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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
WFA
301
WMG Financial Advisors
Tennessee
$440K +$386 +20 +0.1%
ASFA
302
All Season Financial Advisors
Colorado
$438K +$39.8K +2,065 +10%
SCM
303
Shelton Capital Management
Colorado
$425K
CCIA
304
Campbell & Co Investment Adviser
Maryland
$422K -$814K -42,201 -66%
FAM
305
Family Asset Management
South Carolina
$419K -$32K -1,657 -7%
NFG
306
Nations Financial Group
Iowa
$416K -$12.7K -657 -3%
HIG
307
Herr Investment Group
Texas
$408K
BRWA
308
B. Riley Wealth Advisors
Florida
$403K -$119K -6,191 -23%
OIM
309
Oder Investment Management
California
$400K -$68.8K -3,568 -15%
RWM
310
RKL Wealth Management
Pennsylvania
$394K
MYAM
311
Meiji Yasuda Asset Management
Japan
$393K +$384K +19,940 New
Cerity Partners
312
Cerity Partners
New York
$392K +$177K +9,174 +85%
IWC
313
Integrated Wealth Concepts
Massachusetts
$388K -$1.85K -96 -0.5%
WB
314
WesBanco Bank
West Virginia
$388K +$380K +19,693 New
VAG
315
VisionPoint Advisory Group
Texas
$385K -$2.71M -140,658 -88%
LI
316
Lafayette Investments
Maryland
$380K
TI
317
Tidal Investments
Wisconsin
$376K +$43K +2,229 +13%
EOJOAM
318
E. Ohman J:or Asset Management
Sweden
$374K
TCM
319
Triumph Capital Management
Colorado
$373K +$79.9K +4,146 +28%
WPC
320
Wedmont Private Capital
Pennsylvania
$371K +$3.55K +184 +1%
Aviva
321
Aviva
United Kingdom
$370K -$2.8K -145 -0.8%
IAIM
322
International Assets Investment Management
Florida
$365K -$128K -6,649 -26%
KA
323
Kovack Advisors
Florida
$364K -$70.3K -3,648 -16%
HSA
324
HBK Sorce Advisory
Pennsylvania
$363K -$77 -4 -0%
CIBC Asset Management
325
CIBC Asset Management
Ontario, Canada
$361K +$636 +33 +0.2%

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.