We are live on ! Find out more
NLY icon

Annaly Capital Management

560 hedge funds and large institutions have $4.99B invested in Annaly Capital Management in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 221 increasing their positions, 172 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $178M | Put options by funds: $88.9M

28% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 172

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 61

0% more capital invested

Capital invested by funds: $4.97B → $4.99B (+$21.9M)

0% less funds holding

Funds holding: 561560 (-1)

1.87% less ownership

Funds ownership: 52.64%50.77% (-1.9%)

Holders
560
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
8.79%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
65
Increased
221
Reduced
172
Closed
61
Calls
$178M
Puts
$88.9M
Net Calls
+$89.2M
Net Calls Change
-$57.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BCIM
226
British Columbia Investment Management
British Columbia, Canada
$892K +$63.3K +3,260 +8%
HCM
227
Hollencrest Capital Management
California
$887K -$2.37M -121,966 -73%
SAM
228
Securian Asset Management
Minnesota
$880K +$26.1K +1,346 +3%
Janus Henderson Group
229
Janus Henderson Group
United Kingdom
$862K -$257K -13,240 -24%
VPIM
230
Vanguard Personalized Indexing Management
California
$860K -$271K -13,946 -25%
Wellington Management Group
231
Wellington Management Group
Massachusetts
$845K -$21.8M -1,120,151 -96%
TG
232
TCW Group
California
$829K
IFG
233
Independent Financial Group
California
$826K -$124K -6,395 -13%
PCM
234
Penserra Capital Management
California
$801K +$89.5K +4,605 +13%
WWM
235
Western Wealth Management
Colorado
$789K -$104K -5,361 -12%
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$787K +$19.3K +994 +3%
CWM
237
Cedar Wealth Management
California
$783K +$1.94K +100 +0.3%
LGA
238
Lebenthal Global Advisors
New York
$761K -$49.3K -2,537 -6%
Natixis Advisors
239
Natixis Advisors
Massachusetts
$761K +$152K +7,806 +26%
PP
240
Prudential plc
United Kingdom
$758K -$1.69K -87 -0.2%
AA
241
AlphaCentric Advisors
Puerto Rico
$750K
MSRPS
242
Maryland State Retirement & Pension System
Maryland
$735K
GIA
243
Gateway Investment Advisers
Ohio
$731K +$132K +6,802 +23%
SMDAM
244
Sumitomo Mitsui DS Asset Management
Japan
$730K -$2.35K -121 -0.3%
SLAM
245
Swiss Life Asset Management
$726K -$825K -42,455 -54%
AIMCA
246
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$722K
DBIA
247
Dumont & Blake Investment Advisors
New Jersey
$706K -$155 -8 -0%
WA
248
WealthTrust Axiom
Pennsylvania
$702K -$3.54K -182 -0.5%
VM
249
VPR Management
Texas
$700K
Parallax Volatility Advisers
250
Parallax Volatility Advisers
California
$699K +$402K +20,700 +145%

NLY Hedge Fund Activity: Q2 2023 in Review

560 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q2 2023, worth a combined $4.99B — up 0.44% from $4.97B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new NLY positions and 61 closed out — a net gain of 4 holders — while 221 added to existing stakes and 172 trimmed.

The largest buyer was Swiss National Bank, opening a new position worth an estimated $34.6M. The largest seller was Marshall Wace, cutting an estimated $82M.

  • 560 institutional investors held Annaly Capital Management (NLY) as of Q2 2023, down from 561 in Q1 2023.
  • Funds reported $4.99B of Annaly Capital Management stock for Q2 2023, up 0.44% quarter-over-quarter.
  • 65 funds opened new Annaly Capital Management positions in Q2 2023 and 61 closed out, a net change of +4 holders.
  • The largest Annaly Capital Management buyer in Q2 2023 was Swiss National Bank, an estimated $34.6M added.
  • The largest Annaly Capital Management seller in Q2 2023 was Marshall Wace, an estimated $82M sold.

Based on aggregated 13F filings for Q2 2023.