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Velocity Financial

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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

1% more capital invested

Capital invested by funds: $341M → $345M (+$3.89M)

0.65% more ownership

Funds ownership: 96.21%96.86% (+0.65%)

0% more funds holding

Funds holding: 4545 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $21K

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
Name Holding Trade Value Shares
Change
Change in
Stake
SPG
1
Snow Phipps Group
New York
$135M
Allianz Asset Management
2
Allianz Asset Management
Germany
$120M
BPCM
3
Beach Point Capital Management
California
$36M +$2.18M +204,845 +7%
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$12.3M -$167K -15,691 -1%
WA
5
Wasatch Advisors
Utah
$10.2M
Vanguard Group
6
Vanguard Group
Pennsylvania
$6.03M +$13K +1,226 +0.2%
BlackRock
7
BlackRock
New York
$5.95M +$809K +76,142 +16%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$4.97M -$583K -54,900 -11%
Boston Partners
9
Boston Partners
Massachusetts
$3.91M -$118K -11,155 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.54M +$127K +11,958 +5%
BCM
11
Bridgeway Capital Management
Texas
$1.46M
Russell Investments Group
12
Russell Investments Group
United Kingdom
$1.41M -$37.4K -3,518 -3%
State Street
13
State Street
Massachusetts
$1.39M +$153K +14,421 +13%
Northern Trust
14
Northern Trust
Illinois
$977K -$32.3K -3,046 -3%
Charles Schwab
15
Charles Schwab
California
$312K +$1.95K +184 +0.7%
Morgan Stanley
16
Morgan Stanley
New York
$268K +$1.76K +166 +0.7%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$268K +$55.2K +5,195 +27%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$229K -$72.4K -6,817 -25%
LCM
19
Laurion Capital Management
New York
$158K -$57K -5,370 -27%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$153K
N
21
Nuveen
North Carolina
$150K +$2.21K +208 +2%
AC
22
Almitas Capital
California
$133K -$17K -1,597 -12%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$131K +$126K +11,882 New
JP Morgan Chase
24
JP Morgan Chase
New York
$51K +$4.91K +462 +11%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$46K -$40.4K -3,806 -48%

VEL Hedge Fund Activity: Q2 2022 in Review

45 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Velocity Financial (VEL) for Q2 2022, worth a combined $345M — up 1.1% from $341M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new VEL positions and 1 closed out — a net gain of 1 holder — while 16 added to existing stakes and 17 trimmed.

The largest buyer was Beach Point Capital Management, adding an estimated $2.18M. The largest seller was Wellington Management Group, cutting an estimated $583K.

  • 45 institutional investors held Velocity Financial (VEL) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $345M of Velocity Financial stock for Q2 2022, up 1.1% quarter-over-quarter.
  • 2 funds opened new Velocity Financial positions in Q2 2022 and 1 closed out, a net change of +1 holder.
  • The largest Velocity Financial buyer in Q2 2022 was Beach Point Capital Management, an estimated $2.18M added.
  • The largest Velocity Financial seller in Q2 2022 was Wellington Management Group, an estimated $583K sold.

Based on aggregated 13F filings for Q2 2022.