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Finance of America Companies

23 hedge funds and large institutions have $55.9M invested in Finance of America Companies in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more capital invested

Capital invested by funds: $24.7M → $55.9M (+$31.2M)

43.59% more ownership

Funds ownership: 5.04%48.64% (+44%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

55% less funds holding

Funds holding: 5123 (-28)

88% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 32

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $15K

Holders
23
Holders Change
-28
Holders Change %
-54.9%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
9
Closed
32
Calls
Puts
$15K
Net Calls
-$15K
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
-$202K -40,900 Closed
YIH
27
Y-Intercept (HK)
Hong Kong
-$125K -25,366 Closed
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
-$123K -24,980 Closed
Jane Street
29
Jane Street
New York
-$100K -20,320 Closed
Citadel Advisors
30
Citadel Advisors
Florida
-$61.9K -12,556 Closed
CC
31
Centiva Capital
New York
-$54.5K -11,060 Closed
HighTower Advisors
32
HighTower Advisors
Illinois
-$48K -9,753 Closed
State Street
33
State Street
Massachusetts
-$45.9K -9,305 Closed
PAS
34
Point72 Asia (Singapore)
Singapore
-$42.7K -8,663 Closed
AQR Capital Management
35
AQR Capital Management
Connecticut
-$41.3K -8,370 Closed
CBA
36
Coastal Bridge Advisors
Connecticut
-$22.5K -4,572 Closed
PP
37
Paloma Partners
Connecticut
-$20.2K -4,089 Closed
Stifel Financial
38
Stifel Financial
Missouri
-$19.4K -3,933 Closed
Mirae Asset Global ETFs Holdings
39
Mirae Asset Global ETFs Holdings
Hong Kong
-$13.6K -2,766 Closed
Russell Investments Group
40
Russell Investments Group
United Kingdom
-$11.3K -2,293 Closed
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
-$9.47K -1,922 Closed
Barclays
42
Barclays
United Kingdom
-$9.08K -1,843 Closed
PD
43
Point72 (DIFC)
United Arab Emirates
-$8.07K -1,637 Closed
XT
44
XTX Topco
Cayman Islands
-$7.87K -1,596 Closed
SWP
45
Stratos Wealth Partners
Ohio
-$7.64K -1,550 Closed
Bank of New York Mellon
46
Bank of New York Mellon
New York
-$6.71K -1,360 Closed
CAC
47
Cowen and Company
New York
-$6.48K -1,315 Closed
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
-$6.2K -1,257 Closed
CSS
49
Cubist Systematic Strategies
Connecticut
-$5.94K -1,205 Closed
GSC
50
Ground Swell Capital
South Carolina
-$5.22K -1,060 Closed

FOA Hedge Fund Activity: Q3 2024 in Review

23 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q3 2024, worth a combined $55.9M — up 127% from $24.7M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of FOA and 4 opened new positions — a net loss of 28 holders — while 9 trimmed existing stakes and 8 added.

The largest buyer was Cooperman Leon G, adding an estimated $3.1M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $1.65M sold.

  • 23 institutional investors held Finance of America Companies (FOA) as of Q3 2024, down from 51 in Q2 2024.
  • Funds reported $55.9M of Finance of America Companies stock for Q3 2024, up 127% quarter-over-quarter.
  • 4 funds opened new Finance of America Companies positions in Q3 2024 and 32 closed out, a net change of -28 holders.
  • The largest Finance of America Companies buyer in Q3 2024 was Cooperman Leon G, an estimated $3.1M added.
  • The largest Finance of America Companies seller in Q3 2024 was Adage Capital Partners, an estimated $1.65M sold.

Based on aggregated 13F filings for Q3 2024.