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Finance of America Companies
FOA

Overview Fund Activity

55 hedge funds and large institutions have $56.6M invested in Finance of America Companies in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 17 closing their positions.

Holders
55
Holders Change
-11
Holders Change %
-16.67%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
19
Closed
17
Calls
$169K
Puts
$146K
Net Calls
+$23K
Net Calls Change
+$48K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3M
2
Millennium Management
2
Millennium Management
New York
$589K
3
LFCM
3
Long Focus Capital Management
Puerto Rico
$1.25M
4
Northern Trust
4
Northern Trust
Illinois
$584K
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$786K

Top Sellers

1
HCM
1
Hawkeye Capital Management
Florida
$0
2
EC
2
EJF Capital
Virginia
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$91K
4
CAC
4
Cowen and Company
New York
$45K
5
Blackstone Inc
5
Blackstone Inc
New York
$32.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$1K 472 +254 +117%
AIP
52
Almanack Investment Partners
Pennsylvania
$1K 784 +784 New
HCM
53
Hawkeye Capital Management
Florida
– – -398,388 Closed
KCM
54
Kawa Capital Management
Florida
– – -381,222 Closed
EC
55
EJF Capital
Virginia
– – -351,377 Closed
First Trust Advisors
56
First Trust Advisors
Illinois
– – -32,549 Closed
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
– – -15,858 Closed
ECM
58
ExodusPoint Capital Management
New York
– – -14,900 Closed
Citadel Advisors
59
Citadel Advisors
Florida
– – -11,758 Closed
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
– – -10,671 Closed
RJA
61
Raymond James & Associates
Florida
– – -10,100 Closed
PCM
62
Penserra Capital Management
California
– – -7,065 Closed
CG
63
Cutler Group
California
– – -3,720 Closed
Nisa Investment Advisors
64
Nisa Investment Advisors
Missouri
– – -3,240 Closed
Osaic Holdings
65
Osaic Holdings
Arizona
– – -3,000 Closed
TWA
66
TCI Wealth Advisors
Arizona
– – -1,784 Closed
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
– – -763 Closed
EI
68
Ellevest Inc
New York
$0 82 -514 -86%
Wells Fargo
69
Wells Fargo
California
$0 76 -303 -80%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
– – -162 Closed
QCG
71
Quadrant Capital Group
Ohio
– – -62 Closed
Simplex Trading
72
Simplex Trading
Illinois
– – – –
LOAMU
73
Lombard Odier Asset Management (USA)
New York
– – – –
CFGS
74
Concourse Financial Group Securities
Alabama
– – – –
CS
75
Credit Suisse
Switzerland
$0 220 +124 +129%
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