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Annaly Capital Management

700 hedge funds and large institutions have $5.14B invested in Annaly Capital Management in 2021 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 280 increasing their positions, 202 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 202

17% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 69

0% more funds holding

Funds holding: 697700 (+3)

0.9% less ownership

Funds ownership: 11.58%10.68% (-0.9%)

7% less capital invested

Capital invested by funds: $5.5B → $5.14B (-$362M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

52% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $58.3M

Holders
700
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
12.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
81
Increased
280
Reduced
202
Closed
69
Calls
$27.8M
Puts
$58.3M
Net Calls
-$30.5M
Net Calls Change
+$816K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
301
Bridgefront Capital
Texas
$546K +$49.6K +1,464 +10%
WAP
302
Wealthcare Advisory Partners
Pennsylvania
$528K +$113K +3,325 +28%
BCM
303
Bayesian Capital Management
New York
$525K -$319K -9,425 -38%
CCB
304
Cutter & Co Brokerage
Missouri
$523K -$15.7K -463 -3%
GFS
305
GYL Financial Synergies
Connecticut
$522K -$5.59K -165 -1%
Daiwa Securities Group
306
Daiwa Securities Group
Japan
$522K
CRI
307
Colonial River Investments
Virginia
$519K -$10.8K -320 -2%
CI Investments Inc
308
CI Investments Inc
Ontario, Canada
$518K +$7.86K +232 +2%
GT
309
Greenleaf Trust
Michigan
$515K
AB
310
Amalgamated Bank
New York
$512K -$23.9K -706 -5%
SBIA
311
Sheaff Brock Investment Advisors
Indiana
$511K +$79.9K +2,358 +19%
SFS
312
Sowell Financial Services
Arkansas
$507K -$224K -6,602 -32%
IA
313
Inspire Advisors
Idaho
$505K +$238K +7,025 +92%
PAM
314
Panagora Asset Management
Massachusetts
$504K +$114K +3,379 +30%
Legacy Financial Group (Iowa)
315
Legacy Financial Group (Iowa)
Iowa
$500K -$2K -59 -0.4%
ISL
316
Ingalls & Snyder LLC
New York
$495K
HAG
317
HighPoint Advisor Group
Illinois
$489K +$3.46K +102 +0.7%
LNC
318
Lincoln National Corp
Pennsylvania
$478K +$82.2K +2,427 +21%
BFA
319
Beacon Financial Advisory
Ohio
$476K +$3.56K +105 +0.8%
KFA
320
Kelleher Financial Advisors
New York
$471K +$9.25K +273 +2%
MSAM
321
Moloney Securities Asset Management
Missouri
$463K -$43.7K -1,290 -9%
BWA
322
BDO Wealth Advisors
Florida
$461K +$452K +13,354 +21,892%
CIBC Asset Management
323
CIBC Asset Management
Ontario, Canada
$454K -$10K -296 -2%
PGWM
324
Parisi Gray Wealth Management
New Jersey
$440K +$169 +5 +0%
B
325
Barings
North Carolina
$433K +$426K +12,582 New

NLY Hedge Fund Activity: Q1 2021 in Review

700 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q1 2021, worth a combined $5.14B — down 6.6% from $5.5B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new NLY positions and 69 closed out — a net gain of 12 holders — while 280 added to existing stakes and 202 trimmed.

The largest buyer was BlackRock, adding an estimated $20.5M. The largest seller was Wells Fargo, cutting an estimated $166M.

  • 700 institutional investors held Annaly Capital Management (NLY) as of Q1 2021, up from 697 in Q4 2020.
  • Funds reported $5.14B of Annaly Capital Management stock for Q1 2021, down 6.6% quarter-over-quarter.
  • 81 funds opened new Annaly Capital Management positions in Q1 2021 and 69 closed out, a net change of +12 holders.
  • The largest Annaly Capital Management buyer in Q1 2021 was BlackRock, an estimated $20.5M added.
  • The largest Annaly Capital Management seller in Q1 2021 was Wells Fargo, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2021.