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Velocity Financial
VEL

Overview Fund Activity

47 hedge funds and large institutions have $340M invested in Velocity Financial in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 1 closing their positions.

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
18
Reduced
15
Closed
1
Calls
–
Puts
$21K
Net Calls
-$21K
Net Calls Change
–

Top Buyers

1
BPCM
1
Beach Point Capital Management
California
$38M
2
BCM
2
Bridgeway Capital Management
Texas
$1.88M
3
Mariner
3
Mariner
Kansas
$177K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.66M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$399K

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$7.34M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$1.14M
3
Boston Partners
3
Boston Partners
Massachusetts
$3.74M
4
BlackRock
4
BlackRock
New York
$5.81M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.93M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$50K 4,640 +31 +0.7%
Allspring Global Investments
27
Allspring Global Investments
North Carolina
$45K 4,188 – –
AIG
28
American International Group
New York
$44K 4,087 +58 +1%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$42K 3,881 +16 +0.4%
Deutsche Bank
30
Deutsche Bank
Germany
$38K 3,481 -579 -14%
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$37K 3,397 -284 -8%
Bank of America
32
Bank of America
North Carolina
$37K 3,452 +217 +7%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$35K 3,189 +53 +2%
AB
34
Amalgamated Bank
New York
$12K 1,108 +2 +0.2%
TRCT
35
Tower Research Capital (TRC)
New York
$10K 891 -129 -13%
Barclays
36
Barclays
United Kingdom
$9K 888 +456 +106%
Wells Fargo
37
Wells Fargo
California
$8K 706 -89 -11%
Legal & General Group
38
Legal & General Group
United Kingdom
$7K 681 – –
Osaic Holdings
39
Osaic Holdings
Arizona
$7K 600 – –
AIP
40
Ameritas Investment Partners
Nebraska
$7K 672 – –
Simplex Trading
41
Simplex Trading
Illinois
$7K 730 +61 +9%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$6.76K 624 +624 New
UBS Group
43
UBS Group
Switzerland
$6K 555 -596 -52%
Citigroup
44
Citigroup
New York
$1K 132 -489 -79%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$1K 105 +57 +119%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
– – -149 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
– – – –
CS
48
Credit Suisse
Switzerland
$0 47 +2 +4%
C
49
Covestor
United Kingdom
$0 4 +4 New
1
2