Velocity Financial
VEL
45 hedge funds and large institutions have $341M invested in Velocity Financial in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 21 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
2% more funds holding
Funds holding: 44 → 45 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more call options, than puts
Call options by funds: $1K | Put options by funds: $1K
0.44% less ownership
Funds ownership: 96.65% → 96.21% (-0.44%)
20% less capital invested
Capital invested by funds: $428M → $341M (-$86.6M)
67% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPCM
Beach Point Capital Management
Santa Monica,
California
|
+$2.08M |
| 2 |
State Street
Boston,
Massachusetts
|
+$271K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$237K |
| 4 |
Morgan Stanley
New York
|
+$83K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$80.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$930K |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$581K |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$390K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$323K |
| 5 |
Millennium Management
New York
|
-$251K |
VEL Hedge Fund Activity: Q1 2022 in Review
45 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Velocity Financial (VEL) for Q1 2022, worth a combined $341M — down 20% from $428M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new VEL positions and 6 closed out — a net gain of 1 holder — while 7 added to existing stakes and 21 trimmed.
The largest buyer was Beach Point Capital Management, adding an estimated $2.08M. The largest seller was Wellington Management Group, cutting an estimated $930K.
- 45 institutional investors held Velocity Financial (VEL) as of Q1 2022, up from 44 in Q4 2021.
- Funds reported $341M of Velocity Financial stock for Q1 2022, down 20% quarter-over-quarter.
- 7 funds opened new Velocity Financial positions in Q1 2022 and 6 closed out, a net change of +1 holder.
- The largest Velocity Financial buyer in Q1 2022 was Beach Point Capital Management, an estimated $2.08M added.
- The largest Velocity Financial seller in Q1 2022 was Wellington Management Group, an estimated $930K sold.
Based on aggregated 13F filings for Q1 2022.