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Annaly Capital Management

529 hedge funds and large institutions have $7.95B invested in Annaly Capital Management in 2017 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 218 increasing their positions, 156 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 156

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

13% more capital invested

Capital invested by funds: $7.07B → $7.95B (+$886M)

1% more funds holding

Funds holding: 522529 (+7)

0.64% more ownership

Funds ownership: 14.15%14.78% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less call options, than puts

Call options by funds: $36.5M | Put options by funds: $40.7M

Holders
529
Holders Change
+7
Holders Change %
+1.34%
% of All Funds
13.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
59
Increased
218
Reduced
156
Closed
46
Calls
$36.5M
Puts
$40.7M
Net Calls
-$4.24M
Net Calls Change
+$4.83M
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
301
Metropolitan Life Insurance Company (MetLife)
New York
$394K +$56.2K +1,147 +17%
FCAG
302
First Capital Advisors Group
New Jersey
$389K -$186K -3,796 -32%
BF
303
BOK Financial
Oklahoma
$388K +$44.2K +903 +13%
ESBC
304
E.S. Barr & Co
Kentucky
$386K
PL
305
Perpetual Ltd
Australia
$371K
SWM
306
Stockman Wealth Management
Montana
$366K
IRF
307
IBM Retirement Fund
New York
$357K +$140K +2,857 +76%
BCM
308
BlueCrest Capital Management
Jersey
$346K +$82.8K +1,692 +31%
SJIC
309
St. James Investment Company
Texas
$341K -$80.2K -1,637 -19%
CS
310
Cannell & Spears
New York
$334K
FHC
311
First Heartland Consultants
Missouri
$332K -$78.8K -1,610 -19%
SGAM
312
Steinberg Global Asset Management
Florida
$323K
WP
313
Wedgewood Partners
Missouri
$315K -$70.4K -1,437 -18%
Pacer Advisors
314
Pacer Advisors
Pennsylvania
$312K -$183K -3,737 -37%
AWA
315
Arete Wealth Advisors
Illinois
$309K -$29.4K -600 -9%
SF
316
Synovus Financial
Georgia
$308K +$1.57K +32 +0.5%
RFS
317
Rockefeller Financial Services
New York
$305K +$306K +6,250 New
SBH
318
Segall Bryant & Hamill
Illinois
$304K +$84.5K +1,725 +38%
Loomis, Sayles & Company
319
Loomis, Sayles & Company
Massachusetts
$301K +$302K +6,171 New
CB
320
Chemical Bank
Michigan
$300K +$85.7K +1,750 +40%
PCMC
321
Paragon Capital Management (Colorado)
Colorado
$300K +$301K +6,146 New
SFS
322
Sowell Financial Services
Arkansas
$298K -$18.7K -382 -6%
ZIC
323
ZWJ Investment Counsel
Georgia
$297K
HS
324
HighVista Strategies
Massachusetts
$294K -$33K -675 -10%
CGH
325
Crossmark Global Holdings
Texas
$294K +$295K +6,032 New

NLY Hedge Fund Activity: Q3 2017 in Review

529 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q3 2017, worth a combined $7.95B — up 13% from $7.07B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new NLY positions and 46 closed out — a net gain of 13 holders — while 218 added to existing stakes and 156 trimmed.

The largest buyer was APG Asset Management, adding an estimated $136M. The largest seller was Nan Shan Life Insurance, cutting an estimated $73.7M.

  • 529 institutional investors held Annaly Capital Management (NLY) as of Q3 2017, up from 522 in Q2 2017.
  • Funds reported $7.95B of Annaly Capital Management stock for Q3 2017, up 13% quarter-over-quarter.
  • 59 funds opened new Annaly Capital Management positions in Q3 2017 and 46 closed out, a net change of +13 holders.
  • The largest Annaly Capital Management buyer in Q3 2017 was APG Asset Management, an estimated $136M added.
  • The largest Annaly Capital Management seller in Q3 2017 was Nan Shan Life Insurance, an estimated $73.7M sold.

Based on aggregated 13F filings for Q3 2017.