Velocity Financial
VEL
43 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, 19 increasing their positions, 10 reducing their positions, and 5 closing their positions.
90% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 10
0.57% more ownership
Funds ownership: 96.89% → 97.45% (+0.57%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9% less funds holding
Funds holding: 47 → 43 (-4)
10% less capital invested
Capital invested by funds: $340M → $305M (-$35.6M)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPCM
Beach Point Capital Management
Santa Monica,
California
|
+$4.46M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$957K |
| 3 |
BlackRock
New York
|
+$292K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$120K |
| 5 |
State Street
Boston,
Massachusetts
|
+$57.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$1.81M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$1.14M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$457K |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$396K |
| 5 |
ZCM
Zebra Capital Management
Stamford,
Connecticut
|
-$118K |
VEL Hedge Fund Activity: Q4 2022 in Review
43 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Velocity Financial (VEL) for Q4 2022, worth a combined $305M — down 10% from $340M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of VEL and 2 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 19 added.
The largest buyer was Beach Point Capital Management, adding an estimated $4.46M. The largest seller was Wasatch Advisors, cutting an estimated $1.81M.
- 43 institutional investors held Velocity Financial (VEL) as of Q4 2022, down from 47 in Q3 2022.
- Funds reported $305M of Velocity Financial stock for Q4 2022, down 10% quarter-over-quarter.
- 2 funds opened new Velocity Financial positions in Q4 2022 and 5 closed out, a net change of -3 holders.
- The largest Velocity Financial buyer in Q4 2022 was Beach Point Capital Management, an estimated $4.46M added.
- The largest Velocity Financial seller in Q4 2022 was Wasatch Advisors, an estimated $1.81M sold.
Based on aggregated 13F filings for Q4 2022.