Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Annaly Capital Management NLY Stock Holding History

Capital Fund Management (CFM)’s Portfolio NLY Stock Details NLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$247K Buy
+11,700
New +$266K ﹤0.01% 1985
2025
Q4 		– Sell
-52,100
Closed -$1.05M – 2556
2025
Q3 		$1.05M Sell
52,100
-142,400
-73% -$2.95M ﹤0.01% 2085
2025
Q2 		$3.66M Buy
194,500
+180,700
+1,309% +$3.44M 0.01% 1338
2025
Q1 		$280K Buy
+13,800
New +$284K ﹤0.01% 1918
2024
Q2 		– Sell
-16,500
Closed -$325K – 2085
2024
Q1 		$325K Sell
16,500
-37,000
-69% -$713K ﹤0.01% 1914
2023
Q4 		$1.04M Sell
53,500
-44,100
-45% -$787K ﹤0.01% 1824
2023
Q3 		$1.84M Sell
97,600
-152,500
-61% -$3.03M 0.01% 1399
2023
Q2 		$5M Buy
250,100
+61,800
+33% +$1.2M 0.02% 848
2023
Q1 		$3.6M Buy
188,300
+140,100
+291% +$2.96M 0.02% 848
2022
Q4 		$1.02M Buy
+48,200
New +$948K 0.01% 1126
2019
Q4 		– Sell
-6,425
Closed -$226K – 1968
2019
Q3 		$226K Buy
+6,425
New +$232K ﹤0.01% 1541

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Fund Management (CFM)'s NLY Position: Q3 2023 in Review

Capital Fund Management (CFM) sold out of Annaly Capital Management (NLY) in Q3 2023, closing a stake of 27,639 shares — an estimated $549K sold.

Capital Fund Management (CFM) first reported a position in NLY in Q1 2014 and held it in 16 quarters. The position peaked at $22.7M in Q1 2018. 548 funds tracked by Wall St. Rank hold NLY as of Q3 2023.

  • Capital Fund Management (CFM) reported no remaining Annaly Capital Management position as of Q3 2023 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 27,639 Annaly Capital Management shares in Q3 2023, an estimated $549K.
  • Capital Fund Management (CFM) first reported a position in Annaly Capital Management in Q1 2014 and held it in 16 quarters.
  • Capital Fund Management (CFM)'s Annaly Capital Management position peaked at $22.7M in Q1 2018.
  • 548 funds tracked by Wall St. Rank held Annaly Capital Management as of Q3 2023.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2023, filed 14 Nov 2023.