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Annaly Capital Management

700 hedge funds and large institutions have $5.14B invested in Annaly Capital Management in 2021 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 280 increasing their positions, 202 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 202

17% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 69

0% more funds holding

Funds holding: 697700 (+3)

0.9% less ownership

Funds ownership: 11.58%10.68% (-0.9%)

7% less capital invested

Capital invested by funds: $5.5B → $5.14B (-$362M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

52% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $58.3M

Holders
700
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
12.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
81
Increased
280
Reduced
202
Closed
69
Calls
$27.8M
Puts
$58.3M
Net Calls
-$30.5M
Net Calls Change
+$816K
Name Holding Trade Value Shares
Change
Change in
Stake
VA
226
Valmark Advisers
Ohio
$1.06M +$91K +2,686 +10%
FFN
227
Focus Financial Network
Minnesota
$1.05M +$1.01M +29,799 New
Mackenzie Financial
228
Mackenzie Financial
Ontario, Canada
$1.03M -$3.37M -99,517 -77%
HIA
229
Harbor Investment Advisory
Maryland
$1.02M +$990K +29,229 +5,257%
CCA
230
Checchi Capital Advisers
California
$1.02M +$1.76K +52 +0.2%
WA
231
WESPAC Advisors
California
$1.02M -$113K -3,325 -10%
LCP
232
Legacy Capital Partners
Wisconsin
$993K -$8.16K -241 -0.8%
Simplex Trading
233
Simplex Trading
Illinois
$983K +$885K +26,115 +1,051%
Capital Fund Management (CFM)
234
Capital Fund Management (CFM)
France
$977K +$710K +20,958 +282%
WWM
235
Western Wealth Management
Colorado
$969K -$109K -3,227 -10%
CB
236
Commerce Bank
Missouri
$960K +$530K +15,658 +128%
FPS
237
Fieldpoint Private Securities
Connecticut
$952K -$8.98K -265 -0.9%
SPIA
238
Steward Partners Investment Advisory
New York
$951K +$465K +13,733 +99%
HCM
239
Hollencrest Capital Management
California
$951K +$34.7K +1,025 +4%
OAM
240
Optimal Asset Management
California
$943K -$566K -16,718 -38%
Principal Financial Group
241
Principal Financial Group
Iowa
$941K +$221K +6,528 +31%
WJWM
242
Williams Jones Wealth Management
New York
$928K +$55.3K +1,633 +6%
CIC
243
Carnegie Investment Counsel
Ohio
$925K -$8.47K -250 -0.9%
MSRPS
244
Maryland State Retirement & Pension System
Maryland
$922K +$717K +21,166 +375%
IWM
245
IHT Wealth Management
Illinois
$920K -$55.6K -1,641 -6%
CWM
246
Cedar Wealth Management
California
$918K -$1.08K -32 -0.1%
HI
247
Harbour Investments
Wisconsin
$915K +$901K +26,591 New
Lido Advisors
248
Lido Advisors
California
$911K -$68.2K -2,013 -7%
Comerica Bank
249
Comerica Bank
Texas
$911K -$37.9K -1,120 -4%
CS
250
Candriam SCA
Luxembourg
$909K

NLY Hedge Fund Activity: Q1 2021 in Review

700 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q1 2021, worth a combined $5.14B — down 6.6% from $5.5B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new NLY positions and 69 closed out — a net gain of 12 holders — while 280 added to existing stakes and 202 trimmed.

The largest buyer was BlackRock, adding an estimated $20.5M. The largest seller was Wells Fargo, cutting an estimated $166M.

  • 700 institutional investors held Annaly Capital Management (NLY) as of Q1 2021, up from 697 in Q4 2020.
  • Funds reported $5.14B of Annaly Capital Management stock for Q1 2021, down 6.6% quarter-over-quarter.
  • 81 funds opened new Annaly Capital Management positions in Q1 2021 and 69 closed out, a net change of +12 holders.
  • The largest Annaly Capital Management buyer in Q1 2021 was BlackRock, an estimated $20.5M added.
  • The largest Annaly Capital Management seller in Q1 2021 was Wells Fargo, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2021.