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Finance of America Companies
FOA

Overview Fund Activity

44 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.

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
13
Closed
5
Calls
$187K
Puts
$129K
Net Calls
+$58K
Net Calls Change
-$559K

Top Buyers

1
CLG
1
Cooperman Leon G
$7.59M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.75M
3
Goldman Sachs
3
Goldman Sachs
New York
$115K
4
SG Americas Securities
4
SG Americas Securities
New York
$33K
5
Bank of America
5
Bank of America
North Carolina
$118K

Top Sellers

1
RhumbLine Advisers
1
RhumbLine Advisers
Massachusetts
$85.2K
2
Deutsche Bank
2
Deutsche Bank
Germany
$0
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$0
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$4.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Blackstone Inc
1
Blackstone Inc
New York
$41.1M 32,116,221 -30,820 -0.1%
CLG
2
Cooperman Leon G
$7.59M 5,932,215 +67,703 +1%
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$4.3M 3,358,427 -43,346 -1%
BlackRock
4
BlackRock
New York
$3.49M 2,730,220 +22,388 +0.8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.75M 2,151,506 +29,152 +1%
LFCM
6
Long Focus Capital Management
Puerto Rico
$1.41M 1,104,348 – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.1M 859,831 -10,867 -1%
State Street
8
State Street
Massachusetts
$988K 771,499 +7,709 +1%
Northern Trust
9
Northern Trust
Illinois
$601K 469,533 +3,810 +0.8%
Nuveen Asset Management
10
Nuveen Asset Management
Illinois
$322K 251,344 – –
Bank of New York Mellon
11
Bank of New York Mellon
New York
$188K 147,057 +5,408 +4%
Charles Schwab
12
Charles Schwab
California
$181K 141,054 – –
Renaissance Technologies
13
Renaissance Technologies
New York
$163K 127,100 -5,300 -4%
Morgan Stanley
14
Morgan Stanley
New York
$139K 108,865 -25,136 -19%
Bank of America
15
Bank of America
North Carolina
$118K 92,439 +22,715 +33%
Goldman Sachs
16
Goldman Sachs
New York
$115K 89,540 +27,174 +44%
RhumbLine Advisers
17
RhumbLine Advisers
Massachusetts
$85.2K 66,605 -137,017 -67%
WCG
18
Weaver Consulting Group
California
$58.9K 46,029 – –
CBA
19
Coastal Bridge Advisors
Connecticut
$58.5K 45,722 – –
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$46.1K 36,000 -10,171 -22%
UBS Group
21
UBS Group
Switzerland
$40.2K 31,371 -5,158 -14%
AIG
22
American International Group
New York
$34.1K 26,665 +948 +4%
SG Americas Securities
23
SG Americas Securities
New York
$33K 26,053 +26,053 New
CFA
24
Capstone Financial Advisors
Illinois
$32K 25,000 – –
CAC
25
Cowen and Company
New York
$32K 25,000 – –
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