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Velocity Financial

72 hedge funds and large institutions have $638M invested in Velocity Financial in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 16

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

4% more funds holding

Funds holding: 6972 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.04% less ownership

Funds ownership: 98.59%98.56% (-0.04%)

0% less capital invested

Capital invested by funds: $640M → $638M (-$1.66M)

19% less call options, than puts

Call options by funds: $16.7M | Put options by funds: $20.6M

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
31
Reduced
16
Closed
10
Calls
$16.7M
Puts
$20.6M
Net Calls
-$3.85M
Net Calls Change
-$8.62M
Name Holding Trade Value Shares
Change
Change in
Stake
SPG
1
Snow Phipps Group
New York
$240M
Allianz Asset Management
2
Allianz Asset Management
Germany
$214M
BPCM
3
Beach Point Capital Management
California
$103M -$5.27M -265,429 -5%
BlackRock
4
BlackRock
New York
$20M +$319K +16,041 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.09M -$65.7K -3,304 -0.7%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$8.75M -$358K -18,034 -4%
BCM
7
Bridgeway Capital Management
Texas
$5.92M +$140K +7,035 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$4.6M +$778K +39,165 +20%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.71M -$117K -5,909 -3%
EF
10
Empowered Funds
Pennsylvania
$2.85M +$140K +7,035 +5%
State Street
11
State Street
Massachusetts
$2.6M -$53.2K -2,676 -2%
Mariner
12
Mariner
Kansas
$1.98M +$498K +25,048 +33%
Goldman Sachs
13
Goldman Sachs
New York
$1.89M +$769K +38,697 +67%
Charles Schwab
14
Charles Schwab
California
$1.56M +$7.47K +376 +0.5%
American Century Companies
15
American Century Companies
Missouri
$1.5M +$157K +7,889 +11%
Northern Trust
16
Northern Trust
Illinois
$1.43M -$37.6K -1,893 -3%
Morgan Stanley
17
Morgan Stanley
New York
$1.3M +$91.3K +4,596 +7%
Group One Trading
18
Group One Trading
Illinois
$1.22M +$1.24M +62,618 New
Renaissance Technologies
19
Renaissance Technologies
New York
$1.12M -$33.8K -1,700 -3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$875K +$505K +25,435 +132%
Nomura Holdings
21
Nomura Holdings
Japan
$814K +$827K +41,630 New
Citadel Advisors
22
Citadel Advisors
Florida
$698K +$193K +9,721 +37%
JP Morgan Chase
23
JP Morgan Chase
New York
$681K +$194K +9,745 +39%
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$631K -$248K -12,460 -28%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$616K +$75.1K +3,779 +14%

VEL Hedge Fund Activity: Q4 2024 in Review

72 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Velocity Financial (VEL) for Q4 2024, worth a combined $638M — down 0.26% from $640M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VEL positions and 10 closed out — a net gain of 4 holders — while 31 added to existing stakes and 16 trimmed.

The largest buyer was Group One Trading, opening a new position worth an estimated $1.24M. The largest seller was Beach Point Capital Management, cutting an estimated $5.27M.

  • 72 institutional investors held Velocity Financial (VEL) as of Q4 2024, up from 69 in Q3 2024.
  • Funds reported $638M of Velocity Financial stock for Q4 2024, down 0.26% quarter-over-quarter.
  • 14 funds opened new Velocity Financial positions in Q4 2024 and 10 closed out, a net change of +4 holders.
  • The largest Velocity Financial buyer in Q4 2024 was Group One Trading, an estimated $1.24M added.
  • The largest Velocity Financial seller in Q4 2024 was Beach Point Capital Management, an estimated $5.27M sold.

Based on aggregated 13F filings for Q4 2024.