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Finance of America Companies

23 hedge funds and large institutions have $55.9M invested in Finance of America Companies in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more capital invested

Capital invested by funds: $24.7M → $55.9M (+$31.2M)

43.59% more ownership

Funds ownership: 5.04%48.64% (+44%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

55% less funds holding

Funds holding: 5123 (-28)

88% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 32

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $15K

Holders
23
Holders Change
-28
Holders Change %
-54.9%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
9
Closed
32
Calls
Puts
$15K
Net Calls
-$15K
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$36.9M -$8 -1 -0%
CLG
2
Cooperman Leon G
$12.1M +$3.1M +385,435 +58%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.37M +$97K +12,072 +6%
LFCM
4
Long Focus Capital Management
Puerto Rico
$1.28M -$8 -1 -0%
RC
5
RBF Capital
California
$1.13M +$34.8K +4,328 +5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$890K +$283K +35,236 +85%
Millennium Management
7
Millennium Management
New York
$501K -$121K -15,065 -26%
BlackRock
8
BlackRock
New York
$166K -$21.8K -2,713 -16%
Qube Research & Technologies (QRT)
9
Qube Research & Technologies (QRT)
United Kingdom
$160K +$59.5K +7,410 +115%
Renaissance Technologies
10
Renaissance Technologies
New York
$148K +$12.3K +1,526 +14%
TRCT
11
Tower Research Capital (TRC)
New York
$80.5K +$35.1K +4,370 +169%
CFM
12
Catalyst Funds Management
Australia
$15.9K
Morgan Stanley
13
Morgan Stanley
New York
$14.5K -$47.3K -5,889 -82%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$11.6K
Citigroup
15
Citigroup
New York
$7.53K -$29K -3,605 -85%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$5.16K -$1.3K -162 -27%
Simplex Trading
17
Simplex Trading
Illinois
$5K +$3.7K +461 New
UBS Group
18
UBS Group
Switzerland
$3.71K +$2.45K +305 +1,906%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.5K -$8.26K -1,028 -89%
Bank of America
20
Bank of America
North Carolina
$740 -$7.38K -919 -93%
AAP
21
Arax Advisory Partners
Colorado
$556 +$386 +48 New
SIS
22
Strategic Investment Solutions
Illinois
$116 +$80 +10 New
FFA
23
Farther Finance Advisors
California
$12 +$8 +1 New
Adage Capital Partners
24
Adage Capital Partners
Massachusetts
-$1.65M -334,288 Closed
Goldman Sachs
25
Goldman Sachs
New York
-$260K -52,713 Closed

FOA Hedge Fund Activity: Q3 2024 in Review

23 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q3 2024, worth a combined $55.9M — up 127% from $24.7M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of FOA and 4 opened new positions — a net loss of 28 holders — while 9 trimmed existing stakes and 8 added.

The largest buyer was Cooperman Leon G, adding an estimated $3.1M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $1.65M sold.

  • 23 institutional investors held Finance of America Companies (FOA) as of Q3 2024, down from 51 in Q2 2024.
  • Funds reported $55.9M of Finance of America Companies stock for Q3 2024, up 127% quarter-over-quarter.
  • 4 funds opened new Finance of America Companies positions in Q3 2024 and 32 closed out, a net change of -28 holders.
  • The largest Finance of America Companies buyer in Q3 2024 was Cooperman Leon G, an estimated $3.1M added.
  • The largest Finance of America Companies seller in Q3 2024 was Adage Capital Partners, an estimated $1.65M sold.

Based on aggregated 13F filings for Q3 2024.