Finance of America Companies
FOA
46 hedge funds and large institutions have $97.6M invested in Finance of America Companies in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 6 closing their positions.
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)
0% more funds holding
Funds holding: 46 → 46 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
2.04% less ownership
Funds ownership: 7.88% → 5.85% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.58M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$470K |
| 3 |
State Street
Boston,
Massachusetts
|
+$368K |
| 4 |
RhumbLine Advisers
Boston,
Massachusetts
|
+$245K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$236K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Blackstone Inc
New York
|
-$571K |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$231K |
| 3 |
ZA
Zazove Associates
Incline Village,
Nevada
|
-$132K |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$53.4K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$35.9K |
FOA Hedge Fund Activity: Q2 2023 in Review
46 of the 6,383 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.
Fund positioning in FOA was balanced in Q2 2023: 6 funds opened new positions, 6 closed out, 23 added to existing stakes and 9 trimmed.
The largest buyer was BlackRock, adding an estimated $1.58M. The largest seller was Blackstone Inc, cutting an estimated $571K.
- 46 institutional investors held Finance of America Companies (FOA) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $97.6M of Finance of America Companies stock for Q2 2023, up 59% quarter-over-quarter.
- 6 funds opened new Finance of America Companies positions in Q2 2023 and 6 closed out, a net change of 0 holders.
- 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.