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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
KC
351
Kenfarb & Co
Kentucky
$260K
GS
352
GTS Securities
New York
$260K +$252K +12,992 New
GWMIA
353
Global Wealth Management Investment Advisory
Florida
$256K +$15.8K +815 +7%
Koshinski Asset Management
354
Koshinski Asset Management
Illinois
$254K +$247K +12,716 New
VWM
355
Venturi Wealth Management
Texas
$253K +$231K +11,890 +1,607%
NAS
356
NWF Advisory Services
California
$249K
Impax Asset Management Group
357
Impax Asset Management Group
United Kingdom
$248K -$10.8K -556 -4%
NLP
358
Next Level Private
New York
$248K
AFA
359
American Financial Advisors
Georgia
$248K +$3.38K +174 +1%
JWM
360
Jupiter Wealth Management
Colorado
$245K +$42.4K +2,183 +22%
PCMC
361
Paragon Capital Management (Colorado)
Colorado
$241K +$234K +12,021 New
TPA
362
Trivium Point Advisory
Connecticut
$240K +$233K +12,012 New
CWM
363
Cordatus Wealth Management
Pennsylvania
$240K +$234K +12,020 New
WAM
364
Weiss Asset Management
Massachusetts
$238K +$231K +11,912 New
JFG
365
Jefferies Financial Group
New York
$236K -$425K -21,889 -65%
Luther King Capital Management (LKCM)
366
Luther King Capital Management (LKCM)
Texas
$235K
MA
367
Mutual Advisors
Nebraska
$232K +$39 +2 +0%
EGM
368
Engineers Gate Manager
New York
$229K +$223K +11,460 New
BWA
369
BlueSky Wealth Advisors
North Carolina
$229K +$222K +11,437 New
HWM
370
HB Wealth Management
Georgia
$229K +$222K +11,433 New
GSIAS
371
Garden State Investment Advisory Services
New Jersey
$225K +$855 +44 +0.4%
ML
372
McAdam LLC
Pennsylvania
$224K +$7.46K +384 +4%
NA
373
NewEdge Advisors
Louisiana
$223K -$8.49K -437 -4%
WWG
374
West Wealth Group
California
$222K -$7.29K -375 -3%
VI
375
Vestcor Inc
New Brunswick, Canada
$220K -$2.53K -130 -1%

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.