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Finance of America Companies

66 hedge funds and large institutions have $59.7M invested in Finance of America Companies in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 18

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

0% more funds holding

Funds holding: 6666 (0)

8.58% less ownership

Funds ownership: 14.74%6.15% (-8.6%)

12% less call options, than puts

Call options by funds: $191K | Put options by funds: $216K

78% less capital invested

Capital invested by funds: $268M → $59.7M (-$209M)

Holders
66
Holders Change
Holders Change %
0%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
29
Reduced
18
Closed
10
Calls
$191K
Puts
$216K
Net Calls
-$25K
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
51
Nisa Investment Advisors
Missouri
$5K
CG
52
Cutler Group
California
$5K +$554 +24 +7%
Legal & General Group
53
Legal & General Group
United Kingdom
$5K +$3.97K +172 +119%
AIP
54
Ameritas Investment Partners
Nebraska
$4K
UBS Group
55
UBS Group
Switzerland
$3K -$20.6K -893 -81%
Barclays
56
Barclays
United Kingdom
$3K -$15.9K -689 -78%
TWA
57
TCI Wealth Advisors
Arizona
$3K +$4.11K +178 New
Wells Fargo
58
Wells Fargo
California
$1K -$7.86K -340 -90%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$1K -$370 -16 -17%
EI
60
Ellevest Inc
New York
$1K +$1.39K +60 New
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$30 +$36.6K +1,586 New
AGM
62
Alpine Global Management
New York
-$3.13K -103,053 Closed
Marshall Wace
63
Marshall Wace
United Kingdom
-$474K -15,582 Closed
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
-$100K -4,341 Closed
PP
65
PDT Partners
New York
-$97K -3,198 Closed
FC
66
FCA Corp
Texas
-$91K -3,000 Closed
Two Sigma Investments
67
Two Sigma Investments
New York
-$66K -2,158 Closed
Jane Street
68
Jane Street
New York
-$45K -1,482 Closed
CAM
69
ClariVest Asset Management
California
-$6K -178 Closed
Allspring Global Investments
70
Allspring Global Investments
North Carolina
-$3K -128 Closed
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
-$2.08K -90 -80%
CAL
72
Capital Advisors Ltd
Ohio
-$2K -69 Closed
Fidelity Investments
73
Fidelity Investments
Massachusetts
-$786 -34 -62%
QCG
74
Quadrant Capital Group
Ohio
+$139 +6 New
CS
75
Credit Suisse
Switzerland
+$231 +10 New

FOA Hedge Fund Activity: Q2 2022 in Review

66 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q2 2022, worth a combined $59.7M — down 78% from $268M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FOA positions and 10 closed out — a net gain of 2 holders — while 29 added to existing stakes and 18 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $1.97M. The largest seller was Blackstone Inc, cutting an estimated $121M.

  • 66 institutional investors held Finance of America Companies (FOA) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $59.7M of Finance of America Companies stock for Q2 2022, down 78% quarter-over-quarter.
  • 12 funds opened new Finance of America Companies positions in Q2 2022 and 10 closed out, a net change of +2 holders.
  • The largest Finance of America Companies buyer in Q2 2022 was Adage Capital Partners, an estimated $1.97M added.
  • The largest Finance of America Companies seller in Q2 2022 was Blackstone Inc, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2022.