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Velocity Financial
VEL

47 hedge funds and large institutions have $554M invested in Velocity Financial in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more capital invested

Capital invested by funds: $360M → $554M (+$194M)

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 46 → 47 (+1)

0.97% more ownership

Funds ownership: 97.17% → 98.14% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
20
Reduced
14
Closed
4
Calls
$11.7M
Puts
–
Net Calls
+$11.7M
Net Calls Change
+$11.7M

Top Buyers

Rank Fund Capital Flow
1
BPCM
Beach Point Capital Management
California
+$2.49M
2
BlackRock
BlackRock
New York
+$746K
3
Morgan Stanley
Morgan Stanley
New York
+$660K
4
EI
EAM Investors
California
+$616K
5
Goldman Sachs
Goldman Sachs
New York
+$277K

Top Sellers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
-$654K
2
Millennium Management
Millennium Management
New York
-$571K
3
Citadel Advisors
Citadel Advisors
Florida
-$139K
4
Jane Street
Jane Street
New York
-$75.4K
5
State Street
State Street
Massachusetts
-$30.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPG
1
Snow Phipps Group
New York
$211M – – –
Allianz Asset Management
2
Allianz Asset Management
Germany
$189M – – –
BPCM
3
Beach Point Capital Management
California
$91.4M +$2.49M +183,916 +4%
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$20.3M +$89.3K +6,590 +0.6%
BlackRock
5
BlackRock
New York
$10.4M +$746K +55,081 +10%
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.22M +$68.8K +5,075 +1%
BCM
7
Bridgeway Capital Management
Texas
$4.65M +$138K +10,176 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.32M -$654K -48,240 -20%
State Street
9
State Street
Massachusetts
$2.96M -$30.6K -2,255 -1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$2.02M +$255K +18,787 +19%
EF
11
Empowered Funds
Pennsylvania
$1.95M +$138K +10,176 +10%
Northern Trust
12
Northern Trust
Illinois
$1.33M -$19.2K -1,417 -2%
Morgan Stanley
13
Morgan Stanley
New York
$1.27M +$660K +48,694 +196%
EI
14
EAM Investors
California
$783K +$616K +45,477 New
Mariner
15
Mariner
Kansas
$685K +$12.3K +908 +2%
Goldman Sachs
16
Goldman Sachs
New York
$582K +$277K +20,423 +152%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$547K +$637 +47 +0.1%
Charles Schwab
18
Charles Schwab
California
$486K – – –
Millennium Management
19
Millennium Management
New York
$445K -$571K -42,147 -62%
Bank of America
20
Bank of America
North Carolina
$344K +$27.9K +2,058 +11%
Barclays
21
Barclays
United Kingdom
$297K +$142K +10,510 +156%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$293K -$13.9K -1,025 -5%
Jane Street
23
Jane Street
New York
$264K -$75.4K -5,561 -27%
B
24
Bailard
California
$261K +$1.35K +100 +0.7%
N
25
Nuveen
North Carolina
$235K – – –
1
2 3

VEL Hedge Fund Activity: Q4 2023 in Review

47 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Velocity Financial (VEL) for Q4 2023, worth a combined $554M — up 54% from $360M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new VEL positions and 4 closed out — a net gain of 1 holder — while 20 added to existing stakes and 14 trimmed.

The largest buyer was Beach Point Capital Management, adding an estimated $2.49M. The largest seller was Geode Capital Management, cutting an estimated $654K.

  • 47 institutional investors held Velocity Financial (VEL) as of Q4 2023, up from 46 in Q3 2023.
  • Funds reported $554M of Velocity Financial stock for Q4 2023, up 54% quarter-over-quarter.
  • 5 funds opened new Velocity Financial positions in Q4 2023 and 4 closed out, a net change of +1 holder.
  • The largest Velocity Financial buyer in Q4 2023 was Beach Point Capital Management, an estimated $2.49M added.
  • The largest Velocity Financial seller in Q4 2023 was Geode Capital Management, an estimated $654K sold.

Based on aggregated 13F filings for Q4 2023.