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Velocity Financial

69 hedge funds and large institutions have $640M invested in Velocity Financial in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 1

383% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 6

44% more funds holding

Funds holding: 4869 (+21)

43% more call options, than puts

Call options by funds: $16M | Put options by funds: $11.2M

10% more capital invested

Capital invested by funds: $581M → $640M (+$59.4M)

0.41% more ownership

Funds ownership: 98.18%98.59% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
69
Holders Change
+21
Holders Change %
+43.75%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
29
Reduced
6
Closed
1
Calls
$16M
Puts
$11.2M
Net Calls
+$4.77M
Net Calls Change
+$6.31M
Name Holding Trade Value Shares
Change
Change in
Stake
SPG
1
Snow Phipps Group
New York
$241M
Allianz Asset Management
2
Allianz Asset Management
Germany
$215M
BPCM
3
Beach Point Capital Management
California
$109M
BlackRock
4
BlackRock
New York
$19.8M +$6.64M +351,846 +54%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.18M +$815K +43,198 +10%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$9.13M -$12.2M -647,742 -58%
BCM
7
Bridgeway Capital Management
Texas
$5.79M +$132K +6,968 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$3.84M +$922K +48,848 +33%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.83M -$45.9K -2,433 -1%
EF
10
Empowered Funds
Pennsylvania
$2.72M +$132K +6,968 +5%
State Street
11
State Street
Massachusetts
$2.66M -$459K -24,321 -15%
Charles Schwab
12
Charles Schwab
California
$1.56M +$938K +49,687 +167%
Mariner
13
Mariner
Kansas
$1.49M +$70.2K +3,718 +5%
Northern Trust
14
Northern Trust
Illinois
$1.47M +$34.7K +1,837 +3%
American Century Companies
15
American Century Companies
Missouri
$1.35M +$1.3M +68,808 New
Morgan Stanley
16
Morgan Stanley
New York
$1.21M +$246K +13,046 +27%
Renaissance Technologies
17
Renaissance Technologies
New York
$1.16M +$1.12M +59,200 New
Goldman Sachs
18
Goldman Sachs
New York
$1.14M +$797K +42,219 +267%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$877K +$844K +44,698 New
Squarepoint
20
Squarepoint
New York
$803K +$773K +40,953 New
Millennium Management
21
Millennium Management
New York
$564K +$213K +11,297 +65%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$546K +$149K +7,907 +40%
Citadel Advisors
23
Citadel Advisors
Florida
$509K +$180K +9,517 +58%
JP Morgan Chase
24
JP Morgan Chase
New York
$492K +$322K +17,068 +213%
Parallax Volatility Advisers
25
Parallax Volatility Advisers
California
$403K +$360K +19,057 +1,270%

VEL Hedge Fund Activity: Q3 2024 in Review

69 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Velocity Financial (VEL) for Q3 2024, worth a combined $640M — up 10% from $581M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VEL positions and 1 closed out — a net gain of 21 holders — while 29 added to existing stakes and 6 trimmed.

The largest buyer was BlackRock, adding an estimated $6.64M. The largest seller was Adage Capital Partners, cutting an estimated $12.2M.

  • 69 institutional investors held Velocity Financial (VEL) as of Q3 2024, up from 48 in Q2 2024.
  • Funds reported $640M of Velocity Financial stock for Q3 2024, up 10% quarter-over-quarter.
  • 22 funds opened new Velocity Financial positions in Q3 2024 and 1 closed out, a net change of +21 holders.
  • The largest Velocity Financial buyer in Q3 2024 was BlackRock, an estimated $6.64M added.
  • The largest Velocity Financial seller in Q3 2024 was Adage Capital Partners, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2024.