Velocity Financial (VEL) Institutional Ownership

$17.88
+0.10 (+0.56%)
(As of 05/17/2024 ET)

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

Current
Institutional Ownership
Percentage
97.49%
Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$10.64M
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024 Torno Capital LLC5,000$90K0.0%N/A0.015%
5/10/2024 Vanguard Group Inc.423,110$7.62M0.0%+0.9%1.283%
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%
11/15/2023 Adage Capital Partners GP L.L.C.1,171,021$13.23M0.0%+2.7%3.572%
11/13/2023 Mariner LLC38,849$439K0.0%+101.3%0.119%
11/13/2023 Hsbc 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%
10/24/2023 Bailard 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%
7/20/2023 Bailard 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%
2/8/2023 Boston 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%
11/9/2022 Boston Partners344,945$3.74M0.0%-3.0%1.064%
11/4/2022 Russell 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%
8/15/2022 Laurion Capital Management LP14,381$158K0.0%-27.2%0.044%
7/29/2022 Russell 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%
5/10/2022 Boston Partners366,760$4.01M0.0%-1.1%1.132%
5/5/2022 Russell 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%
2/15/2022 Adage Capital Partners GP L.L.C.1,166,141$15.98M0.0%-4.0%3.611%
2/11/2022 Allianz Asset Management GmbH10,963,806$150.20M0.1%+145.3%33.951%
2/8/2022 Northern Trust Corp93,436$1.28M0.0%+13.2%0.289%
2/4/2022 Boston Partners370,841$5.08M0.0%-0.9%1.148%
2/2/2022 New 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%
1/21/2022 Russell Investments Group Ltd.140,780$1.93M0.0%-3.2%0.436%
11/16/2021 Wellington 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%
11/12/2021 Geode Capital Management LLC141,672$1.86M0.0%+0.8%0.688%
11/9/2021 BlackRock Inc.428,318$5.64M0.0%+1.3%2.080%
11/8/2021 Russell Investments Group Ltd.145,484$1.91M0.0%-9.3%0.706%
11/5/2021 Boston Partners374,143$4.92M0.0%+1.0%1.817%
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8/17/2021 Bridgeway Capital Management LLC116,921$1.46M0.0%+85.2%0.568%
8/16/2021 California State Teachers Retirement System11,689$146K0.0%N/A0.057%
8/16/2021 Charles Schwab Investment Management Inc.21,927$274K0.0%N/A0.106%
8/16/2021 State Street Corp62,756$784K0.0%N/A0.305%
8/16/2021 Nuveen Asset Management LLC25,659$321K0.0%N/A0.125%
8/13/2021 Renaissance Technologies LLC23,993$300K0.0%-56.9%0.117%
8/13/2021 Northern Trust Corp34,797$434K0.0%+82.9%0.169%
8/13/2021 Geode Capital Management LLC140,569$1.76M0.0%N/A0.683%
8/13/2021 Vanguard 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%
8/12/2021 Boston Partners370,303$4.63M0.0%-12.4%1.798%
8/12/2021 JPMorgan 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%
8/11/2021 BlackRock Inc.422,682$5.28M0.0%+1,476.5%2.052%
8/11/2021 Deutsche Bank AG5,091$64K0.0%N/A0.025%
8/4/2021 Russell Investments Group Ltd.160,427$2.00M0.0%-56.2%0.780%
8/2/2021 New 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%
5/18/2021 Millennium Management LLC23,675$210K0.0%-23.2%0.115%
5/13/2021 Renaissance Technologies LLC55,700$494K0.0%-28.3%0.271%
5/13/2021 Federated Hermes Inc.40,000$355K0.0%-50.0%0.194%
5/13/2021 Allianz 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%
5/10/2021 Russell 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%
5/10/2021 Boston Partners422,749$3.75M0.0%+10.3%2.055%
5/7/2021 BlackRock Inc.26,812$238K0.0%+12.0%0.130%
3/17/2021 Snow Phipps Group LLC7,077,961$44.10M68.9%N/A35.237%
2/16/2021 Almitas Capital LLC101,647$633K0.6%N/A0.506%
2/12/2021 Snow Phipps Group LLC7,077$44K68.8%N/A0.035%
2/10/2021 Renaissance Technologies LLC77,700$484K0.0%+60.5%0.387%
2/10/2021 Boston Partners383,318$2.39M0.0%-0.5%1.908%
2/8/2021 Russell Investments Group Ltd.362,563$2.26M0.0%+3.3%1.805%
2/5/2021 BlackRock Inc.23,930$149K0.0%+11.4%0.119%
2/4/2021 Boston 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%
11/17/2020 Jane Street Group LLC15,875$80K0.0%-59.5%0.079%
11/13/2020 Morgan Stanley44,931$225K0.0%+25.2%0.224%
11/13/2020 Boston Partners385,114$1.93M0.0%-7.2%1.917%
11/12/2020 Quilter Plc63,027$316K0.0%+32.0%0.314%
11/6/2020 BlackRock 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%
8/17/2020 Jane Street Group LLC39,207$155K0.0%N/A0.195%
8/14/2020 PDT Partners LLC13,007$51K0.0%N/A0.065%
8/14/2020 Bank of America Corp DE11,066$44K0.0%-21.2%0.055%
8/13/2020 Federated Hermes Inc.80,000$316K0.0%-36.0%0.398%
8/12/2020 Quilter Plc47,746$189K0.0%N/A0.238%
8/5/2020 Russell 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%
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7/31/2020Monarch Partners Asset Management LLC256,825$1.01M0.2%+178.0%1.279%
6/19/2020 State Street Corp118,849$895K0.0%N/A0.592%
(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, 13 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), Vanguard Group Inc. ($7.62M), Boston Partners ($2.95M), Empowered Funds LLC ($2.20M), Russell Investments Group Ltd. ($1.14M), and EA Series Trust ($1.09M).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), Empowered Funds LLC ($9.24K), and Torno Capital LLC ($5K).

How much institutional buying is happening at Velocity Financial?

Institutional investors have bought a total of 2,417,759 shares in the last 24 months. This purchase volume represents approximately $26.11M 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 ($50.16K), 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 90,384 shares in the last 24 months. This volume of shares sold represents approximately $937.03K in transactions.


This page (NYSE:VEL) was last updated on 5/19/2024 by MarketBeat.com Staff

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