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Annaly Capital Management

522 hedge funds and large institutions have $7.07B invested in Annaly Capital Management in 2017 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 207 increasing their positions, 171 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 171

11% more capital invested

Capital invested by funds: $6.38B → $7.07B (+$690M)

0.27% more ownership

Funds ownership: 13.87%14.15% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 543522 (-21)

19% less call options, than puts

Call options by funds: $38.8M | Put options by funds: $47.8M

22% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 67

Holders
522
Holders Change
-21
Holders Change %
-3.87%
% of All Funds
13.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
52
Increased
207
Reduced
171
Closed
67
Calls
$38.8M
Puts
$47.8M
Net Calls
-$9.08M
Net Calls Change
+$3.34M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
301
Frontier Wealth Management
Missouri
$412K +$88.9K +1,884 +28%
SG
302
StoneX Group
New York
$409K +$400K +8,483 New
FHC
303
First Heartland Consultants
Missouri
$406K +$17.6K +372 +5%
LFAS
304
Level Four Advisory Services
Texas
$398K
LIA
305
LS Investment Advisors
Michigan
$394K
HFA
306
High Falls Advisors
New York
$393K
EA
307
Evanston Advisors
Illinois
$393K +$385K +8,158 New
CWM
308
Cedar Wealth Management
California
$389K -$28.4K -602 -7%
CSS
309
Cubist Systematic Strategies
Connecticut
$387K +$379K +8,025 New
WP
310
Wedgewood Partners
Missouri
$381K -$404K -8,563 -52%
ESBC
311
E.S. Barr & Co
Kentucky
$381K
PL
312
Perpetual Ltd
Australia
$371K +$363K +7,700 New
CCP
313
Corient Capital Partners
California
$367K +$94 +2 +0%
LCM
314
Laurion Capital Management
New York
$365K +$358K +7,575 New
SWM
315
Stockman Wealth Management
Montana
$362K -$106K -2,250 -23%
PP
316
PagnatoKarp Partners
Virginia
$361K +$142 +3 +0%
Wolverine Trading
317
Wolverine Trading
Illinois
$352K +$151K +3,203 +77%
AWM
318
AE Wealth Management
Kansas
$348K +$79.5K +1,684 +30%
BF
319
BOK Financial
Oklahoma
$340K -$54.3K -1,151 -14%
AWA
320
Arete Wealth Advisors
Illinois
$335K -$42.8K -906 -12%
FCM
321
Flinton Capital Management
Pennsylvania
$335K
MLICM
322
Metropolitan Life Insurance Company (MetLife)
New York
$334K -$16.7K -353 -5%
SFS
323
Sowell Financial Services
Arkansas
$334K +$4.01K +85 +1%
CS
324
Cannell & Spears
New York
$330K
American Century Companies
325
American Century Companies
Missouri
$326K -$6.6M -139,855 -95%

NLY Hedge Fund Activity: Q2 2017 in Review

522 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q2 2017, worth a combined $7.07B — up 11% from $6.38B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of NLY and 52 opened new positions — a net loss of 15 holders — while 171 trimmed existing stakes and 207 added.

The largest buyer was Principal Financial Group, adding an estimated $120M. The largest seller was Bank of America, cutting an estimated $45.2M.

  • 522 institutional investors held Annaly Capital Management (NLY) as of Q2 2017, down from 543 in Q1 2017.
  • Funds reported $7.07B of Annaly Capital Management stock for Q2 2017, up 11% quarter-over-quarter.
  • 52 funds opened new Annaly Capital Management positions in Q2 2017 and 67 closed out, a net change of -15 holders.
  • The largest Annaly Capital Management buyer in Q2 2017 was Principal Financial Group, an estimated $120M added.
  • The largest Annaly Capital Management seller in Q2 2017 was Bank of America, an estimated $45.2M sold.

Based on aggregated 13F filings for Q2 2017.