Velocity Financial
VEL
44 hedge funds and large institutions have $428M invested in Velocity Financial in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
219% more call options, than puts
Call options by funds: $4.47M | Put options by funds: $1.4M
68% more capital invested
Capital invested by funds: $255M → $428M (+$173M)
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
13% more funds holding
Funds holding: 39 → 44 (+5)
2.58% more ownership
Funds ownership: 94.07% → 96.65% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$83.7M |
| 2 |
SPG
Snow Phipps Group
New York
|
+$67M |
| 3 |
BPCM
Beach Point Capital Management
Santa Monica,
California
|
+$1.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.65M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.35M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$619K |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$174K |
| 4 |
Millennium Management
New York
|
-$79.6K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$72.2K |
VEL Hedge Fund Activity: Q4 2021 in Review
44 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Velocity Financial (VEL) for Q4 2021, worth a combined $428M — up 68% from $255M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new VEL positions and 1 closed out — a net gain of 5 holders — while 19 added to existing stakes and 12 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $83.7M. The largest seller was Wellington Management Group, cutting an estimated $4.35M.
- 44 institutional investors held Velocity Financial (VEL) as of Q4 2021, up from 39 in Q3 2021.
- Funds reported $428M of Velocity Financial stock for Q4 2021, up 68% quarter-over-quarter.
- 6 funds opened new Velocity Financial positions in Q4 2021 and 1 closed out, a net change of +5 holders.
- The largest Velocity Financial buyer in Q4 2021 was Allianz Asset Management, an estimated $83.7M added.
- The largest Velocity Financial seller in Q4 2021 was Wellington Management Group, an estimated $4.35M sold.
Based on aggregated 13F filings for Q4 2021.