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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
PA
326
Profund Advisors
Maryland
$310K -$11.2K -577 -4%
CCG
327
Coastwise Capital Group
California
$309K +$300K +15,466 New
TCM
328
Triumph Capital Management
Colorado
$308K +$299K +15,393 New
BFA
329
Beacon Financial Advisory
Ohio
$307K +$10.2K +524 +4%
SFS
330
Sowell Financial Services
Arkansas
$300K +$16.6K +856 +6%
LMIM
331
Lockheed Martin Investment Management
Maryland
$297K +$33K +1,700 +13%
SBIA
332
Sheaff Brock Investment Advisors
Indiana
$297K +$8.26K +425 +3%
RWM
333
Ritholtz Wealth Management
New York
$296K +$288K +14,799 New
MCI
334
MRP Capital Investments
Georgia
$295K -$9.71K -500 -3%
I
335
InceptionR
California
$295K +$286K +14,729 New
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$285K +$1.53K +79 +0.6%
GVAG
337
Great Valley Advisor Group
Delaware
$285K -$602 -31 -0.2%
LNC
338
Lincoln National Corp
Pennsylvania
$282K +$2.7K +139 +1%
Edgewood Management
339
Edgewood Management
Connecticut
$280K
Robeco Institutional Asset Management
340
Robeco Institutional Asset Management
Netherlands
$279K +$12.3K +634 +5%
YIH
341
Y-Intercept (HK)
Hong Kong
$278K +$270K +13,896 New
FDCDDQ
342
Federation des caisses Desjardins du Quebec
Quebec, Canada
$278K -$39.8K -2,050 -13%
TI
343
Tidal Investments
Wisconsin
$277K +$269K +13,828 New
SB
344
Strategic Blueprint
Georgia
$272K -$6.51K -335 -2%
PAM
345
Panagora Asset Management
Massachusetts
$271K
BCM
346
Bluefin Capital Management
New York
$270K +$262K +13,505 New
DGAM
347
Desjardins Global Asset Management
Quebec, Canada
$270K +$14.6K +754 +6%
HHRDM
348
H&H Retirement Design & Management
Nevada
$268K
SIC
349
Samalin Investment Counsel
New York
$267K +$42.8K +2,204 +20%
ONB
350
Old National Bancorp
Indiana
$262K -$6.31K -325 -2%

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.