We are live on ! Find out more
FOA icon

Finance of America Companies

51 hedge funds and large institutions have $24.7M invested in Finance of America Companies in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

9% more funds holding

Funds holding: 4751 (+4)

0.28% less ownership

Funds ownership: 5.32%5.04% (-0.28%)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

35% less capital invested

Capital invested by funds: $37.7M → $24.7M (-$13.1M)

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
10
Reduced
15
Closed
16
Calls
$1.28M
Puts
Net Calls
+$1.28M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
26
Paloma Partners
Connecticut
$20.2K +$24.9K +4,089 New
Stifel Financial
27
Stifel Financial
Missouri
$19.4K -$43 -7 -0.2%
Mirae Asset Global ETFs Holdings
28
Mirae Asset Global ETFs Holdings
Hong Kong
$13.6K +$16.9K +2,766 New
TRCT
29
Tower Research Capital (TRC)
New York
$12.7K +$5.87K +962 +59%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$11.3K +$14K +2,293 New
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$9.47K -$31.7K -5,194 -73%
Barclays
32
Barclays
United Kingdom
$9.08K -$12.2K -1,998 -52%
PD
33
Point72 (DIFC)
United Arab Emirates
$8.07K +$9.98K +1,637 New
XT
34
XTX Topco
Cayman Islands
$7.87K +$9.73K +1,596 New
SWP
35
Stratos Wealth Partners
Ohio
$7.64K +$1.83K +300 +24%
CFM
36
Catalyst Funds Management
Australia
$6.75K +$8.36K +1,370 New
Bank of New York Mellon
37
Bank of New York Mellon
New York
$6.71K -$89.5K -14,682 -92%
CAC
38
Cowen and Company
New York
$6.48K -$7.23K -1,185 -47%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$6.2K +$7.67K +1,257 New
CSS
40
Cubist Systematic Strategies
Connecticut
$5.94K +$7.35K +1,205 New
JP Morgan Chase
41
JP Morgan Chase
New York
$5.71K -$39.5K -6,476 -85%
GSC
42
Ground Swell Capital
South Carolina
$5.22K +$6.46K +1,060 New
WAM
43
Wolverine Asset Management
Illinois
$4.95K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$4.93K
Bank of America
45
Bank of America
North Carolina
$4.83K -$19.6K -3,220 -77%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$3K +$2.69K +441 +361%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$3K +$2.13K +349 +135%
Macquarie Group
48
Macquarie Group
Australia
$1.34K +$1.66K +272 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.03K +169 +16,900%
IA
50
IFP Advisors
Florida
$89 +$110 +18 New

FOA Hedge Fund Activity: Q2 2024 in Review

51 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q2 2024, worth a combined $24.7M — down 35% from $37.7M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FOA positions and 16 closed out — a net gain of 4 holders — while 10 added to existing stakes and 15 trimmed.

The largest buyer was RBF Capital, opening a new position worth an estimated $572K. The largest seller was BlackRock, cutting an estimated $1.61M.

  • 51 institutional investors held Finance of America Companies (FOA) as of Q2 2024, up from 47 in Q1 2024.
  • Funds reported $24.7M of Finance of America Companies stock for Q2 2024, down 35% quarter-over-quarter.
  • 20 funds opened new Finance of America Companies positions in Q2 2024 and 16 closed out, a net change of +4 holders.
  • The largest Finance of America Companies buyer in Q2 2024 was RBF Capital, an estimated $572K added.
  • The largest Finance of America Companies seller in Q2 2024 was BlackRock, an estimated $1.61M sold.

Based on aggregated 13F filings for Q2 2024.