FOA icon

Finance of America Companies
FOA

Overview Fund Activity

47 hedge funds and large institutions have $37.7M invested in Finance of America Companies in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$129K
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$666K
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.61M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$118K
5
SWP
5
Stratos Wealth Partners
Ohio
$9.19K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$74.5K
2
BlackRock
2
BlackRock
New York
$2.07M
3
Bank of America
3
Bank of America
North Carolina
$30.9K
4
Jane Street
4
Jane Street
New York
$13.4K
5
Barclays
5
Barclays
United Kingdom
$28K
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
– – – –
ICM
52
Ionic Capital Management
New York
– – – –
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$0 7 +7 New
Simplex Trading
54
Simplex Trading
Illinois
$0 34 +34 New
1 2
3