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Finance of America Companies

45 hedge funds and large institutions have $97.6M invested in Finance of America Companies in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $818K | Put options by funds: $201K

156% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 9

59% more capital invested

Capital invested by funds: $61.6M → $97.6M (+$36.1M)

2.04% less ownership

Funds ownership: 7.88%5.85% (-2%)

2% less funds holding

Funds holding: 4645 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
9
Closed
6
Calls
$818K
Puts
$201K
Net Calls
+$617K
Net Calls Change
+$538K
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$61.4M -$571K -34,051 -1%
CLG
2
Cooperman Leon G
$11.2M +$21.7K +1,294 +0.2%
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$6.5M -$231K -13,803 -4%
BlackRock
4
BlackRock
New York
$5.17M +$1.58M +94,235 +53%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.05M +$236K +14,065 +7%
LFCM
6
Long Focus Capital Management
Puerto Rico
$2.11M +$34.8K +2,078 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.66M +$470K +28,019 +47%
State Street
8
State Street
Massachusetts
$1.46M +$368K +21,930 +40%
Northern Trust
9
Northern Trust
Illinois
$890K +$151K +9,022 +24%
N
10
Nuveen
North Carolina
$480K -$53.4K -3,185 -11%
RhumbLine Advisers
11
RhumbLine Advisers
Massachusetts
$389K +$245K +14,593 +253%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$271K +$59.5K +3,551 +33%
Charles Schwab
13
Charles Schwab
California
$269K +$61.5K +3,669 +35%
Morgan Stanley
14
Morgan Stanley
New York
$256K +$66.4K +3,958 +42%
Renaissance Technologies
15
Renaissance Technologies
New York
$253K -$12.9K -770 -5%
Bank of America
16
Bank of America
North Carolina
$133K +$33.3K +1,983 +40%
Goldman Sachs
17
Goldman Sachs
New York
$119K +$74.9K +4,467 +252%
JP Morgan Chase
18
JP Morgan Chase
New York
$88.2K +$25.4K +1,512 +49%
WCG
19
Weaver Consulting Group
California
$87.9K
CBA
20
Coastal Bridge Advisors
Connecticut
$87.3K
UBS Group
21
UBS Group
Switzerland
$69.8K +$36.9K +2,203 +152%
Deutsche Bank
22
Deutsche Bank
Germany
$68.3K +$19.8K +1,180 +49%
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$66.7K +$58.5K +3,490 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$50.2K -$35.9K -2,143 -45%
AIG
25
American International Group
New York
$49.1K +$11.4K +679 +36%

FOA Hedge Fund Activity: Q2 2023 in Review

45 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q2 2023, worth a combined $97.6M — up 59% from $61.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FOA and 5 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 23 added.

The largest buyer was BlackRock, adding an estimated $1.58M. The largest seller was Blackstone Inc, cutting an estimated $571K.

  • 45 institutional investors held Finance of America Companies (FOA) as of Q2 2023, down from 46 in Q1 2023.
  • Funds reported $97.6M of Finance of America Companies stock for Q2 2023, up 59% quarter-over-quarter.
  • 5 funds opened new Finance of America Companies positions in Q2 2023 and 6 closed out, a net change of -1 holder.
  • The largest Finance of America Companies buyer in Q2 2023 was BlackRock, an estimated $1.58M added.
  • The largest Finance of America Companies seller in Q2 2023 was Blackstone Inc, an estimated $571K sold.

Based on aggregated 13F filings for Q2 2023.