We are live on ! Find out more
NLY icon

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
SAM
276
Shell Asset Management
Netherlands
$582K -$105K -5,456 -15%
FWP
277
Firethorn Wealth Partners
Georgia
$568K +$6.81K +353 +1%
Natixis Advisors
278
Natixis Advisors
Massachusetts
$566K -$86.8K -4,500 -14%
CC
279
Centiva Capital
New York
$564K -$6.76M -350,428 -92%
FRM
280
Fox Run Management
Connecticut
$553K +$542K +28,096 New
VFA
281
Values First Advisors
Tennessee
$542K +$33.6K +1,743 +7%
MFIM
282
Mesirow Financial Investment Management
Illinois
$523K +$791 +41 +0.2%
RCI
283
RS Crum Inc
California
$518K
HFS
284
Howard Financial Services
Texas
$504K +$4.05K +210 +0.8%
PA
285
Parallel Advisors
California
$501K +$261K +13,530 +114%
SPC
286
Sigma Planning Corp
Michigan
$498K +$144K +7,448 +42%
Pathstone Holdings
287
Pathstone Holdings
New Jersey
$487K +$243K +12,581 +104%
EH
288
Equitable Holdings
New York
$485K +$146K +7,557 +44%
VL
289
Vima LLC
Michigan
$482K +$481K +24,960 New
SIC
290
Samalin Investment Counsel
New York
$481K +$50.1K +2,598 +12%
ProShare Advisors
291
ProShare Advisors
Maryland
$480K -$36.8K -1,908 -7%
CCFM
292
Clear Creek Financial Management
Washington
$477K +$94.8K +4,918 +25%
HAG
293
HighPoint Advisor Group
Illinois
$477K -$38.4K -1,993 -8%
LOAMS
294
Lombard Odier Asset Management (Switzerland)
Switzerland
$472K +$462K +23,962 New
MC
295
Moors & Cabot
Massachusetts
$470K +$461K +23,886 New
LI
296
LVZ Inc
Michigan
$461K -$117K -6,044 -21%
FTDI
297
First Trust Direct Indexing
Massachusetts
$453K +$95.6K +4,959 +27%
M&T Bank
298
M&T Bank
New York
$452K +$2.33K +121 +0.5%
Corient Private Wealth
299
Corient Private Wealth
Florida
$441K -$43.2K -2,238 -9%
IIM
300
INTECH Investment Management
Florida
$441K +$432K +22,396 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.