Velocity Financial
VEL
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.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
20% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 15
4% more funds holding
Funds holding: 45 → 47 (+2)
0.02% more ownership
Funds ownership: 96.86% → 96.89% (+0.02%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less capital invested
Capital invested by funds: $345M → $340M (-$4.33M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $21K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPCM
Beach Point Capital Management
Santa Monica,
California
|
+$2.66M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$461K |
| 3 |
Mariner
Overland Park,
Kansas
|
+$187K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$170K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$142K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$2.9M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$256K |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$122K |
| 4 |
BlackRock
New York
|
-$69.1K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$21.3K |
VEL Hedge Fund Activity: Q3 2022 in Review
47 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Velocity Financial (VEL) for Q3 2022, worth a combined $340M — down 1.3% from $345M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new VEL positions and 1 closed out — a net gain of 3 holders — while 18 added to existing stakes and 15 trimmed.
The largest buyer was Beach Point Capital Management, adding an estimated $2.66M. The largest seller was Wasatch Advisors, cutting an estimated $2.9M.
- 47 institutional investors held Velocity Financial (VEL) as of Q3 2022, up from 45 in Q2 2022.
- Funds reported $340M of Velocity Financial stock for Q3 2022, down 1.3% quarter-over-quarter.
- 4 funds opened new Velocity Financial positions in Q3 2022 and 1 closed out, a net change of +3 holders.
- The largest Velocity Financial buyer in Q3 2022 was Beach Point Capital Management, an estimated $2.66M added.
- The largest Velocity Financial seller in Q3 2022 was Wasatch Advisors, an estimated $2.9M sold.
Based on aggregated 13F filings for Q3 2022.