VEL icon

Velocity Financial
VEL

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
7
Reduced
21
Closed
6
Calls
$1K
Puts
$1K
Net Calls
–
Net Calls Change
-$3.07M

Top Buyers

1
BPCM
Beach Point Capital Management
California
$33.6M
2
State Street
State Street
Massachusetts
$1.23M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$211K
4
Morgan Stanley
Morgan Stanley
New York
$264K
5
Geode Capital Management
Geode Capital Management
Massachusetts
$2.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$5.55M
2
WA
Wasatch Advisors
Utah
$10.2M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$12.4M
4
BCM
Bridgeway Capital Management
Texas
$1.46M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPG
1
Snow Phipps Group
New York
$134M – – –
Allianz Asset Management
2
Allianz Asset Management
Germany
$120M – – –
BPCM
3
Beach Point Capital Management
California
$33.6M +$1.85M +168,791 +6%
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$12.4M -$347K -31,687 -3%
WA
5
Wasatch Advisors
Utah
$10.2M -$516K -47,173 -5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.99M -$21.3K -1,946 -0.4%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$5.55M -$827K -75,558 -13%
BlackRock
8
BlackRock
New York
$5.09M -$40.5K -3,701 -0.8%
Boston Partners
9
Boston Partners
Massachusetts
$4.01M -$44.6K -4,081 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.4M +$71.7K +6,558 +3%
BCM
11
Bridgeway Capital Management
Texas
$1.46M -$287K -26,221 -16%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$1.44M -$100K -9,163 -7%
State Street
13
State Street
Massachusetts
$1.23M +$240K +21,968 +24%
Northern Trust
14
Northern Trust
Illinois
$1.01M -$16.2K -1,478 -2%
Charles Schwab
15
Charles Schwab
California
$308K +$67.8K +6,192 +28%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$303K -$1.14K -104 -0.4%
Morgan Stanley
17
Morgan Stanley
New York
$264K +$73.7K +6,743 +39%
LCM
18
Laurion Capital Management
New York
$216K – – –
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$211K +$211K +19,252 New
HSBC Holdings
20
HSBC Holdings
United Kingdom
$150K – – –
AC
21
Almitas Capital
California
$150K +$150K +13,717 New
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$148K – – –
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$87K -$107K -9,837 -55%
Wells Fargo
24
Wells Fargo
California
$69K -$145K -13,136 -68%
Deutsche Bank
25
Deutsche Bank
Germany
$51K -$6.15K -560 -11%
1
2