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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
MWM
376
Mission Wealth Management
California
$220K
NFSG
377
Newbridge Financial Services Group
Florida
$220K +$65.2K +3,354 +44%
WAP
378
Wealthcare Advisory Partners
Pennsylvania
$216K +$4.64K +239 +2%
CPA
379
Cowen Prime Advisors
New York
$216K -$12.1K -625 -5%
Verition Fund Management
380
Verition Fund Management
Connecticut
$215K -$70.6K -3,636 -25%
MIC
381
Meridian Investment Counsel
California
$214K -$187K -9,625 -47%
SIA
382
Soltis Investment Advisors
Utah
$212K +$6.66K +343 +3%
SSWM
383
Strait & Sound Wealth Management
California
$212K -$172K -8,855 -46%
PHS
384
Pekin Hardy Strauss
Illinois
$211K +$9.71K +500 +5%
HI
385
Harbour Investments
Wisconsin
$210K -$28K -1,442 -12%
GCP
386
GSA Capital Partners
United Kingdom
$209K +$203K +10,444 New
MWA
387
Mills Wealth Advisors
Texas
$204K +$198K +10,208 New
PTC
388
Private Trust Company
Ohio
$203K +$7.48K +385 +4%
CIC
389
Carnegie Investment Counsel
Ohio
$202K -$224K -11,512 -53%
SWP
390
Stratos Wealth Partners
Ohio
$201K +$196K +10,068 New
SWP
391
ShoreHaven Wealth Partners
New Jersey
$200K -$2K -103 -1%
AAP
392
Arax Advisory Partners
Colorado
$176K -$49.2K -2,533 -22%
Carson Wealth (CWM LLC)
393
Carson Wealth (CWM LLC)
Nebraska
$164K +$65.2K +3,358 +69%
SS
394
Sunbelt Securities
Texas
$152K -$11.7K -600 -7%
S
395
SignatureFD
Georgia
$146K +$66.7K +3,434 +89%
TWM
396
Tradition Wealth Management
Minnesota
$145K
CF
397
Centaurus Financial
California
$142K -$6.51K -335 -4%
QCG
398
Quadrant Capital Group
Ohio
$128K +$17.5K +903 +16%
SSG
399
Summit Securities Group
New York
$110K +$44.7K +2,300 +72%
CCA
400
Catalyst Capital Advisors
New York
$109K +$23.7K +1,220 +29%

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.