Velocity Financial
VEL
23 hedge funds and large institutions have $107M invested in Velocity Financial in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
0% more funds holding
Funds holding: 23 → 23 (0)
13% less capital invested
Capital invested by funds: $123M → $107M (-$16.4M)
42% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 12
44.2% less ownership
Funds ownership: 102.63% → 58.43% (-44%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$4.82M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$301K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$206K |
| 4 |
BPCM
Beach Point Capital Management
Santa Monica,
California
|
+$39K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$28.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$12.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.77M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$732K |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$306K |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$240K |
VEL Hedge Fund Activity: Q1 2021 in Review
23 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Velocity Financial (VEL) for Q1 2021, worth a combined $107M — down 13% from $123M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new VEL positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 12 trimmed.
The largest buyer was Wasatch Advisors, opening a new position worth an estimated $4.82M. The largest seller was Allianz Asset Management, cutting an estimated $12.8M.
- 23 institutional investors held Velocity Financial (VEL) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $107M of Velocity Financial stock for Q1 2021, down 13% quarter-over-quarter.
- 3 funds opened new Velocity Financial positions in Q1 2021 and 1 closed out, a net change of +2 holders.
- The largest Velocity Financial buyer in Q1 2021 was Wasatch Advisors, an estimated $4.82M added.
- The largest Velocity Financial seller in Q1 2021 was Allianz Asset Management, an estimated $12.8M sold.
Based on aggregated 13F filings for Q1 2021.