York
$16K +$7.63K +743 +104%
State Board of Administration of Florida Retirement System
34
State Board of Administration of Florida Retirement System
Florida
$15.3K +$14.3K +1,388 New
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$13K
Invesco
36
Invesco
Georgia
$12.4K +$11.6K +1,132 New
WAM
37
Wolverine Asset Management
Illinois
$11.1K -$1.13K -110 -10%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$11K -$10.7K -1,040 -51%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$9.67K -$3.08K -300 -25%
TRCT
40
Tower Research Capital (TRC)
New York
$9.5K +$832 +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 -$647 -63 -24%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$1.3K -$1.05K -102 -46%
RWML
46
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.15K
SIS
47
Strategic Investment Solutions
Illinois
$110 -$6.37K -620 -98%
WCG
48
Weaver Consulting Group
California
-$58.9K -4,603 Closed
HF
49
HRT Financial
New York
-$20K -1,627 Closed
VF
50
Virtu Financial
New York
-$14K -1,108 Closed

FOA Hedge Fund Activity: Q4 2023 in Review

47 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q4 2023, worth a combined $56.9M — down 13% from $65.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FOA positions and 3 closed out — a net gain of 2 holders — while 18 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $293K. The largest seller was Weaver Consulting Group, exiting entirely with an estimated $58.9K sold.

  • 47 institutional investors held Finance of America Companies (FOA) as of Q4 2023, up from 45 in Q3 2023.
  • Funds reported $56.9M of Finance of America Companies stock for Q4 2023, down 13% quarter-over-quarter.
  • 5 funds opened new Finance of America Companies positions in Q4 2023 and 3 closed out, a net change of +2 holders.
  • The largest Finance of America Companies buyer in Q4 2023 was Morgan Stanley, an estimated $293K added.
  • The largest Finance of America Companies seller in Q4 2023 was Weaver Consulting Group, an estimated $58.9K sold.

Based on aggregated 13F filings for Q4 2023.