FOA Institutional Ownership
Finance of America Companies Inc.
1W: -4.4%
1M: -19.7%
3M: -56.6%
YTD: -52.1%
1Y: -52.5%
3Y: +5.4%
5Y: -77.5%
$10.77
-0.27 (-2.45%)
Weekly Expected Move ±7.0%
$10
$11
$11
$12
$13
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — FOA
93
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
$132M
Total Invested
20
New Positions
26
Increased
33
Reduced
11
Closed
0.25
Put/Call Ratio
Ownership Trends
Top Institutional Holders (105 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | COOPERMAN LEON G | 1,286,068 | $14M | — | +0.0% | 8Q | SEC ↗ |
| 2 | Beach Point Capital Management LP | 927,837 | $10M | — | +0.0% | 6Q | SEC ↗ |
| 3 | BlackRock, Inc. | 304,153 | $3M | +15,874 | +5.5% | 8Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 281,039 | $3M | -43,783 | -13.5% | 2Q | SEC ↗ |
| 5 | BRIGADE CAPITAL MANAGEMENT, LP | 280,476 | $3M | +123,476 | +78.6% | 7Q | SEC ↗ |
| 6 | AMERICAN CENTURY COMPANIES INC | 174,786 | $2M | +14,186 | +8.8% | 7Q | SEC ↗ |
| 7 | DIMENSIONAL FUND ADVISORS LP | 135,623 | $1M | +33,562 | +32.9% | 6Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 115,214 | $1M | +3,988 | +3.6% | 8Q | SEC ↗ |
| 9 | Purpose Unlimited Inc. | 110,021 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 10 | RBF Capital, LLC | 102,320 | $1M | +9,320 | +10.0% | 8Q | SEC ↗ |
| 11 | Corient IA LP | 91,500 | $985K | +84,000 | +1120.0% | 2Q | SEC ↗ |
| 12 | JACOBS LEVY EQUITY MANAGEMENT, INC | 89,168 | $960K | +18,489 | +26.2% | 3Q | SEC ↗ |
| 13 | STATE STREET CORP | 73,284 | $789K | -192 | -0.3% | 7Q | SEC ↗ |
| 14 | TWO SIGMA INVESTMENTS, LP | 71,300 | $768K | -44,144 | -38.2% | 5Q | SEC ↗ |
| 15 | SEGALL BRYANT & HAMILL, LLC NEW | 66,892 | $720K | — | +0.0% | 1Q | SEC ↗ |
| 16 | MORGAN STANLEY | 66,100 | $712K | -18,749 | -22.1% | 8Q | SEC ↗ |
| 17 | Prescott Group Capital Management, L.L | 56,206 | $605K | — | +0.0% | 4Q | SEC ↗ |
| 18 | JPMORGAN CHASE & CO | 48,582 | $523K | +7,801 | +19.1% | 8Q | SEC ↗ |
| 19 | AQR CAPITAL MANAGEMENT LLC NEW | 46,876 | $505K | — | +0.0% | 1Q | SEC ↗ |
| 20 | GOLDMAN SACHS GROUP INC | 42,195 | $454K | +20,857 | +97.7% | 7Q | SEC ↗ |
| 21 | D. E. Shaw & Co., Inc. | 36,924 | $398K | +9,416 | +34.2% | 3Q | SEC ↗ |
| 22 | NORTHERN TRUST CORP | 32,629 | $351K | -1,403 | -4.1% | 7Q | SEC ↗ |
| 23 | VANGUARD FIDUCIARY TRUST CO | 31,700 | $341K | -3,499 | -9.9% | 2Q | SEC ↗ |
| 24 | MARSHALL WACE, LLP | 31,172 | $336K | -6,101 | -16.4% | 4Q | SEC ↗ |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30,452 | $328K | -13,108 | -30.1% | 2Q | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 26,596 | $286K | -1,178 | -4.2% | 5Q | SEC ↗ |
| 27 | VANGUARD PORTFOLIO MANAGEMENT LLC | 26,361 | $284K | +345 | +1.3% | 2Q | SEC ↗ |
| 28 | LSV ASSET MANAGEMENT NEW | 20,054 | $216K | — | +0.0% | 1Q | SEC ↗ |
| 29 | STATE OF WISCONSIN INVESTMENT BOARD | 18,259 | $197K | -7,791 | -29.9% | 4Q | SEC ↗ |
| 30 | AMERIPRISE FINANCIAL INC NEW | 17,521 | $189K | — | +0.0% | 1Q | SEC ↗ |
| 31 | FIRST TRUST ADVISORS LP | 17,018 | $183K | -192 | -1.1% | 4Q | SEC ↗ |
| 32 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 15,526 | $167K | -7 | -0.0% | 5Q | SEC ↗ |
| 33 | Sixth Street Partners Management Compa NEW | 15,526 | $167K | — | +0.0% | 1Q | SEC ↗ |
| 34 | UBS Group AG | 15,127 | $163K | -9,102 | -37.6% | 8Q | SEC ↗ |
| 35 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 13,944 | $150K | +400 | +3.0% | 3Q | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 13,427 | $145K | +480 | +3.7% | 4Q | SEC ↗ |
| 37 | XTX Topco Ltd | 10,742 | $116K | -3,475 | -24.4% | 3Q | SEC ↗ |
| 38 | RAYMOND JAMES FINANCIAL INC NEW | 10,360 | $112K | — | +0.0% | 1Q | SEC ↗ |
| 39 | CANADA PENSION PLAN INVESTMENT BOARD NEW | 9,100 | $98K | — | +0.0% | 1Q | SEC ↗ |
| 40 | IMC-Chicago, LLC NEW | 8,738 | $94K | — | +0.0% | 1Q | SEC ↗ |
| 41 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF | 8,730 | $94K | +3,280 | +60.2% | 2Q | SEC ↗ |
| 42 | State of Wyoming NEW | 7,737 | $83K | — | +0.0% | 1Q | SEC ↗ |
| 43 | DEUTSCHE BANK AG | 3,856 | $42K | +115 | +3.1% | 3Q | SEC ↗ |
| 44 | RHUMBLINE ADVISERS | 3,723 | $40K | -134 | -3.5% | 5Q | SEC ↗ |
| 45 | NEW YORK STATE COMMON RETIREMENT FUND | 3,400 | $37K | — | +0.0% | 5Q | SEC ↗ |
| 46 | WELLS FARGO & COMPANY/MN | 3,258 | $35K | +1,561 | +92.0% | 5Q | SEC ↗ |
| 47 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,792 | $19K | -574 | -24.3% | 5Q | SEC ↗ |
| 48 | CITIGROUP INC | 1,782 | $19K | +972 | +120.0% | 8Q | SEC ↗ |
| 49 | Vanguard Global Advisers, LLC | 1,713 | $18K | — | +0.0% | 2Q | SEC ↗ |
| 50 | MERCER GLOBAL ADVISORS INC /ADV NEW | 1,694 | $18K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| SEGALL BRYANT & HAMILL, LLC | 66,892 | $720K |
| AQR CAPITAL MANAGEMENT LLC | 46,876 | $505K |
| LSV ASSET MANAGEMENT | 20,054 | $216K |
| AMERIPRISE FINANCIAL INC | 17,521 | $189K |
| Sixth Street Partners Management Co | 15,526 | $167K |
| RAYMOND JAMES FINANCIAL INC | 10,360 | $112K |
| CANADA PENSION PLAN INVESTMENT BOAR | 9,100 | $98K |
| IMC-Chicago, LLC | 8,738 | $94K |
| State of Wyoming | 7,737 | $83K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,694 | $18K |
| Arax Advisory Partners | 545 | $6K |
| Covestor Ltd | 51 | $1K |
| FIDUCIARY FINANCIAL ADVISORS | 25 | $0K |
| Bogart Wealth, LLC | 23 | $0K |
| Fortitude Family Office, LLC | 18 | $0K |
| True Wealth Design, LLC | 11 | $0K |
| Wealth Enhancement Trust Services, | 10 | $0K |
| SJS Investment Consulting Inc. | 8 | $0K |
| JPL Wealth Management, LLC | 3 | $0K |
| Clearstead Advisors, LLC | 2 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Blackstone Inc. | 1,596,142 | $17M |
| NFJ INVESTMENT GROUP, LLC | 52,137 | $562K |
| MILLENNIUM MANAGEMENT LLC | 49,707 | $535K |
| LAZARD ASSET MANAGEMENT LLC | 47,364 | $510K |
| Squarepoint Ops LLC | 33,749 | $363K |
| HRT FINANCIAL LP | 26,612 | $287K |
| CITIZENS FINANCIAL GROUP INC/RI | 25,000 | $269K |
| CITADEL ADVISORS LLC | 23,891 | $257K |
| SIMPLEX TRADING, LLC | 11,268 | $121K |
| Nuveen, LLC | 10,916 | $118K |
| Invesco Ltd. | 10,042 | $108K |
| Verition Fund Management LLC | 8,311 | $90K |
| Palisades Investment Partners, LLC | 8,311 | $90K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 7,703 | $83K |
| BANK OF AMERICA CORP /DE | 6,916 | $74K |
| Caitong International Asset Managem | 3,304 | $36K |
| PEAK6 LLC | 937 | $10K |
| DV Trading LLC | 400 | $4K |
| AMALGAMATED BANK | 160 | $2K |
| Physician Wealth Advisors, Inc. | 46 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BRIGADE CAPITAL MANAGEMENT, LP | +123,476 | +78.6% | 280,476 |
| Corient IA LP | +84,000 | +1120.0% | 91,500 |
| DIMENSIONAL FUND ADVISORS LP | +33,562 | +32.9% | 135,623 |
| GOLDMAN SACHS GROUP INC | +20,857 | +97.7% | 42,195 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | +18,489 | +26.2% | 89,168 |
| BlackRock, Inc. | +15,874 | +5.5% | 304,153 |
| AMERICAN CENTURY COMPANIES INC | +14,186 | +8.8% | 174,786 |
| D. E. Shaw & Co., Inc. | +9,416 | +34.2% | 36,924 |
| RBF Capital, LLC | +9,320 | +10.0% | 102,320 |
| JPMORGAN CHASE & CO | +7,801 | +19.1% | 48,582 |
| GEODE CAPITAL MANAGEMENT, LLC | +3,988 | +3.6% | 115,214 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | +3,280 | +60.2% | 8,730 |
| WELLS FARGO & COMPANY/MN | +1,561 | +92.0% | 3,258 |
| CITIGROUP INC | +972 | +120.0% | 1,782 |
| Tower Research Capital LLC (TRC) | +766 | +100.5% | 1,528 |
| Russell Investments Group, Ltd. | +480 | +3.7% | 13,427 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | +400 | +3.0% | 13,944 |
| ROYAL BANK OF CANADA | +373 | +66.7% | 932 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +345 | +1.3% | 26,361 |
| PNC Financial Services Group, Inc. | +140 | +482.8% | 169 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | -44,144 | -38.2% | 71,300 |
| VANGUARD CAPITAL MANAGEMENT LLC | -43,783 | -13.5% | 281,039 |
| Integrated Wealth Concepts LLC | -25,109 | -99.3% | 180 |
| MORGAN STANLEY | -18,749 | -22.1% | 66,100 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -13,108 | -30.1% | 30,452 |
| UBS Group AG | -9,102 | -37.6% | 15,127 |
| STATE OF WISCONSIN INVESTMENT BOARD | -7,791 | -29.9% | 18,259 |
| MARSHALL WACE, LLP | -6,101 | -16.4% | 31,172 |
| VANGUARD FIDUCIARY TRUST CO | -3,499 | -9.9% | 31,700 |
| XTX Topco Ltd | -3,475 | -24.4% | 10,742 |
| GROUP ONE TRADING LLC | -2,434 | -71.0% | 992 |
| NORTHERN TRUST CORP | -1,403 | -4.1% | 32,629 |
| Bank of New York Mellon Corp | -1,178 | -4.2% | 26,596 |
| FMR LLC | -694 | -38.2% | 1,122 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | -574 | -24.3% | 1,792 |
| BARCLAYS PLC | -231 | -34.8% | 433 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -221 | -80.4% | 54 |
| FIRST TRUST ADVISORS LP | -192 | -1.1% | 17,018 |
| STATE STREET CORP | -192 | -0.3% | 73,284 |
| RHUMBLINE ADVISERS | -134 | -3.5% | 3,723 |