Finance of America Companies
FOA
45 hedge funds and large institutions have $65.2M invested in Finance of America Companies in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 5 closing their positions.
45% more call options, than puts
Call options by funds: $187K | Put options by funds: $129K
8% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 13
0.04% less ownership
Funds ownership: 5.85% → 5.81% (-0.04%)
2% less funds holding
Funds holding: 46 → 45 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
33% less capital invested
Capital invested by funds: $97.6M → $65.2M (-$32.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CLG
Cooperman Leon G
|
+$112K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$48.3K |
| 3 |
Goldman Sachs
New York
|
+$45K |
| 4 |
SG Americas Securities
New York
|
+$43.2K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$37.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RhumbLine Advisers
Boston,
Massachusetts
|
-$227K |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$71.8K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$68.3K |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$66.7K |
| 5 |
Blackstone Inc
New York
|
-$51.1K |
FOA Hedge Fund Activity: Q3 2023 in Review
45 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q3 2023, worth a combined $65.2M — down 33% from $97.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FOA and 4 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 14 added.
The largest buyer was Cooperman Leon G, adding an estimated $112K. The largest seller was RhumbLine Advisers, cutting an estimated $227K.
- 45 institutional investors held Finance of America Companies (FOA) as of Q3 2023, down from 46 in Q2 2023.
- Funds reported $65.2M of Finance of America Companies stock for Q3 2023, down 33% quarter-over-quarter.
- 4 funds opened new Finance of America Companies positions in Q3 2023 and 5 closed out, a net change of -1 holder.
- The largest Finance of America Companies buyer in Q3 2023 was Cooperman Leon G, an estimated $112K added.
- The largest Finance of America Companies seller in Q3 2023 was RhumbLine Advisers, an estimated $227K sold.
Based on aggregated 13F filings for Q3 2023.