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Velocity Financial
VEL

Overview Fund Activity

44 hedge funds and large institutions have $367M invested in Velocity Financial in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
20
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPCM
1
Beach Point Capital Management
California
$57.3M
2
EST
2
EA Series Trust
Pennsylvania
$1.09M
3
EF
3
Empowered Funds
Pennsylvania
$1.09M
4
State Street
4
State Street
Massachusetts
$2.04M
5
B
5
Bailard
California
$223K

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$0
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$13.2M
3
BlackRock
3
BlackRock
New York
$6.82M
4
Millennium Management
4
Millennium Management
New York
$0
5
LCM
5
Laurion Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
26
Barclays
United Kingdom
$80K 6,973 -3,039 -30%
Deutsche Bank
27
Deutsche Bank
Germany
$78.9K 6,844 +1,487 +28%
TRCT
28
Tower Research Capital (TRC)
New York
$65.1K 5,646 +2,775 +97%
UBS Group
29
UBS Group
Switzerland
$57.6K 4,999 +18 +0.4%
AIG
30
American International Group
New York
$48.6K 4,215 +61 +1%
Wells Fargo
31
Wells Fargo
California
$46.3K 4,015 +1,801 +81%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$45K 3,868 -13 -0.3%
GCM
33
Gladius Capital Management
Illinois
$37.6K 3,263 +3,263 New
Fidelity Investments
34
Fidelity Investments
Massachusetts
$34.6K 2,998 +29 +1%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$33.6K 2,913 -287 -9%
Citigroup
36
Citigroup
New York
$31.8K 2,754 +2,748 +45,800%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$11K 913 +432 +90%
AB
38
Amalgamated Bank
New York
$10K 847 -81 -9%
Legal & General Group
39
Legal & General Group
United Kingdom
$7.85K 681 – –
AIP
40
Ameritas Investment Partners
Nebraska
$7.75K 672 – –
SSG
41
Summit Securities Group
New York
$4K 326 +326 New
Nisa Investment Advisors
42
Nisa Investment Advisors
Missouri
$1.15K 100 +100 New
C
43
Covestor
United Kingdom
$1K 100 -64 -39%
Toronto Dominion Bank
44
Toronto Dominion Bank
Ontario, Canada
$1K 64 +64 New
WA
45
Wasatch Advisors
Utah
– – -194,722 Closed
Millennium Management
46
Millennium Management
New York
– – -24,824 Closed
LCM
47
Laurion Capital Management
New York
– – -11,212 Closed
Osaic Holdings
48
Osaic Holdings
Arizona
– – -600 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
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