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Annaly Capital Management

577 hedge funds and large institutions have $5.09B invested in Annaly Capital Management in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 221 increasing their positions, 171 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $138M | Put options by funds: $76.9M

29% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 171

26% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 62

1% more funds holding

Funds holding: 569577 (+8)

0% less capital invested

Capital invested by funds: $5.1B → $5.09B (-$9.9M)

0.83% less ownership

Funds ownership: 52.43%51.59% (-0.83%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
577
Holders Change
+8
Holders Change %
+1.41%
% of All Funds
8.31%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
78
Increased
221
Reduced
171
Closed
62
Calls
$138M
Puts
$76.9M
Net Calls
+$60.8M
Net Calls Change
+$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
251
US Bancorp
Minnesota
$704K -$442K -22,918 -39%
WS
252
Wedbush Securities
California
$693K -$147K -7,606 -18%
BAM
253
Belpointe Asset Management
Nevada
$692K +$388K +20,098 +133%
VM
254
VPR Management
Texas
$689K
KeyBank National Association
255
KeyBank National Association
Ohio
$688K -$6.21K -322 -0.9%
DBIA
256
Dumont & Blake Investment Advisors
New Jersey
$680K -$578 -30 -0.1%
HIP
257
HUB Investment Partners
Texas
$676K +$8.89K +461 +1%
Wealth Enhancement Advisory Services
258
Wealth Enhancement Advisory Services
Minnesota
$674K +$34.1K +1,769 +5%
JWCA
259
J.W. Cole Advisors
Florida
$673K +$316K +16,391 +92%
PNC Financial Services Group
260
PNC Financial Services Group
Pennsylvania
$673K +$31.2K +1,617 +5%
ALC
261
Alexander Labrunerie & Co
Missouri
$672K +$658K +34,133 New
CWM
262
Cedar Wealth Management
California
$665K -$20.7K -1,075 -3%
Bessemer Group
263
Bessemer Group
New Jersey
$660K
Wolverine Trading
264
Wolverine Trading
Illinois
$658K -$514K -26,637 -44%
MSRPS
265
Maryland State Retirement & Pension System
Maryland
$656K
VPIM
266
Vanguard Personalized Indexing Management
California
$651K +$276K +14,327 +77%
KLCM
267
KG&L Capital Management
Louisiana
$645K -$26K -1,350 -4%
Nordea Investment Management
268
Nordea Investment Management
Sweden
$641K -$30.6K -1,589 -5%
Daiwa Securities Group
269
Daiwa Securities Group
Japan
$640K +$45.7K +2,368 +8%
Franklin Resources
270
Franklin Resources
California
$626K +$139K +7,194 +29%
JIC
271
Johnson Investment Counsel
Ohio
$624K +$116 +6 +0%
SFS
272
Sowell Financial Services
Arkansas
$618K +$5.21K +270 +0.9%
JC
273
JBF Capital
Colorado
$591K
ZCM
274
Ziegler Capital Management
Illinois
$584K -$45K -2,332 -7%
SWP
275
Significant Wealth Partners
Illinois
$583K +$571K +29,623 New

NLY Hedge Fund Activity: Q1 2024 in Review

577 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q1 2024, worth a combined $5.09B — down 0.19% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new NLY positions and 62 closed out — a net gain of 16 holders — while 221 added to existing stakes and 171 trimmed.

The largest buyer was Bank of America, adding an estimated $46.3M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $119M sold.

  • 577 institutional investors held Annaly Capital Management (NLY) as of Q1 2024, up from 569 in Q4 2023.
  • Funds reported $5.09B of Annaly Capital Management stock for Q1 2024, down 0.19% quarter-over-quarter.
  • 78 funds opened new Annaly Capital Management positions in Q1 2024 and 62 closed out, a net change of +16 holders.
  • The largest Annaly Capital Management buyer in Q1 2024 was Bank of America, an estimated $46.3M added.
  • The largest Annaly Capital Management seller in Q1 2024 was Balyasny Asset Management, an estimated $119M sold.

Based on aggregated 13F filings for Q1 2024.