Finance of America Companies
FOA
68 hedge funds and large institutions have $371M invested in Finance of America Companies in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 8 closing their positions.
175% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 8
28% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 18
24% more funds holding
Funds holding: 55 → 68 (+13)
0.06% less ownership
Funds ownership: 15.89% → 15.84% (-0.06%)
21% less capital invested
Capital invested by funds: $471M → $371M (-$100M)
36% less call options, than puts
Call options by funds: $192K | Put options by funds: $302K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGM
Alpine Global Management
New York
|
+$8.1M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$5.35M |
| 3 |
CAC
Cowen and Company
New York
|
+$3.41M |
| 4 |
Millennium Management
New York
|
+$1.65M |
| 5 |
CLG
Cooperman Leon G
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
D1 Capital Partners
New York
|
-$32.1M |
| 2 |
ACM
Arrow Capital Management
New York
|
-$2.48M |
| 3 |
BlackRock
New York
|
-$2.1M |
| 4 |
CCM
Cobalt Capital Management
Short Hills,
New Jersey
|
-$1.78M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$631K |
FOA Hedge Fund Activity: Q4 2021 in Review
68 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q4 2021, worth a combined $371M — down 21% from $471M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new FOA positions and 8 closed out — a net gain of 14 holders — while 23 added to existing stakes and 18 trimmed.
The largest buyer was Alpine Global Management, opening a new position worth an estimated $8.1M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $32.1M sold.
- 68 institutional investors held Finance of America Companies (FOA) as of Q4 2021, up from 55 in Q3 2021.
- Funds reported $371M of Finance of America Companies stock for Q4 2021, down 21% quarter-over-quarter.
- 22 funds opened new Finance of America Companies positions in Q4 2021 and 8 closed out, a net change of +14 holders.
- The largest Finance of America Companies buyer in Q4 2021 was Alpine Global Management, an estimated $8.1M added.
- The largest Finance of America Companies seller in Q4 2021 was D1 Capital Partners, an estimated $32.1M sold.
Based on aggregated 13F filings for Q4 2021.