Annaly Capital Management
519 hedge funds and large institutions have $6B invested in Annaly Capital Management in 2016 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 235 increasing their positions, 144 reducing their positions, and 43 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 144
47% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 43
2% more funds holding
Funds holding: 511 → 519 (+8)
0.59% less ownership
Funds ownership: 14.83% → 14.24% (-0.59%)
3% less capital invested
Capital invested by funds: $6.18B → $6B (-$185M)
57% less call options, than puts
Call options by funds: $11M | Put options by funds: $25.5M
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$88.4M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$84.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$48.5M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$45.5M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$39.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$91.6M |
| 2 |
Swiss National Bank
Zurich,
Switzerland
|
-$81.7M |
| 3 |
D.E. Shaw & Co
New York
|
-$41.5M |
| 4 |
Renaissance Technologies
New York
|
-$39.6M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$37.3M |
NLY Hedge Fund Activity: Q3 2016 in Review
519 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q3 2016, worth a combined $6B — down 3% from $6.18B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new NLY positions and 43 closed out — a net gain of 20 holders — while 235 added to existing stakes and 144 trimmed.
The largest buyer was Vanguard Group, adding an estimated $88.4M. The largest seller was Fidelity Investments, cutting an estimated $91.6M.
- 519 institutional investors held Annaly Capital Management (NLY) as of Q3 2016, up from 511 in Q2 2016.
- Funds reported $6B of Annaly Capital Management stock for Q3 2016, down 3% quarter-over-quarter.
- 63 funds opened new Annaly Capital Management positions in Q3 2016 and 43 closed out, a net change of +20 holders.
- The largest Annaly Capital Management buyer in Q3 2016 was Vanguard Group, an estimated $88.4M added.
- The largest Annaly Capital Management seller in Q3 2016 was Fidelity Investments, an estimated $91.6M sold.
Based on aggregated 13F filings for Q3 2016.