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
Nordea Investment Management
251
Nordea Investment Management
Sweden
$686K +$109K +5,618 +20%
RFC
252
Regions Financial Corp
Alabama
$668K
JIC
253
Johnson Investment Counsel
Ohio
$634K +$97 +5 +0%
OAM
254
Ostrum Asset Management
France
$630K +$525 +27 +0.1%
IPW
255
Impact Partnership Wealth
Georgia
$620K +$602K +30,987 New
USAA
256
United Services Automobile Association
Texas
$601K +$42.8K +2,205 +8%
FFA
257
Founders Financial Alliance
North Carolina
$599K +$26.8K +1,379 +5%
Corient Private Wealth
258
Corient Private Wealth
Florida
$598K +$5.36K +276 +0.9%
HI
259
Horizon Investments
North Carolina
$591K
KeyBank National Association
260
KeyBank National Association
Ohio
$579K +$33.1K +1,702 +6%
ProShare Advisors
261
ProShare Advisors
Maryland
$577K +$19.3K +992 +4%
ASN
262
Advisory Services Network
Georgia
$573K +$25.2K +1,295 +5%
Daiwa Securities Group
263
Daiwa Securities Group
Japan
$567K +$35K +1,800 +7%
Capital Fund Management (CFM)
264
Capital Fund Management (CFM)
France
$553K +$537K +27,639 New
OIM
265
Oder Investment Management
California
$542K +$526K +27,077 New
TCA
266
Transcend Capital Advisors
New Jersey
$537K +$521K +26,821 New
BIM
267
Bridgecreek Investment Management
Oklahoma
$530K
RCI
268
RS Crum Inc
California
$526K
KA
269
Kovack Advisors
Florida
$518K +$7.89K +406 +2%
SW
270
Solidarity Wealth
Utah
$516K -$4.2K -216 -0.9%
Renaissance Technologies
271
Renaissance Technologies
New York
$509K -$6.44M -331,579 -93%
AA
272
ALPS Advisors
Colorado
$509K -$30.2K -1,553 -6%
EOJOAM
273
E. Ohman J:or Asset Management
Sweden
$506K
SW
274
SkyOak Wealth
Michigan
$505K -$30.9K -1,588 -6%
PCC
275
Park Circle Company
Maryland
$500K

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.