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Finance of America Companies

36 hedge funds and large institutions have $154M invested in Finance of America Companies in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 11 increasing their positions, 1 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,836% more call options, than puts

Call options by funds: $31.6M | Put options by funds: $641K

1,000% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 1

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

175% more capital invested

Capital invested by funds: $55.9M → $154M (+$97.9M)

57% more funds holding

Funds holding: 2336 (+13)

6.59% more ownership

Funds ownership: 48.64%55.22% (+6.6%)

Holders
36
Holders Change
+13
Holders Change %
+56.52%
% of All Funds
0.47%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
11
Reduced
1
Closed
6
Calls
$31.6M
Puts
$641K
Net Calls
+$31M
Net Calls Change
+$31M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$89.8M
CLG
2
Cooperman Leon G
$30.4M +$561K +31,480 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.06M +$1.46M +81,829 +40%
BAM
4
Bastion Asset Management
Canada
$4.85M +$3.33M +186,990 New
RC
5
RBF Capital
California
$2.62M -$90.2K -5,065 -5%
Renaissance Technologies
6
Renaissance Technologies
New York
$2.52M +$1.37M +76,719 +600%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.23M +$39.3K +2,207 +3%
BCM
8
Brigade Capital Management
New York
$1.59M +$1.02M +57,000 New
Millennium Management
9
Millennium Management
New York
$1.39M +$109K +6,132 +14%
Qube Research & Technologies (QRT)
10
Qube Research & Technologies (QRT)
United Kingdom
$1.05M +$421K +23,661 +171%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$984K +$623K +34,989 New
Goldman Sachs
12
Goldman Sachs
New York
$854K +$541K +30,369 New
State Street
13
State Street
Massachusetts
$821K +$520K +29,180 New
NL
14
NKCFO LLC
Illinois
$815K +$516K +29,000 New
BlackRock
15
BlackRock
New York
$784K +$241K +13,508 +94%
American Century Companies
16
American Century Companies
Missouri
$781K +$494K +27,762 New
IWC
17
Integrated Wealth Concepts
Massachusetts
$630K +$399K +22,400 New
CFG
18
Citizens Financial Group
Rhode Island
$562K +$356K +20,000 New
Barclays
19
Barclays
United Kingdom
$492K +$312K +17,500 New
Northern Trust
20
Northern Trust
Illinois
$479K +$303K +17,041 New
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$369K +$234K +13,122 New
OAC
22
OMERS Administration Corp
Ontario, Canada
$318K +$201K +11,300 New
Marshall Wace
23
Marshall Wace
United Kingdom
$277K +$175K +9,844 New
XT
24
XTX Topco
Cayman Islands
$213K +$135K +7,587 New
Stifel Financial
25
Stifel Financial
Missouri
$204K +$129K +7,268 New

FOA Hedge Fund Activity: Q4 2024 in Review

36 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q4 2024, worth a combined $154M — up 175% from $55.9M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FOA positions and 6 closed out — a net gain of 13 holders — while 11 added to existing stakes and 1 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.46M. The largest seller was Long Focus Capital Management, exiting entirely with an estimated $1.28M sold.

  • 36 institutional investors held Finance of America Companies (FOA) as of Q4 2024, up from 23 in Q3 2024.
  • Funds reported $154M of Finance of America Companies stock for Q4 2024, up 175% quarter-over-quarter.
  • 19 funds opened new Finance of America Companies positions in Q4 2024 and 6 closed out, a net change of +13 holders.
  • The largest Finance of America Companies buyer in Q4 2024 was Vanguard Group, an estimated $1.46M added.
  • The largest Finance of America Companies seller in Q4 2024 was Long Focus Capital Management, an estimated $1.28M sold.

Based on aggregated 13F filings for Q4 2024.