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Velocity Financial
VEL

Overview Fund Activity

45 hedge funds and large institutions have $341M invested in Velocity Financial in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
7
Reduced
21
Closed
6
Calls
$1K
Puts
$1K
Net Calls
–
Net Calls Change
-$3.07M

Top Buyers

1
BPCM
Beach Point Capital Management
California
$33.6M
2
State Street
State Street
Massachusetts
$1.23M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$211K
4
Morgan Stanley
Morgan Stanley
New York
$264K
5
Geode Capital Management
Geode Capital Management
Massachusetts
$2.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$5.55M
2
WA
Wasatch Advisors
Utah
$10.2M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$12.4M
4
BCM
Bridgeway Capital Management
Texas
$1.46M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
26
American International Group
New York
$47K -$3.3K -299 -7%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$45K -$92.8K -8,553 -67%
DWA
28
Dorsey Wright & Associates
California
$42K -$5.68K -518 -12%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$42K – – –
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$39K -$11.1K -1,029 -22%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$32K +$32K +2,923 New
Bank of America
32
Bank of America
North Carolina
$26K -$71.4K -6,520 -73%
UBS Group
33
UBS Group
Switzerland
$25K -$16K -1,487 -39%
TRCT
34
Tower Research Capital (TRC)
New York
$19K +$10.1K +937 +114%
Barclays
35
Barclays
United Kingdom
$16K +$16K +1,393 New
AB
36
Amalgamated Bank
New York
$11K +$11K +1,032 New
AF
37
Amalgamated Financial
New York
$11K +$11K +1,032 New
Legal & General Group
38
Legal & General Group
United Kingdom
$7K – – –
AIP
39
Ameritas Investment Partners
Nebraska
$7K – – –
Osaic Holdings
40
Osaic Holdings
Arizona
$7K +$1.75K +150 +33%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$6K -$15.3K -1,350 -72%
Citigroup
42
Citigroup
New York
$4K -$19.5K -1,796 -83%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$2K – – –
Millennium Management
44
Millennium Management
New York
– -$251K -18,329 Closed
Two Sigma Investments
45
Two Sigma Investments
New York
– -$177K -12,919 Closed
Two Sigma Advisers
46
Two Sigma Advisers
New York
– -$167K -12,200 Closed
CG
47
Cutler Group
California
– -$68K -5,000 Closed
Marshall Wace
48
Marshall Wace
United Kingdom
– -$22K -1,601 Closed
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