Finance of America Compan

13F holders, Q1 2024 (March 31)
48holders
2famous investors
$0.73avg. 13F price*

At the end of Q1 2024, 48 institutions reported holding Finance of America Compan in their 13F filings. The largest holders were Blackstone Inc. ($23.6M), Omega Advisors (Leon Cooperman) ($4.4M) and Adage Capital Partners Gp, L.L.C. ($2.5M). 2 famous investors held it, including Leon Cooperman (0.2% of Omega Advisors (Leon Cooperman)'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Finance of America Compan
CUSIP
31738L107
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 48Q1 2024Q2 2024: 50Q2 2024Q3 2024: 1Q3 2024Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions5$18K
Exits3$39K

Ownership 48 holders

Blackstone Inc. 0.10% Reduce -0.1% 32,095,343 $23.6M
Omega Advisors (Leon Cooperman) 0.18% No change 6,000,000 $4.4M
Adage Capital Partners Gp, L.L.C. 0.00% No change 3,342,883 $2.5M
BlackRock Inc. 0.00% Reduce -4.0% 2,818,145 $2.1M
Vanguard Group Inc. 0.00% Add +1.1% 2,193,550 $1.6M
Long Focus Capital Management, LLC 0.09% No change 1,104,348 $812K
Geode Capital Management, LLC 0.00% Add +4.7% 905,610 $666K
State Street Corp. 0.00% Reduce -0.5% 765,849 $563K
Northern Trust Corp. 0.00% Reduce -4.9% 426,269 $313K
Nuveen Asset Management, LLC 0.00% No change 257,617 $189K
Invesco Ltd. 0.00% Add +1446.7% 175,023 $129K
Bank of New York Mellon Corp 0.00% Add +9.1% 160,415 $118K
Charles Schwab Investment Management Inc. 0.00% No change 141,054 $104K
Renaissance Technologies 0.00% Reduce -3.8% 109,500 $80K
Morgan Stanley 0.00% Reduce -48.6% 101,381 $75K
HighTower Advisors, LLC 0.00% No change 97,528 $72K
JPMorgan Chase & Co. 0.00% Add +19.6% 76,337 $56K
Rhumbline Advisers 0.00% Add +1.4% 71,164 $52K
UBS Group AG 0.00% Reduce -25.0% 53,768 $40K
Coastal Bridge Advisors, LLC 0.01% No change 45,722 $34K
Bank of America Corp. 0.00% Reduce -63.2% 42,034 $31K
Stifel Financial Corp. 0.00% Reduce -0.1% 39,395 $29K
Barclays PLC 0.00% Reduce -48.0% 38,412 $28K
American International Group, Inc. 0.00% Reduce -0.8% 26,332 $19K
Goldman Sachs Group Inc. 0.00% Reduce -33.3% 25,798 $19K
Capstone Financial Advisors, Inc. 0.00% No change 25,000 $18K
Cowen and Company, LLC 0.00% No change 25,000 $18K
Wells Fargo & Company 0.00% Add +14.8% 18,728 $14K
Jane Street Group, LLC 0.00% Reduce -72.0% 18,264 $13K
SG Americas Securities, LLC 0.00% Reduce -37.4% 18,306 $13K
Citigroup Inc. 0.00% Add +20.5% 17,571 $13K
Tower Research Capital LLC (TRC) 0.00% Add +87.7% 16,216 $12K
New York State Common Retirement Fund 0.00% Reduce -2.4% 14,500 $11K
Stratos Wealth Partners, LTD. 0.00% New 12,500 $9K
T. Rowe Price Associates Inc. 0.00% No change 11,748 $9K
LPL Financial LLC 0.00% New 12,000 $9K
Wolverine Asset Management LLC 0.00% No change 10,050 $7K
Northwestern Mutual Wealth Management Co. 0.00% No change 10,000 $7K
California State Teachers Retirement System 0.00% Reduce -31.0% 6,067 $4K
Legal & General Group Plc 0.00% No change 5,007 $4K
Ameritas Investment Partners, Inc. 0.00% No change 2,618 $2K
FMR LLC 0.00% Add +119.1% 2,588 $2K
Royal Bank of Canada 0.00% Reduce -93.5% 1,218 $1K
Raffa Wealth Management, LLC 0.00% No change 1,049 $771
Avior Wealth Management, LLC 0.00% New 5 $3
Amalgamated Bank 0.00% Reduce -78.3% 636 $0
Simplex Trading, LLC 0.00% New 34 $0
Cwm, LLC 0.00% New 7 $0

"% of holder's portfolio" is FINANCE OF AMERICA COMPAN's weight in each manager's 13F, not the share of Finance of America Compan the manager owns.