Finance of America Companies
FOA
55 hedge funds and large institutions have $471M invested in Finance of America Companies in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 17 closing their positions.
77% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 13
0.07% more ownership
Funds ownership: 15.82% → 15.89% (+0.07%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less call options, than puts
Call options by funds: $2.38M | Put options by funds: $2.49M
10% less funds holding
Funds holding: 61 → 55 (-6)
35% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 17
39% less capital invested
Capital invested by funds: $774M → $471M (-$303M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CLG
Cooperman Leon G
|
+$1.99M |
| 2 |
Renaissance Technologies
New York
|
+$716K |
| 3 |
BlackRock
New York
|
+$511K |
| 4 |
OQS
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
+$422K |
| 5 |
State Street
Boston,
Massachusetts
|
+$421K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Blackstone Inc
New York
|
-$19.5M |
| 2 |
LCG
Luxor Capital Group
New York
|
-$9.16M |
| 3 |
Jane Street
New York
|
-$4.75M |
| 4 |
SC
Samlyn Capital
New York
|
-$3.81M |
| 5 |
CCM
Cobalt Capital Management
Short Hills,
New Jersey
|
-$2.62M |
FOA Hedge Fund Activity: Q3 2021 in Review
55 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q3 2021, worth a combined $471M — down 39% from $774M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of FOA and 11 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 23 added.
The largest buyer was Cooperman Leon G, adding an estimated $1.99M. The largest seller was Blackstone Inc, cutting an estimated $19.5M.
- 55 institutional investors held Finance of America Companies (FOA) as of Q3 2021, down from 61 in Q2 2021.
- Funds reported $471M of Finance of America Companies stock for Q3 2021, down 39% quarter-over-quarter.
- 11 funds opened new Finance of America Companies positions in Q3 2021 and 17 closed out, a net change of -6 holders.
- The largest Finance of America Companies buyer in Q3 2021 was Cooperman Leon G, an estimated $1.99M added.
- The largest Finance of America Companies seller in Q3 2021 was Blackstone Inc, an estimated $19.5M sold.
Based on aggregated 13F filings for Q3 2021.