Finance of America Companies
FOA
48 hedge funds and large institutions have $37.7M invested in Finance of America Companies in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
2% more funds holding
Funds holding: 47 → 48 (+1)
0.55% less ownership
Funds ownership: 5.86% → 5.32% (-0.55%)
33% less capital invested
Capital invested by funds: $56.7M → $37.7M (-$19M)
44% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$142K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$35.5K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$21.5K |
| 4 |
Bank of New York Mellon
New York
|
+$11.6K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$10.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$103K |
| 2 |
Morgan Stanley
New York
|
-$83.1K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$62.6K |
| 4 |
Jane Street
New York
|
-$40.7K |
| 5 |
Barclays
London,
United Kingdom
|
-$30.8K |
FOA Hedge Fund Activity: Q1 2024 in Review
48 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q1 2024, worth a combined $37.7M — down 33% from $56.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FOA positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 18 trimmed.
The largest buyer was Invesco, adding an estimated $142K. The largest seller was BlackRock, cutting an estimated $103K.
- 48 institutional investors held Finance of America Companies (FOA) as of Q1 2024, up from 47 in Q4 2023.
- Funds reported $37.7M of Finance of America Companies stock for Q1 2024, down 33% quarter-over-quarter.
- 5 funds opened new Finance of America Companies positions in Q1 2024 and 3 closed out, a net change of +2 holders.
- The largest Finance of America Companies buyer in Q1 2024 was Invesco, an estimated $142K added.
- The largest Finance of America Companies seller in Q1 2024 was BlackRock, an estimated $103K sold.
Based on aggregated 13F filings for Q1 2024.