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Finance of America Companies

55 hedge funds and large institutions have $56.6M invested in Finance of America Companies in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $169K | Put options by funds: $146K

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

0.02% less ownership

Funds ownership: 6.15%6.14% (-0.02%)

5% less capital invested

Capital invested by funds: $59.7M → $56.6M (-$3.07M)

17% less funds holding

Funds holding: 6655 (-11)

65% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 17

Holders
55
Holders Change
-11
Holders Change %
-16.67%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
20
Reduced
19
Closed
17
Calls
$169K
Puts
$146K
Net Calls
+$23K
Net Calls Change
+$48K
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$32.1M -$154K -9,742 -0.4%
CLG
2
Cooperman Leon G
$7.7M
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$4.49M +$53K +3,344 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3M +$1.63M +103,158 +104%
BlackRock
5
BlackRock
New York
$2.51M +$85.7K +5,413 +3%
LFCM
6
Long Focus Capital Management
Puerto Rico
$1.25M +$192K +12,139 +17%
State Street
7
State Street
Massachusetts
$819K +$56.4K +3,561 +7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$786K +$90.1K +5,692 +12%
Millennium Management
9
Millennium Management
New York
$589K +$441K +27,842 +233%
Northern Trust
10
Northern Trust
Illinois
$584K +$169K +10,641 +37%
N
11
Nuveen
North Carolina
$430K -$79 -5 -0%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$309K +$20.7K +1,309 +7%
Invesco
13
Invesco
Georgia
$239K -$88.7K -5,602 -26%
Renaissance Technologies
14
Renaissance Technologies
New York
$220K +$24.5K +1,550 +12%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$200K -$47.6K -3,009 -18%
Charles Schwab
16
Charles Schwab
California
$155K
ZA
17
Zazove Associates
Nevada
$126K
Morgan Stanley
18
Morgan Stanley
New York
$91K -$475K -29,994 -83%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$77K +$4.4K +278 +6%
Group One Trading
20
Group One Trading
Illinois
$71K +$71.4K +4,506 +1,468%
CBA
21
Coastal Bridge Advisors
Connecticut
$68K
ICM
22
Ionic Capital Management
New York
$65K +$2.66K +168 +4%
Mariner
23
Mariner
Kansas
$51K +$54.6K +3,447 New
CAC
24
Cowen and Company
New York
$45K -$440K -27,776 -90%
OQS
25
Occudo Quantitative Strategies
Florida
$43K -$459 -29 -1%

FOA Hedge Fund Activity: Q3 2022 in Review

55 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q3 2022, worth a combined $56.6M — down 5.1% from $59.7M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FOA and 6 opened new positions — a net loss of 11 holders — while 19 trimmed existing stakes and 20 added.

The largest buyer was Vanguard Group, adding an estimated $1.63M. The largest seller was Hawkeye Capital Management, exiting entirely with an estimated $625K sold.

  • 55 institutional investors held Finance of America Companies (FOA) as of Q3 2022, down from 66 in Q2 2022.
  • Funds reported $56.6M of Finance of America Companies stock for Q3 2022, down 5.1% quarter-over-quarter.
  • 6 funds opened new Finance of America Companies positions in Q3 2022 and 17 closed out, a net change of -11 holders.
  • The largest Finance of America Companies buyer in Q3 2022 was Vanguard Group, an estimated $1.63M added.
  • The largest Finance of America Companies seller in Q3 2022 was Hawkeye Capital Management, an estimated $625K sold.

Based on aggregated 13F filings for Q3 2022.