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Velocity Financial (VEL) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Velocity Financial (NYSE:VEL)

Current
Institutional Ownership
Percentage
97.49%
Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$10.48M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$58.17K
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VEL Institutional Buying and Selling by Quarter

Velocity Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024 Empowered Funds LLC122,393$2.20M0.0%+8.2%0.371%
1/16/2024 Beach Point Capital Management LP5,307,835$91.40M36.5%+3.6%16.192%
11/15/2023Adage Capital Partners GP L.L.C.1,171,021$13.23M0.0%+2.7%3.572%
11/13/2023Mariner LLC38,849$439K0.0%+101.3%0.119%
11/13/2023Hsbc Holdings PLC18,889$213K0.0%-4.3%0.058%
10/30/2023 Beach Point Capital Management LP5,123,919$57.90M34.2%+3.0%15.641%
10/24/2023Bailard Inc.15,080$170K0.0%-22.2%0.046%
8/10/2023 Beach Point Capital Management LP4,973,395$57.34M23.9%+6.6%15.181%
7/27/2023EA Series Trust94,601$1.09M0.0%N/A0.290%
7/20/2023Bailard Inc.19,383$223K0.0%N/A0.059%
5/2/2023 Beach Point Capital Management LP4,663,900$42.12M20.3%+17.9%14.293%
2/8/2023Boston Partners305,442$2.95M0.0%-11.5%0.942%
1/27/2023 Beach Point Capital Management LP3,954,444$38.16M15.5%+12.7%12.198%
11/9/2022Boston Partners344,945$3.74M0.0%-3.0%1.064%
11/4/2022Russell Investments Group Ltd.105,720$1.14M0.0%-17.5%0.326%
10/24/2022 Beach Point Capital Management LP3,509,339$38.04M12.9%+7.1%10.826%
8/15/2022Laurion Capital Management LP14,381$158K0.0%-27.2%0.044%
7/29/2022Russell Investments Group Ltd.128,099$1.41M0.0%-2.7%0.396%
7/25/2022 Allspring Global Investments Holdings LLC4,188$46K0.0%-47.6%0.013%
7/20/2022 Beach Point Capital Management LP3,277,012$36.01M7.5%+6.7%10.120%
5/10/2022Boston Partners366,760$4.01M0.0%-1.1%1.132%
5/5/2022Russell Investments Group Ltd.131,617$1.44M0.0%-6.5%0.406%
5/2/2022 Beach Point Capital Management LP3,072,167$33.61M5.1%+5.8%9.486%
2/16/2022 Wasatch Advisors Inc.977,103$13.39M0.1%+14.7%3.026%
2/15/2022Adage Capital Partners GP L.L.C.1,166,141$15.98M0.0%-4.0%3.611%
2/11/2022Allianz Asset Management GmbH10,963,806$150.20M0.1%+145.3%33.951%
2/8/2022Northern Trust Corp93,436$1.28M0.0%+13.2%0.289%
2/4/2022Boston Partners370,841$5.08M0.0%-0.9%1.148%
2/2/2022New York State Common Retirement Fund3,865$53K0.0%-52.1%0.012%
1/28/2022 Allspring Global Investments Holdings LLC17,831$244K0.0%N/A0.055%
1/27/2022 Beach Point Capital Management LP2,903,376$39.78M6.4%+5.3%8.991%
1/21/2022Russell Investments Group Ltd.140,780$1.93M0.0%-3.2%0.436%
11/16/2021Wellington Management Group LLP920,548$12.12M0.0%-10.5%4.470%
11/12/2021 Wasatch Advisors Inc.851,994$11.21M0.0%+1.5%4.137%
11/12/2021Geode Capital Management LLC141,672$1.86M0.0%+0.8%0.688%
11/9/2021BlackRock Inc.428,318$5.64M0.0%+1.3%2.080%
11/8/2021Russell Investments Group Ltd.145,484$1.91M0.0%-9.3%0.706%
11/5/2021Boston Partners374,143$4.92M0.0%+1.0%1.817%
8/17/2021Bridgeway Capital Management LLC116,921$1.46M0.0%+85.2%0.568%
8/16/2021California State Teachers Retirement System11,689$146K0.0%N/A0.057%
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8/16/2021Charles Schwab Investment Management Inc.21,927$274K0.0%N/A0.106%
8/16/2021State Street Corp62,756$784K0.0%N/A0.305%
8/16/2021Nuveen Asset Management LLC25,659$321K0.0%N/A0.125%
8/13/2021Renaissance Technologies LLC23,993$300K0.0%-56.9%0.117%
8/13/2021Northern Trust Corp34,797$434K0.0%+82.9%0.169%
8/13/2021Geode Capital Management LLC140,569$1.76M0.0%N/A0.683%
8/13/2021Vanguard Group Inc.418,807$5.23M0.0%+27.1%2.034%
8/12/2021 Wasatch Advisors Inc.839,116$10.48M0.0%+33.0%4.075%
8/12/2021Boston Partners370,303$4.63M0.0%-12.4%1.798%
8/12/2021JPMorgan Chase & Co.12,122$151K0.0%+173,071.4%0.059%
8/11/2021 Bank of New York Mellon Corp18,414$230K0.0%N/A0.089%
8/11/2021BlackRock Inc.422,682$5.28M0.0%+1,476.5%2.052%
8/11/2021Deutsche Bank AG5,091$64K0.0%N/A0.025%
8/4/2021Russell Investments Group Ltd.160,427$2.00M0.0%-56.2%0.780%
8/2/2021New York State Common Retirement Fund8,000$100K0.0%N/A0.039%
7/30/2021 Beach Point Capital Management LP2,756,315$34.43M5.7%+34.5%13.402%
7/29/2021 Snow Phipps Group LLC7,077,961$88.40M74.5%N/A34.414%
5/18/2021Millennium Management LLC23,675$210K0.0%-23.2%0.115%
5/13/2021Renaissance Technologies LLC55,700$494K0.0%-28.3%0.271%
5/13/2021Federated Hermes Inc.40,000$355K0.0%-50.0%0.194%
5/13/2021Allianz Asset Management GmbH4,470,300$39.65M0.0%-27.2%21.735%
5/12/2021 Beach Point Capital Management LP2,048,745$18.17M4.0%+0.2%9.961%
5/10/2021Russell Investments Group Ltd.366,330$3.25M0.0%+1.0%1.781%
5/10/2021 Wasatch Advisors Inc.630,761$5.60M0.0%N/A3.067%
5/10/2021Boston Partners422,749$3.75M0.0%+10.3%2.055%
5/7/2021BlackRock Inc.26,812$238K0.0%+12.0%0.130%
3/17/2021 Snow Phipps Group LLC7,077,961$44.10M68.9%N/A35.237%
2/16/2021Almitas Capital LLC101,647$633K0.6%N/A0.506%
2/12/2021 Snow Phipps Group LLC7,077$44K68.8%N/A0.035%
2/10/2021Renaissance Technologies LLC77,700$484K0.0%+60.5%0.387%
2/10/2021Boston Partners383,318$2.39M0.0%-0.5%1.908%
2/8/2021Russell Investments Group Ltd.362,563$2.26M0.0%+3.3%1.805%
2/5/2021BlackRock Inc.23,930$149K0.0%+11.4%0.119%
2/4/2021Boston Partners383,318$2.39M0.0%-0.5%1.908%
1/26/2021 Beach Point Capital Management LP2,043,646$12.73M4.1%+2.5%10.174%
11/17/2020Jane Street Group LLC15,875$80K0.0%-59.5%0.079%
11/13/2020Morgan Stanley44,931$225K0.0%+25.2%0.224%
11/13/2020Boston Partners385,114$1.93M0.0%-7.2%1.917%
11/12/2020Quilter Plc63,027$316K0.0%+32.0%0.314%
11/6/2020BlackRock Inc.21,474$108K0.0%-13.9%0.107%
10/27/2020 Beach Point Capital Management LP1,994,371$10.01M4.4%+5.7%9.929%
8/17/2020Jane Street Group LLC39,207$155K0.0%N/A0.195%
8/14/2020PDT Partners LLC13,007$51K0.0%N/A0.065%
8/14/2020Bank of America Corp DE11,066$44K0.0%-21.2%0.055%
8/13/2020Federated Hermes Inc.80,000$316K0.0%-36.0%0.398%
8/12/2020Quilter Plc47,746$189K0.0%N/A0.238%
8/5/2020Russell Investments Group Ltd.351,006$1.39M0.0%+1.4%1.747%
8/3/2020 Beach Point Capital Management LP1,886,746$7.45M2.9%+116.1%9.393%
7/31/2020Monarch Partners Asset Management LLC256,825$1.01M0.2%+178.0%1.279%
6/19/2020State Street Corp118,849$895K0.0%N/A0.592%
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(Data available from 1/1/2016 forward)

VEL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VEL shares?

During the previous two years, 11 institutional investors and hedge funds held shares of Velocity Financial. The most heavily invested institutionals were Beach Point Capital Management LP ($91.40M), Adage Capital Partners GP L.L.C. ($13.23M), Boston Partners ($2.95M), Empowered Funds LLC ($2.20M), Russell Investments Group Ltd. ($1.14M), EA Series Trust ($1.09M), and Mariner LLC ($439K).Learn more on VEL's institutional investors.

What percentage of Velocity Financial stock is owned by institutional investors?

97.49% of Velocity Financial stock is owned by institutional investors. Learn more on VEL's institutional investor holdings.

Which institutional investors have been buying Velocity Financial stock?

The following institutional investors have purchased Velocity Financial stock in the last 24 months: Beach Point Capital Management LP ($2.24M), EA Series Trust ($94.60K), Adage Capital Partners GP L.L.C. ($30.41K), Mariner LLC ($19.55K), Bailard Inc. ($19.38K), and Empowered Funds LLC ($9.24K).

How much institutional buying is happening at Velocity Financial?

Institutional investors have bought a total of 2,408,853 shares in the last 24 months. This purchase volume represents approximately $25.95M in transactions.

Which Velocity Financial major shareholders have been selling company stock?

The following institutional investors have sold Velocity Financial stock in the last 24 months: Boston Partners ($54.24K), Russell Investments Group Ltd. ($25.90K), Laurion Capital Management LP ($5.37K), Bailard Inc. ($4.30K), Allspring Global Investments Holdings LLC ($3.81K), and Hsbc Holdings PLC ($845.00).

How much institutional selling is happening at Velocity Financial?

Institutional investors have sold a total of 94,465 shares in the last 24 months. This volume of shares sold represents approximately $981.67K in transactions.


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This page (NYSE:VEL) was last updated on 5/8/2024 by MarketBeat.com Staff

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