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Velocity Financial
VEL

Overview Fund Activity

44 hedge funds and large institutions have $305M invested in Velocity Financial in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
44
Holders Change
-3
Holders Change %
-6.38%
% 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
2
Increased
20
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPCM
1
Beach Point Capital Management
California
$38.2M
2
BCM
2
Bridgeway Capital Management
Texas
$2.59M
3
BlackRock
3
BlackRock
New York
$5.45M
4
Invesco
4
Invesco
Georgia
$115K
5
State Street
5
State Street
Massachusetts
$1.28M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$4.79M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.93M
4
Boston Partners
4
Boston Partners
Massachusetts
$2.95M
5
ZCM
5
Zebra Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPG
1
Snow Phipps Group
New York
$118M 12,272,765 – –
Allianz Asset Management
2
Allianz Asset Management
Germany
$106M 10,963,806 – –
BPCM
3
Beach Point Capital Management
California
$38.2M 3,954,444 +445,105 +13%
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$10.8M 1,119,239 +600 +0.1%
BlackRock
5
BlackRock
New York
$5.45M 564,821 +29,134 +5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.29M 548,520 +1,517 +0.3%
WA
7
Wasatch Advisors
Utah
$4.79M 496,119 -180,692 -27%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$3.93M 406,762 -45,572 -10%
Boston Partners
9
Boston Partners
Massachusetts
$2.95M 305,442 -39,503 -11%
BCM
10
Bridgeway Capital Management
Texas
$2.59M 268,900 +95,500 +55%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.37M 245,976 +167 +0.1%
State Street
12
State Street
Massachusetts
$1.28M 133,080 +5,712 +4%
Northern Trust
13
Northern Trust
Illinois
$853K 88,420 -3,938 -4%
Charles Schwab
14
Charles Schwab
California
$272K 28,217 – –
Bank of New York Mellon
15
Bank of New York Mellon
New York
$241K 25,021 – –
Morgan Stanley
16
Morgan Stanley
New York
$223K 23,071 -382 -2%
Mariner
17
Mariner
Kansas
$196K 20,265 +3,937 +24%
HSBC Holdings
18
HSBC Holdings
United Kingdom
$138K 14,322 +442 +3%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$132K 13,636 – –
LCM
20
Laurion Capital Management
New York
$131K 13,553 – –
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$122K 12,691 +248 +2%
AC
22
Almitas Capital
California
$117K 12,120 – –
Invesco
23
Invesco
Georgia
$115K 11,954 +11,954 New
Bank of America
24
Bank of America
North Carolina
$73.2K 7,589 +4,137 +120%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$56K 5,804 +1,164 +25%
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