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
CIBC Asset Management
301
CIBC Asset Management
Ontario, Canada
$371K +$175 +9 +0%
FTDI
302
First Trust Direct Indexing
Massachusetts
$370K +$30.8K +1,587 +9%
PI
303
PEAK6 Investments
Illinois
$360K +$350K +18,000 New
PWM
304
Perigon Wealth Management
California
$353K -$3.13K -161 -0.9%
APG Asset Management
305
APG Asset Management
Netherlands
$350K -$620K -31,900 -63%
KLCM
306
KG&L Capital Management
Louisiana
$343K +$35.3K +1,815 +12%
ZCM
307
Ziegler Capital Management
Illinois
$342K +$8.53K +439 +3%
MSAM
308
Moloney Securities Asset Management
Missouri
$342K +$3.56K +183 +1%
JMPWA
309
JP Morgan Private Wealth Advisors
California
$340K -$97.1K -5,000 -23%
AAS
310
Avantax Advisory Services
Texas
$340K +$11.2K +579 +4%
TSWM
311
Tyler-Stone Wealth Management
Ohio
$338K +$328K +16,900 New
PI
312
PFG Investments
New York
$335K +$18.3K +942 +6%
PFS
313
Prospera Financial Services
Texas
$334K +$324K +16,681 New
PGFC
314
Peapack-Gladstone Financial Corp
New Jersey
$333K -$8.29K -427 -2%
CG
315
Cutler Group
California
$333K +$228K +11,721 +237%
SA
316
SFI Advisors
New Jersey
$329K -$6.66K -343 -2%
CFB
317
Cullen/Frost Bankers
Texas
$327K +$291 +15 +0.1%
PA
318
Parallel Advisors
California
$323K +$85.2K +4,388 +37%
CP
319
Castleview Partners
Texas
$322K +$11.8K +609 +4%
AWA
320
Arete Wealth Advisors
Illinois
$321K +$88.7K +4,566 +40%
PWPS
321
Pinnacle Wealth Planning Services
Ohio
$320K
EH
322
Equitable Holdings
New York
$318K +$12K +617 +4%
GPA
323
Guidance Point Advisors
Massachusetts
$314K +$5.15K +265 +2%
HSA
324
HBK Sorce Advisory
Pennsylvania
$311K +$3.56K +183 +1%
FRM
325
Fox Run Management
Connecticut
$311K -$977K -50,278 -76%

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.