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Velocity Financial
VEL

Overview Fund Activity

48 hedge funds and large institutions have $581M invested in Velocity Financial in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
25
Reduced
9
Closed
9
Calls
$12.1M
Puts
$13.6M
Net Calls
-$1.53M
Net Calls Change
-$17.1M

Top Buyers

1
BPCM
1
Beach Point Capital Management
California
$99.3M
2
BlackRock
2
BlackRock
New York
$11.8M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$299K
4
Morgan Stanley
4
Morgan Stanley
New York
$872K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.64M

Top Sellers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$20M
2
Invesco
2
Invesco
Georgia
$0
3
B
3
Bailard
California
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$144K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$179K +$10.1K +562 +6%
Barclays
27
Barclays
United Kingdom
$150K -$53.8K -2,989 -26%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$144K -$209K -11,635 -59%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$112K +$11.7K +650 +12%
MIM
30
MetLife Investment Management
New Jersey
$93K +$9.11K +508 +11%
Mirae Asset Global ETFs Holdings
31
Mirae Asset Global ETFs Holdings
Hong Kong
$87.5K +$87.5K +4,881 New
CF
32
Corebridge Financial
Texas
$86.9K +$86.9K +4,844 New
Deutsche Bank
33
Deutsche Bank
Germany
$86.1K +$28.6K +1,595 +50%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$69K +$53 +3 +0.1%
UBS Group
35
UBS Group
Switzerland
$54.8K -$102K -5,690 -65%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$54.1K +$108 +6 +0.2%
Citigroup
37
Citigroup
New York
$42.4K +$8.05K +449 +23%
TRCT
38
Tower Research Capital (TRC)
New York
$36.7K +$14.1K +786 +62%
Parallax Volatility Advisers
39
Parallax Volatility Advisers
California
$26.9K +$26.9K +1,500 New
Legal & General Group
40
Legal & General Group
United Kingdom
$12.2K – – –
AIP
41
Ameritas Investment Partners
Nebraska
$12K – – –
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$11.7K -$4.09K -228 -26%
AB
43
Amalgamated Bank
New York
$5K – – –
Federated Hermes
44
Federated Hermes
Pennsylvania
$2.83K +$2.83K +158 New
Nisa Investment Advisors
45
Nisa Investment Advisors
Missouri
$1.79K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$1K +$974 +37 +3,700%
AAP
47
Arax Advisory Partners
Colorado
$126 +$126 +7 New
Invesco
48
Invesco
Georgia
– -$265K -14,702 Closed
B
49
Bailard
California
– -$252K -13,980 Closed
Renaissance Technologies
50
Renaissance Technologies
New York
– -$189K -10,500 Closed
1
2
3