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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
EH
251
Equitable Holdings
New York
$903K +$6.17K +182 +0.7%
DBRC
252
D.B. Root & Company
Pennsylvania
$886K +$28.7K +847 +3%
DBIA
253
Dumont & Blake Investment Advisors
New Jersey
$881K +$355K +10,472 +69%
APA
254
American Portfolios Advisors
New York
$880K +$142K +4,195 +20%
AIMCA
255
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$877K
PCC
256
Park Circle Company
Maryland
$874K
EMPI
257
Elo Mutual Pension Insurance
Finland
$868K +$9.62K +284 +1%
TIM
258
Thompson Investment Management
Wisconsin
$866K +$645K +19,034 +309%
HT
259
HAP Trading
New York
$844K -$1.01M -29,714 -55%
WP
260
Wedgewood Partners
Missouri
$842K
LFAS
261
Level Four Advisory Services
Texas
$813K -$31.8K -938 -4%
PI
262
PineBridge Investments
New York
$813K +$801K +23,636 New
FWM
263
Frontier Wealth Management
Missouri
$806K +$610 +18 +0.1%
DIA
264
Dana Investment Advisors
Wisconsin
$795K +$295K +8,723 +61%
DIP
265
DT Investment Partners
Pennsylvania
$792K -$56.9K -1,680 -7%
AWM
266
AE Wealth Management
Kansas
$770K +$120K +3,540 +19%
UAS
267
United Asset Strategies
New York
$752K +$9.65K +285 +1%
PFA
268
Peak Financial Advisors
Colorado
$738K +$290K +8,573 +67%
EWM
269
Edge Wealth Management
New York
$720K +$4.23K +125 +0.6%
CAM
270
Cresset Asset Management
Illinois
$709K +$520K +15,364 +325%
AII
271
AGF Investments Inc
Ontario, Canada
$708K -$16.9K -498 -2%
IAA
272
Independent Advisor Alliance
North Carolina
$696K +$85.1K +2,511 +14%
BCM
273
Bluefin Capital Management
New York
$686K +$250K +7,384 +59%
SCA
274
Snowden Capital Advisors
New York
$686K -$56.5K -1,667 -8%
ADMI
275
Albert D. Mason Inc
Massachusetts
$685K

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.