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Velocity Financial

39 hedge funds and large institutions have $255M invested in Velocity Financial in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

5% more funds holding

Funds holding: 3739 (+2)

5% more capital invested

Capital invested by funds: $242M → $255M (+$12.4M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.34% less ownership

Funds ownership: 94.41%94.07% (-0.34%)

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
3
Increased
19
Reduced
8
Closed
1
Calls
$1.49M
Puts
Net Calls
+$1.49M
Net Calls Change
+$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
SPG
1
Snow Phipps Group
New York
$93.1M
Allianz Asset Management
2
Allianz Asset Management
Germany
$58.8M
BPCM
3
Beach Point Capital Management
California
$36.3M
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$16M -$985K -77,272 -6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$12.1M -$1.37M -107,642 -10%
WA
6
Wasatch Advisors
Utah
$11.2M +$164K +12,878 +2%
BlackRock
7
BlackRock
New York
$5.64M +$71.8K +5,636 +1%
Vanguard Group
8
Vanguard Group
Pennsylvania
$5.54M +$31.8K +2,496 +0.6%
Boston Partners
9
Boston Partners
Massachusetts
$4.92M +$48.9K +3,840 +1%
BCM
10
Bridgeway Capital Management
Texas
$2M +$446K +35,000 +30%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$1.91M -$190K -14,943 -9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.86M +$14.1K +1,103 +0.8%
State Street
13
State Street
Massachusetts
$1.14M +$303K +23,799 +38%
Northern Trust
14
Northern Trust
Illinois
$1.09M +$608K +47,744 +137%
Wells Fargo
15
Wells Fargo
California
$329K +$302K +23,706 +1,845%
Millennium Management
16
Millennium Management
New York
$323K +$312K +24,507 New
N
17
Nuveen
North Carolina
$313K +$15.8K +1,238 +5%
Charles Schwab
18
Charles Schwab
California
$289K
Bank of New York Mellon
19
Bank of New York Mellon
New York
$283K +$39.3K +3,084 +17%
LCM
20
Laurion Capital Management
New York
$260K
Morgan Stanley
21
Morgan Stanley
New York
$223K +$17.6K +1,378 +9%
Two Sigma Investments
22
Two Sigma Investments
New York
$213K -$107K -8,408 -34%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$190K +$16.6K +1,300 +10%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$182K
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$106K +$828 +65 +0.8%

VEL Hedge Fund Activity: Q3 2021 in Review

39 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Velocity Financial (VEL) for Q3 2021, worth a combined $255M — up 5.1% from $242M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new VEL positions and 1 closed out — a net gain of 2 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was Northern Trust, adding an estimated $608K. The largest seller was Wellington Management Group, cutting an estimated $1.37M.

  • 39 institutional investors held Velocity Financial (VEL) as of Q3 2021, up from 37 in Q2 2021.
  • Funds reported $255M of Velocity Financial stock for Q3 2021, up 5.1% quarter-over-quarter.
  • 3 funds opened new Velocity Financial positions in Q3 2021 and 1 closed out, a net change of +2 holders.
  • The largest Velocity Financial buyer in Q3 2021 was Northern Trust, an estimated $608K added.
  • The largest Velocity Financial seller in Q3 2021 was Wellington Management Group, an estimated $1.37M sold.

Based on aggregated 13F filings for Q3 2021.