Finance of America Companies
FOA
46 hedge funds and large institutions have $61.6M invested in Finance of America Companies in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 5 closing their positions.
1,580% more call options, than puts
Call options by funds: $84K | Put options by funds: $5K
46% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 13
24% more capital invested
Capital invested by funds: $49.6M → $61.6M (+$11.9M)
1.68% more ownership
Funds ownership: 6.21% → 7.88% (+1.7%)
0% more funds holding
Funds holding: 46 → 46 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Blackstone Inc
New York
|
+$16.4M |
| 2 |
CLG
Cooperman Leon G
|
+$430K |
| 3 |
LFCM
Long Focus Capital Management
San Juan,
Puerto Rico
|
+$87.3K |
| 4 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
+$70.3K |
| 5 |
Morgan Stanley
New York
|
+$53K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$635K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$140K |
| 3 |
BlackRock
New York
|
-$73.2K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$30K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$25.5K |
FOA Hedge Fund Activity: Q1 2023 in Review
46 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q1 2023, worth a combined $61.6M — up 24% from $49.6M a quarter earlier.
Fund positioning in FOA was balanced in Q1 2023: 5 funds opened new positions, 5 closed out, 19 added to existing stakes and 13 trimmed.
The largest buyer was Blackstone Inc, adding an estimated $16.4M. The largest seller was Millennium Management, exiting entirely with an estimated $635K sold.
- 46 institutional investors held Finance of America Companies (FOA) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $61.6M of Finance of America Companies stock for Q1 2023, up 24% quarter-over-quarter.
- 5 funds opened new Finance of America Companies positions in Q1 2023 and 5 closed out, a net change of 0 holders.
- The largest Finance of America Companies buyer in Q1 2023 was Blackstone Inc, an estimated $16.4M added.
- The largest Finance of America Companies seller in Q1 2023 was Millennium Management, an estimated $635K sold.
Based on aggregated 13F filings for Q1 2023.