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
ASFA
276
All Season Financial Advisors
Colorado
$497K +$173K +8,925 +56%
NYLIM
277
New York Life Investment Management
New York
$493K +$478K +24,626 New
FAM
278
Family Asset Management
South Carolina
$491K -$130K -6,667 -21%
Bessemer Group
279
Bessemer Group
New Jersey
$491K +$439K +22,584 +1,129%
Franklin Resources
280
Franklin Resources
California
$480K -$15M -771,815 -97%
AI
281
Atom Investors
Texas
$472K -$128K -6,589 -22%
SCM
282
Shelton Capital Management
Colorado
$442K
M&T Bank
283
M&T Bank
New York
$436K +$33.8K +1,741 +9%
NFG
284
Nations Financial Group
Iowa
$434K
HFS
285
Howard Financial Services
Texas
$433K +$11K +566 +3%
VFA
286
Values First Advisors
Tennessee
$429K +$21.4K +1,101 +5%
ESCM
287
Echo Street Capital Management
New York
$415K +$403K +20,747 New
PAS
288
Park Avenue Securities
New York
$413K -$405K -20,865 -50%
OP
289
ORG Partners
Indiana
$406K -$45.9K -2,362 -10%
Cerity Partners
290
Cerity Partners
New York
$402K +$60.7K +3,125 +18%
WB
291
WesBanco Bank
West Virginia
$400K
WFA
292
WMG Financial Advisors
Tennessee
$399K +$144K +7,419 +59%
IAN
293
Integrated Advisors Network
Texas
$396K -$76.6K -3,945 -17%
IIM
294
INTECH Investment Management
Florida
$394K -$195K -10,035 -34%
WJWM
295
Williams Jones Wealth Management
New York
$389K -$9.36K -482 -2%
CW
296
CreativeOne Wealth
Kansas
$389K -$5.07K -261 -1%
IWC
297
Integrated Wealth Concepts
Massachusetts
$386K +$10.2K +524 +3%
FWP
298
Firethorn Wealth Partners
Georgia
$386K +$135K +6,928 +56%
WPC
299
Wedmont Private Capital
Pennsylvania
$377K -$54.7K -2,815 -13%
LI
300
Lafayette Investments
Maryland
$376K +$365K +18,800 New

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.