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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
TRCT
51
Tower Research Capital (TRC)
New York
$65K +$24K +1,270 +62%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$63.5K +$4.17K +221 +7%
Allspring Global Investments
53
Allspring Global Investments
North Carolina
$38.8K +$37.4K +1,981 New
GCM
54
Gladius Capital Management
Illinois
$33.1K +$31.9K +1,689 New
Federated Hermes
55
Federated Hermes
Pennsylvania
$23.2K +$19.3K +1,024 +648%
Legal & General Group
56
Legal & General Group
United Kingdom
$17.9K +$4.4K +233 +34%
AIP
57
Ameritas Investment Partners
Nebraska
$13.2K
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$12.8K
HCA
59
Harbor Capital Advisors
Illinois
$9K +$8.63K +457 New
AB
60
Amalgamated Bank
New York
$6K
VWM
61
Venturi Wealth Management
Texas
$5.51K +$5.3K +281 New
Osaic Holdings
62
Osaic Holdings
Arizona
$3.49K +$3.36K +178 New
Russell Investments Group
63
Russell Investments Group
United Kingdom
$2.55K +$2.45K +130 New
Nisa Investment Advisors
64
Nisa Investment Advisors
Missouri
$1.96K
PI
65
PEAK6 Investments
Illinois
$1K +$963 +51 New
SCM
66
Sterling Capital Management
North Carolina
$569 +$547 +29 New
CPA
67
Capital Performance Advisors
California
$255 +$245 +13 New
AAP
68
Arax Advisory Partners
Colorado
$138
EI
69
EAM Investors
California
-$925K -51,598 Closed
C
70
Covestor
United Kingdom
+$132 +7 +47%

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.