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Velocity Financial

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

178% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 9

0% more capital invested

Capital invested by funds: $580M → $581M (+$1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.23% less ownership

Funds ownership: 99.41%98.18% (-1.2%)

6% less funds holding

Funds holding: 5148 (-3)

11% less call options, than puts

Call options by funds: $12.1M | Put options by funds: $13.6M

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
48
Holders Change
-3
Holders Change %
-5.88%
% 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
6
Increased
25
Reduced
9
Closed
9
Calls
$12.1M
Puts
$13.6M
Net Calls
-$1.53M
Net Calls Change
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$179K +$9.91K +562 +6%
Barclays
27
Barclays
United Kingdom
$149K -$52.7K -2,989 -26%
JP Morgan Chase
28
JP Morgan Chase
New York
$144K -$205K -11,635 -59%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$112K +$11.5K +650 +12%
MIM
30
MetLife Investment Management
New Jersey
$93K +$8.96K +508 +11%
Mirae Asset Global ETFs Holdings
31
Mirae Asset Global ETFs Holdings
Hong Kong
$87.5K +$86.1K +4,881 New
CF
32
Corebridge Financial
Texas
$86.9K +$85.4K +4,844 New
Deutsche Bank
33
Deutsche Bank
Germany
$86.1K +$28.1K +1,595 +50%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$69.5K +$53 +3 +0.1%
UBS Group
35
UBS Group
Switzerland
$54.8K -$100K -5,690 -65%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$54.1K +$106 +6 +0.2%
Citigroup
37
Citigroup
New York
$42.4K +$7.92K +449 +23%
TRCT
38
Tower Research Capital (TRC)
New York
$36.7K +$13.9K +786 +62%
Parallax Volatility Advisers
39
Parallax Volatility Advisers
California
$26.9K +$26.5K +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 -$4.02K -228 -26%
AB
43
Amalgamated Bank
New York
$5K
Federated Hermes
44
Federated Hermes
Pennsylvania
$2.83K +$2.79K +158 New
Nisa Investment Advisors
45
Nisa Investment Advisors
Missouri
$1.79K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$1K +$653 +37 +3,700%
AAP
47
Arax Advisory Partners
Colorado
$126 +$123 +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

VEL Hedge Fund Activity: Q2 2024 in Review

48 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Velocity Financial (VEL) for Q2 2024, worth a combined $581M — up 0.17% from $580M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of VEL and 6 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 25 added.

The largest buyer was Beach Point Capital Management, adding an estimated $1.78M. The largest seller was Adage Capital Partners, cutting an estimated $470K.

  • 48 institutional investors held Velocity Financial (VEL) as of Q2 2024, down from 51 in Q1 2024.
  • Funds reported $581M of Velocity Financial stock for Q2 2024, up 0.17% quarter-over-quarter.
  • 6 funds opened new Velocity Financial positions in Q2 2024 and 9 closed out, a net change of -3 holders.
  • The largest Velocity Financial buyer in Q2 2024 was Beach Point Capital Management, an estimated $1.78M added.
  • The largest Velocity Financial seller in Q2 2024 was Adage Capital Partners, an estimated $470K sold.

Based on aggregated 13F filings for Q2 2024.