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UBS O'Connor’s Annaly Capital Management NLY Stock Holding History

UBS O'Connor’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
2014
Q1 		– Sell
-85,775
Closed -$15K – 501
2013
Q4 		$15K Hold
85,775
– – ﹤0.01% 387
2013
Q3 		$39K Hold
85,775
– – ﹤0.01% 395
2013
Q2 		$57K Buy
+85,775
New +$5.01M ﹤0.01% 484

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

UBS O'Connor's NLY Position: Q4 2024 in Review

UBS O'Connor sold out of Annaly Capital Management (NLY) in Q4 2024, closing a stake of 30,591 shares — an estimated $614K sold.

UBS O'Connor first reported a position in NLY in Q4 2013 and held it in 7 quarters. The position peaked at $6.97M in Q2 2023. 630 funds tracked by Wall St. Rank hold NLY as of Q4 2024.

  • UBS O'Connor reported no remaining Annaly Capital Management position as of Q4 2024 after selling out during the quarter.
  • UBS O'Connor sold 30,591 Annaly Capital Management shares in Q4 2024, an estimated $614K.
  • UBS O'Connor first reported a position in Annaly Capital Management in Q4 2013 and held it in 7 quarters.
  • UBS O'Connor's Annaly Capital Management position peaked at $6.97M in Q2 2023.
  • 630 funds tracked by Wall St. Rank held Annaly Capital Management as of Q4 2024.

Based on UBS O'Connor's 13F filing for Q4 2024, filed 14 Feb 2025.