Finance of America Companies
FOA
47 hedge funds and large institutions have $56.7M invested in Finance of America Companies in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 3 closing their positions.
220% more call options, than puts
Call options by funds: $352K | Put options by funds: $110K
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
4% more funds holding
Funds holding: 45 → 47 (+2)
0.58% more ownership
Funds ownership: 58.06% → 58.65% (+0.58%)
13% less capital invested
Capital invested by funds: $65.2M → $56.7M (-$8.51M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$212K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$100K |
| 3 |
Morgan Stanley
New York
|
+$90.6K |
| 4 |
CLG
Cooperman Leon G
|
+$69.6K |
| 5 |
Barclays
London,
United Kingdom
|
+$65.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
-$58.9K |
| 2 |
Goldman Sachs
New York
|
-$52.3K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$21.8K |
| 4 |
HF
HRT Financial
New York
|
-$20K |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$16K |
FOA Hedge Fund Activity: Q4 2023 in Review
47 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q4 2023, worth a combined $56.7M — down 13% from $65.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FOA positions and 3 closed out — a net gain of 2 holders — while 18 added to existing stakes and 13 trimmed.
The largest buyer was BlackRock, adding an estimated $212K. The largest seller was Weaver Consulting Group, exiting entirely with an estimated $58.9K sold.
- 47 institutional investors held Finance of America Companies (FOA) as of Q4 2023, up from 45 in Q3 2023.
- Funds reported $56.7M of Finance of America Companies stock for Q4 2023, down 13% quarter-over-quarter.
- 5 funds opened new Finance of America Companies positions in Q4 2023 and 3 closed out, a net change of +2 holders.
- The largest Finance of America Companies buyer in Q4 2023 was BlackRock, an estimated $212K added.
- The largest Finance of America Companies seller in Q4 2023 was Weaver Consulting Group, an estimated $58.9K sold.
Based on aggregated 13F filings for Q4 2023.