Finance of America Companies
FOA
46 hedge funds and large institutions have $49.6M invested in Finance of America Companies in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 11 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 14
0.07% more ownership
Funds ownership: 6.14% → 6.21% (+0.07%)
12% less capital invested
Capital invested by funds: $56.6M → $49.6M (-$6.97M)
16% less funds holding
Funds holding: 55 → 46 (-9)
82% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
+$741K |
| 2 |
CLG
Cooperman Leon G
|
+$542K |
| 3 |
LFCM
Long Focus Capital Management
San Juan,
Puerto Rico
|
+$264K |
| 4 |
BlackRock
New York
|
+$170K |
| 5 |
Millennium Management
New York
|
+$150K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$239K |
| 2 |
Bank of New York Mellon
New York
|
-$151K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$86.4K |
| 4 |
Group One Trading
Chicago,
Illinois
|
-$70.5K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$51K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OQS
51
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| – | -$43K | -2,903 | Closed |
|
|
SSA
52
Schonfeld Strategic Advisors
New York
| – | -$32K | -2,180 | Closed |
|
53
Squarepoint
New York
| – | -$31K | -2,107 | Closed |
|
|
VF
54
Virtu Financial
New York
| – | -$26K | -1,789 | Closed |
|
55
BNP Paribas Financial Markets
Paris,
France
| – | -$7.45K | -503 | Closed |
|
|
AIP
56
Almanack Investment Partners
Wayne,
Pennsylvania
| – | -$1K | -78 | Closed |
|
57
Rockefeller Capital Management
New York
| – | +$191 | +13 | New |
|
FOA Hedge Fund Activity: Q4 2022 in Review
46 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q4 2022, worth a combined $49.6M — down 12% from $56.6M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of FOA and 2 opened new positions — a net loss of 9 holders — while 14 trimmed existing stakes and 20 added.
The largest buyer was Adage Capital Partners, adding an estimated $741K. The largest seller was Invesco, exiting entirely with an estimated $239K sold.
- 46 institutional investors held Finance of America Companies (FOA) as of Q4 2022, down from 55 in Q3 2022.
- Funds reported $49.6M of Finance of America Companies stock for Q4 2022, down 12% quarter-over-quarter.
- 2 funds opened new Finance of America Companies positions in Q4 2022 and 11 closed out, a net change of -9 holders.
- The largest Finance of America Companies buyer in Q4 2022 was Adage Capital Partners, an estimated $741K added.
- The largest Finance of America Companies seller in Q4 2022 was Invesco, an estimated $239K sold.
Based on aggregated 13F filings for Q4 2022.