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Velocity Financial
VEL

39 hedge funds and large institutions have $255M invested in Velocity Financial in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

5% more funds holding

Funds holding: 37 → 39 (+2)

5% more capital invested

Capital invested by funds: $242M → $255M (+$12.4M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.34% less ownership

Funds ownership: 94.41% → 94.07% (-0.34%)

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
3
Increased
19
Reduced
8
Closed
1
Calls
$1.49M
Puts
–
Net Calls
+$1.49M
Net Calls Change
+$1.49M

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$608K
2
BCM
Bridgeway Capital Management
Texas
+$446K
3
Millennium Management
Millennium Management
New York
+$312K
4
State Street
State Street
Massachusetts
+$303K
5
Wells Fargo
Wells Fargo
California
+$302K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.37M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$985K
3
Renaissance Technologies
Renaissance Technologies
New York
-$300K
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$190K
5
Two Sigma Investments
Two Sigma Investments
New York
-$107K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$89K -$67.7K -5,313 -44%
Deutsche Bank
27
Deutsche Bank
Germany
$65K -$2.08K -163 -3%
Bank of America
28
Bank of America
North Carolina
$64K +$2.94K +231 +5%
AIG
29
American International Group
New York
$62K -$1.43K -112 -2%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$61K -$90K -7,059 -60%
DWA
31
Dorsey Wright & Associates
California
$49K +$47.9K +3,755 New
UBS Group
32
UBS Group
Switzerland
$19K +$3.02K +237 +20%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$14K +$6.23K +489 +83%
Citigroup
34
Citigroup
New York
$13K +$7.28K +571 +140%
TRCT
35
Tower Research Capital (TRC)
New York
$13K +$7.75K +608 +156%
AIP
36
Ameritas Investment Partners
Nebraska
$9K – – –
Legal & General Group
37
Legal & General Group
United Kingdom
$9K – – –
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$2K – – –
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$1K +$892 +70 New
Renaissance Technologies
40
Renaissance Technologies
New York
– -$300K -23,993 Closed
1
2

VEL Hedge Fund Activity: Q3 2021 in Review

39 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Velocity Financial (VEL) for Q3 2021, worth a combined $255M — up 5.1% from $242M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new VEL positions and 1 closed out — a net gain of 2 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was Northern Trust, adding an estimated $608K. The largest seller was Wellington Management Group, cutting an estimated $1.37M.

  • 39 institutional investors held Velocity Financial (VEL) as of Q3 2021, up from 37 in Q2 2021.
  • Funds reported $255M of Velocity Financial stock for Q3 2021, up 5.1% quarter-over-quarter.
  • 3 funds opened new Velocity Financial positions in Q3 2021 and 1 closed out, a net change of +2 holders.
  • The largest Velocity Financial buyer in Q3 2021 was Northern Trust, an estimated $608K added.
  • The largest Velocity Financial seller in Q3 2021 was Wellington Management Group, an estimated $1.37M sold.

Based on aggregated 13F filings for Q3 2021.