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Finance of America Companies
FOA

51 hedge funds and large institutions have $24.7M invested in Finance of America Companies in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

9% more funds holding

Funds holding: 47 → 51 (+4)

0.28% less ownership

Funds ownership: 5.32% → 5.04% (-0.28%)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

35% less capital invested

Capital invested by funds: $37.7M → $24.7M (-$13.1M)

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
10
Reduced
15
Closed
16
Calls
$1.28M
Puts
–
Net Calls
+$1.28M
Net Calls Change
+$1.28M

Top Buyers

Rank Fund Capital Flow
1
RC
RBF Capital
California
+$572K
2
CLG
Cooperman Leon G
+$394K
3
Millennium Management
Millennium Management
New York
+$356K
4
Goldman Sachs
Goldman Sachs
New York
+$306K
5
YIH
Y-Intercept (HK)
Hong Kong
+$155K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.61M
2
State Street
State Street
Massachusetts
-$410K
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$298K
4
N
Nuveen
North Carolina
-$189K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$162K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
51
UBS Group
Switzerland
$78 -$32.7K -5,361 -100%
N
52
Nuveen
North Carolina
– -$189K -25,762 Closed
Invesco
53
Invesco
Georgia
– -$129K -17,502 Closed
Charles Schwab
54
Charles Schwab
California
– -$104K -14,105 Closed
AIG
55
American International Group
New York
– -$19.4K -2,633 Closed
CFA
56
Capstone Financial Advisors
Illinois
– -$18.4K -2,500 Closed
Wells Fargo
57
Wells Fargo
California
– -$13.8K -1,873 Closed
SG Americas Securities
58
SG Americas Securities
New York
– -$13K -1,831 Closed
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
– -$10.7K -1,450 Closed
LPL Financial
60
LPL Financial
California
– -$8.82K -1,200 Closed
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
– -$9K -1,175 Closed
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
– -$4.46K -607 Closed
Legal & General Group
63
Legal & General Group
United Kingdom
– -$3.68K -501 Closed
AIP
64
Ameritas Investment Partners
Nebraska
– -$1.92K -262 Closed
AWM
65
Avior Wealth Management
Nebraska
– -$3 -1 Closed
1 2
3

FOA Hedge Fund Activity: Q2 2024 in Review

51 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q2 2024, worth a combined $24.7M — down 35% from $37.7M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FOA positions and 16 closed out — a net gain of 4 holders — while 10 added to existing stakes and 15 trimmed.

The largest buyer was RBF Capital, opening a new position worth an estimated $572K. The largest seller was BlackRock, cutting an estimated $1.61M.

  • 51 institutional investors held Finance of America Companies (FOA) as of Q2 2024, up from 47 in Q1 2024.
  • Funds reported $24.7M of Finance of America Companies stock for Q2 2024, down 35% quarter-over-quarter.
  • 20 funds opened new Finance of America Companies positions in Q2 2024 and 16 closed out, a net change of +4 holders.
  • The largest Finance of America Companies buyer in Q2 2024 was RBF Capital, an estimated $572K added.
  • The largest Finance of America Companies seller in Q2 2024 was BlackRock, an estimated $1.61M sold.

Based on aggregated 13F filings for Q2 2024.