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Finance of America Companies

66 hedge funds and large institutions have $59.7M invested in Finance of America Companies in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 18

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

0% more funds holding

Funds holding: 6666 (0)

8.58% less ownership

Funds ownership: 14.74%6.15% (-8.6%)

12% less call options, than puts

Call options by funds: $191K | Put options by funds: $216K

78% less capital invested

Capital invested by funds: $268M → $59.7M (-$209M)

Holders
66
Holders Change
Holders Change %
0%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
29
Reduced
18
Closed
10
Calls
$191K
Puts
$216K
Net Calls
-$25K
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$34.2M -$121M -5,223,265 -71%
CLG
2
Cooperman Leon G
$8.16M +$171K +7,409 +1%
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$4.71M +$1.97M +85,445 +40%
BlackRock
4
BlackRock
New York
$2.58M +$776K +33,595 +26%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.56M +$293K +12,671 +15%
LFCM
6
Long Focus Capital Management
Puerto Rico
$1.14M +$173K +7,500 +12%
State Street
7
State Street
Massachusetts
$813K +$70.9K +3,068 +6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$744K +$385K +16,663 +54%
HCM
9
Hawkeye Capital Management
Florida
$625K -$766K -33,166 -45%
Morgan Stanley
10
Morgan Stanley
New York
$567K +$800K +34,613 +2,279%
EC
11
EJF Capital
Virginia
$552K +$812K +35,138 New
CAC
12
Cowen and Company
New York
$484K +$373K +16,134 +110%
N
13
Nuveen
North Carolina
$457K +$497K +21,532 +284%
Northern Trust
14
Northern Trust
Illinois
$453K +$298K +12,886 +81%
Invesco
15
Invesco
Georgia
$341K +$5.64K +244 +1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$308K +$23.6K +1,023 +5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$260K +$6.56K +284 +2%
Renaissance Technologies
18
Renaissance Technologies
New York
$209K -$564K -24,410 -65%
Millennium Management
19
Millennium Management
New York
$188K -$158K -6,828 -36%
Charles Schwab
20
Charles Schwab
California
$164K +$105K +4,527 +77%
ZA
21
Zazove Associates
Nevada
$133K
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$77K +$78.8K +3,412 +230%
CBA
23
Coastal Bridge Advisors
Connecticut
$72K
ICM
24
Ionic Capital Management
New York
$66K +$97.4K +4,218 New
KCM
25
Kawa Capital Management
Florida
$61K

FOA Hedge Fund Activity: Q2 2022 in Review

66 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q2 2022, worth a combined $59.7M — down 78% from $268M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FOA positions and 10 closed out — a net gain of 2 holders — while 29 added to existing stakes and 18 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $1.97M. The largest seller was Blackstone Inc, cutting an estimated $121M.

  • 66 institutional investors held Finance of America Companies (FOA) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $59.7M of Finance of America Companies stock for Q2 2022, down 78% quarter-over-quarter.
  • 12 funds opened new Finance of America Companies positions in Q2 2022 and 10 closed out, a net change of +2 holders.
  • The largest Finance of America Companies buyer in Q2 2022 was Adage Capital Partners, an estimated $1.97M added.
  • The largest Finance of America Companies seller in Q2 2022 was Blackstone Inc, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2022.