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Velocity Financial
VEL

Overview Fund Activity

45 hedge funds and large institutions have $345M invested in Velocity Financial in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 1 closing their positions.

Holders
45
Holders Change
–
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
2
Increased
16
Reduced
17
Closed
1
Calls
–
Puts
$21K
Net Calls
-$21K
Net Calls Change
-$21K

Top Buyers

1
BPCM
1
Beach Point Capital Management
California
$36M
2
BlackRock
2
BlackRock
New York
$5.95M
3
State Street
3
State Street
Massachusetts
$1.39M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.54M
5
RhumbLine Advisers
5
RhumbLine Advisers
Massachusetts
$131K

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.97M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$12.3M
3
Boston Partners
3
Boston Partners
Massachusetts
$3.91M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$229K
5
Wells Fargo
5
Wells Fargo
California
$9K
Name Market Value Shares Shares
Change 		Shares
Change %
SPG
1
Snow Phipps Group
New York
$135M 12,272,765 – –
Allianz Asset Management
2
Allianz Asset Management
Germany
$120M 10,963,806 – –
BPCM
3
Beach Point Capital Management
California
$36M 3,277,012 +204,845 +7%
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$12.3M 1,118,763 -15,691 -1%
WA
5
Wasatch Advisors
Utah
$10.2M 929,930 – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$6.03M 548,861 +1,226 +0.2%
BlackRock
7
BlackRock
New York
$5.95M 541,723 +76,142 +16%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$4.97M 452,334 -54,900 -11%
Boston Partners
9
Boston Partners
Massachusetts
$3.91M 355,605 -11,155 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.54M 230,929 +11,958 +5%
BCM
11
Bridgeway Capital Management
Texas
$1.46M 133,200 – –
Russell Investments Group
12
Russell Investments Group
United Kingdom
$1.41M 128,099 -3,518 -3%
State Street
13
State Street
Massachusetts
$1.39M 126,456 +14,421 +13%
Northern Trust
14
Northern Trust
Illinois
$977K 88,912 -3,046 -3%
Charles Schwab
15
Charles Schwab
California
$312K 28,303 +184 +0.7%
Morgan Stanley
16
Morgan Stanley
New York
$268K 24,315 +166 +0.7%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$268K 24,447 +5,195 +27%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$229K 20,814 -6,817 -25%
LCM
19
Laurion Capital Management
New York
$158K 14,381 -5,370 -27%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$153K 13,880 – –
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$150K 13,636 +208 +2%
AC
22
Almitas Capital
California
$133K 12,120 -1,597 -12%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$131K 11,882 +11,882 New
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$51K 4,609 +462 +11%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$46K 4,188 -3,806 -48%
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