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Velocity Financial

69 hedge funds and large institutions have $640M invested in Velocity Financial in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 1

383% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 6

44% more funds holding

Funds holding: 4869 (+21)

43% more call options, than puts

Call options by funds: $16M | Put options by funds: $11.2M

10% more capital invested

Capital invested by funds: $581M → $640M (+$59.4M)

0.41% more ownership

Funds ownership: 98.18%98.59% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
69
Holders Change
+21
Holders Change %
+43.75%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
29
Reduced
6
Closed
1
Calls
$16M
Puts
$11.2M
Net Calls
+$4.77M
Net Calls Change
+$6.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$391K +$219K +11,583 +139%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$379K -$123K -6,537 -25%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$314K -$12.3K -653 -4%
Bank of America
29
Bank of America
North Carolina
$306K +$33.4K +1,768 +13%
B
30
Bailard
California
$288K +$277K +14,700 New
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$288K +$277K +14,661 New
ECM
32
ExodusPoint Capital Management
New York
$285K +$274K +14,508 New
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$268K +$6.06K +321 +2%
N
34
Nuveen
North Carolina
$267K
Marshall Wace
35
Marshall Wace
United Kingdom
$255K +$246K +13,008 New
Wells Fargo
36
Wells Fargo
California
$238K +$41.1K +2,178 +22%
TI
37
Trexquant Investment
Connecticut
$222K +$214K +11,343 New
MML Investors Services
38
MML Investors Services
Massachusetts
$206K +$198K +10,494 New
Jane Street
39
Jane Street
New York
$205K +$197K +10,453 New
GCP
40
GSA Capital Partners
United Kingdom
$198K +$190K +10,073 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$146K +$23.3K +1,237 +20%
Citigroup
42
Citigroup
New York
$136K +$86.7K +4,595 +194%
SG Americas Securities
43
SG Americas Securities
New York
$105K +$101K +5,329 New
MIM
44
MetLife Investment Management
New Jersey
$102K
Mirae Asset Global ETFs Holdings
45
Mirae Asset Global ETFs Holdings
Hong Kong
$97K +$1.19K +63 +1%
CF
46
Corebridge Financial
Texas
$94.4K -$566 -30 -0.6%
Deutsche Bank
47
Deutsche Bank
Germany
$94.2K
UBS Group
48
UBS Group
Switzerland
$88.8K +$27.7K +1,468 +48%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$81K +$76.9K +4,074 +10,721%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$76K

VEL Hedge Fund Activity: Q3 2024 in Review

69 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Velocity Financial (VEL) for Q3 2024, worth a combined $640M — up 10% from $581M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VEL positions and 1 closed out — a net gain of 21 holders — while 29 added to existing stakes and 6 trimmed.

The largest buyer was BlackRock, adding an estimated $6.64M. The largest seller was Adage Capital Partners, cutting an estimated $12.2M.

  • 69 institutional investors held Velocity Financial (VEL) as of Q3 2024, up from 48 in Q2 2024.
  • Funds reported $640M of Velocity Financial stock for Q3 2024, up 10% quarter-over-quarter.
  • 22 funds opened new Velocity Financial positions in Q3 2024 and 1 closed out, a net change of +21 holders.
  • The largest Velocity Financial buyer in Q3 2024 was BlackRock, an estimated $6.64M added.
  • The largest Velocity Financial seller in Q3 2024 was Adage Capital Partners, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2024.