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Finance of America Companies

51 hedge funds and large institutions have $24.7M invested in Finance of America Companies in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

9% more funds holding

Funds holding: 4751 (+4)

0.28% less ownership

Funds ownership: 5.32%5.04% (-0.28%)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

35% less capital invested

Capital invested by funds: $37.7M → $24.7M (-$13.1M)

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
10
Reduced
15
Closed
16
Calls
$1.28M
Puts
Net Calls
+$1.28M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$15.7M -$105K -17,249 -0.5%
CLG
2
Cooperman Leon G
$3.28M +$394K +64,580 +11%
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$1.65M
Vanguard Group
4
Vanguard Group
Pennsylvania
$950K -$162K -26,632 -12%
LFCM
5
Long Focus Capital Management
Puerto Rico
$544K
RC
6
RBF Capital
California
$462K +$572K +93,737 New
Millennium Management
7
Millennium Management
New York
$288K +$356K +58,348 New
Goldman Sachs
8
Goldman Sachs
New York
$260K +$306K +50,133 +1,943%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$205K -$298K -48,881 -54%
Northern Trust
10
Northern Trust
Illinois
$202K -$10.5K -1,727 -4%
YIH
11
Y-Intercept (HK)
Hong Kong
$125K +$155K +25,366 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$123K +$152K +24,980 New
Jane Street
13
Jane Street
New York
$100K +$113K +18,494 +1,013%
BlackRock
14
BlackRock
New York
$84.3K -$1.61M -264,713 -94%
Citadel Advisors
15
Citadel Advisors
Florida
$61.9K +$76.6K +12,556 New
Renaissance Technologies
16
Renaissance Technologies
New York
$55.5K +$1.83K +300 +3%
CC
17
Centiva Capital
New York
$54.5K +$67.5K +11,060 New
HighTower Advisors
18
HighTower Advisors
Illinois
$48K
State Street
19
State Street
Massachusetts
$45.9K -$410K -67,280 -88%
PAS
20
Point72 Asia (Singapore)
Singapore
$42.7K +$52.8K +8,663 New
AQR Capital Management
21
AQR Capital Management
Connecticut
$41.3K +$51K +8,370 New
Morgan Stanley
22
Morgan Stanley
New York
$35.2K -$18.3K -2,993 -30%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$31.7K +$39.2K +6,425 New
CBA
24
Coastal Bridge Advisors
Connecticut
$22.5K
Citigroup
25
Citigroup
New York
$21K +$15.2K +2,499 +142%

FOA Hedge Fund Activity: Q2 2024 in Review

51 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q2 2024, worth a combined $24.7M — down 35% from $37.7M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FOA positions and 16 closed out — a net gain of 4 holders — while 10 added to existing stakes and 15 trimmed.

The largest buyer was RBF Capital, opening a new position worth an estimated $572K. The largest seller was BlackRock, cutting an estimated $1.61M.

  • 51 institutional investors held Finance of America Companies (FOA) as of Q2 2024, up from 47 in Q1 2024.
  • Funds reported $24.7M of Finance of America Companies stock for Q2 2024, down 35% quarter-over-quarter.
  • 20 funds opened new Finance of America Companies positions in Q2 2024 and 16 closed out, a net change of +4 holders.
  • The largest Finance of America Companies buyer in Q2 2024 was RBF Capital, an estimated $572K added.
  • The largest Finance of America Companies seller in Q2 2024 was BlackRock, an estimated $1.61M sold.

Based on aggregated 13F filings for Q2 2024.