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Annaly Capital Management

577 hedge funds and large institutions have $5.09B invested in Annaly Capital Management in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 221 increasing their positions, 171 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $138M | Put options by funds: $76.9M

29% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 171

26% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 62

1% more funds holding

Funds holding: 569577 (+8)

0% less capital invested

Capital invested by funds: $5.1B → $5.09B (-$9.9M)

0.83% less ownership

Funds ownership: 52.43%51.59% (-0.83%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
577
Holders Change
+8
Holders Change %
+1.41%
% of All Funds
8.31%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
78
Increased
221
Reduced
171
Closed
62
Calls
$138M
Puts
$76.9M
Net Calls
+$60.8M
Net Calls Change
+$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
376
Mills Wealth Advisors
Texas
$231K
Luther King Capital Management (LKCM)
377
Luther King Capital Management (LKCM)
Texas
$231K
IAA
378
Independent Advisor Alliance
North Carolina
$230K +$11.4K +592 +5%
AWA
379
Arete Wealth Advisors
Illinois
$230K -$1.45K -75 -0.6%
MPM
380
MBB Public Markets
Illinois
$230K +$225K +11,658 New
ICG
381
InterOcean Capital Group
Tennessee
$226K +$221K +11,474 New
SWP
382
Stratos Wealth Partners
Ohio
$224K -$22.4K -1,160 -9%
PCIA
383
Prime Capital Investment Advisors
Kansas
$223K +$219K +11,349 New
HCM
384
Hollencrest Capital Management
California
$219K +$3.93K +204 +2%
Focus Partners Wealth
385
Focus Partners Wealth
Massachusetts
$216K +$211K +10,949 New
ML
386
McAdam LLC
Pennsylvania
$216K +$1.75K +91 +0.8%
GSIAS
387
Garden State Investment Advisory Services
New Jersey
$215K +$733 +38 +0.3%
SBCM
388
Silverberg Bernstein Capital Management
New York
$215K -$4.82K -250 -2%
AAS
389
Annex Advisory Services
Wisconsin
$214K +$210K +10,885 New
VI
390
Vestcor Inc
New Brunswick, Canada
$213K -$3.07K -159 -1%
NG
391
Norden Group
Utah
$213K +$208K +10,807 New
APC
392
Aspire Private Capital
North Carolina
$211K +$57.8K +3,000 +39%
MA
393
Mutual Advisors
Nebraska
$210K -$5.21K -270 -2%
HI
394
Harbour Investments
Wisconsin
$209K +$12.8K +664 +7%
PHS
395
Pekin Hardy Strauss
Illinois
$205K -$7.23K -375 -3%
AFA
396
American Financial Advisors
Georgia
$205K -$5.63K -292 -3%
CFB
397
Cullen/Frost Bankers
Texas
$203K -$2.89K -150 -1%
BTWM
398
Baker Tilly Wealth Management
Wisconsin
$202K
SPIA
399
Steward Partners Investment Advisory
New York
$201K -$25.2K -1,309 -11%
GC
400
Gratus Capital
Georgia
$197K +$193K +10,027 New

NLY Hedge Fund Activity: Q1 2024 in Review

577 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q1 2024, worth a combined $5.09B — down 0.19% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new NLY positions and 62 closed out — a net gain of 16 holders — while 221 added to existing stakes and 171 trimmed.

The largest buyer was Bank of America, adding an estimated $46.3M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $119M sold.

  • 577 institutional investors held Annaly Capital Management (NLY) as of Q1 2024, up from 569 in Q4 2023.
  • Funds reported $5.09B of Annaly Capital Management stock for Q1 2024, down 0.19% quarter-over-quarter.
  • 78 funds opened new Annaly Capital Management positions in Q1 2024 and 62 closed out, a net change of +16 holders.
  • The largest Annaly Capital Management buyer in Q1 2024 was Bank of America, an estimated $46.3M added.
  • The largest Annaly Capital Management seller in Q1 2024 was Balyasny Asset Management, an estimated $119M sold.

Based on aggregated 13F filings for Q1 2024.