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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
OIM
351
Oder Investment Management
California
$334K +$4.44K +131 +1%
MHS
352
M Holdings Securities
Oregon
$334K +$69.9K +2,065 +27%
SB
353
Strategic Blueprint
Georgia
$332K +$17.8K +525 +6%
MYLI
354
Meiji Yasuda Life Insurance
Japan
$332K +$60.1K +1,775 +23%
CCIA
355
Campbell & Co Investment Adviser
Maryland
$330K -$33K -975 -9%
Rockefeller Capital Management
356
Rockefeller Capital Management
New York
$320K +$138K +4,078 +77%
BTWM
357
Baker Tilly Wealth Management
Wisconsin
$316K -$31.9K -942 -9%
ASN
358
Advisory Services Network
Georgia
$314K +$16.3K +481 +6%
MC
359
Moors & Cabot
Massachusetts
$310K +$56K +1,653 +23%
KFGK
360
Keystone Financial Group (Kentucky)
Kentucky
$308K +$542 +16 +0.2%
FHC
361
First Heartland Consultants
Missouri
$308K +$78K +2,303 +35%
BAM
362
Brave Asset Management
New Jersey
$305K +$17.2K +508 +6%
FWP
363
Firethorn Wealth Partners
Georgia
$299K +$169K +4,998 +136%
KWM
364
Kingsview Wealth Management
Oregon
$297K -$30.9K -911 -10%
EGM
365
Engineers Gate Manager
New York
$295K -$12.6K -371 -4%
CFG
366
Cooper Financial Group
California
$293K -$41.7K -1,230 -13%
SIC
367
Samalin Investment Counsel
New York
$292K -$1.35K -40 -0.5%
MAM
368
Meeder Asset Management
Ohio
$288K +$173K +5,119 +158%
FFA
369
First Foundation Advisors
California
$286K +$15.1K +446 +6%
VPIM
370
Vanguard Personalized Indexing Management
California
$286K +$66.2K +1,953 +31%
WGA
371
Weather Gauge Advisory
Virginia
$285K -$11.3K -333 -4%
SCA
372
Sippican Capital Advisors
Massachusetts
$285K -$5.22K -154 -2%
HH
373
Hilltop Holdings
Texas
$281K +$277K +8,183 New
ICP
374
Interchange Capital Partners
Pennsylvania
$279K +$27.8K +822 +20%
QP
375
Quilter Plc
United Kingdom
$275K -$9.52K -281 -3%

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.