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Annaly Capital Management

522 hedge funds and large institutions have $7.07B invested in Annaly Capital Management in 2017 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 207 increasing their positions, 171 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 171

11% more capital invested

Capital invested by funds: $6.38B → $7.07B (+$690M)

0.27% more ownership

Funds ownership: 13.87%14.15% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 543522 (-21)

19% less call options, than puts

Call options by funds: $38.8M | Put options by funds: $47.8M

22% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 67

Holders
522
Holders Change
-21
Holders Change %
-3.87%
% of All Funds
13.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
52
Increased
207
Reduced
171
Closed
67
Calls
$38.8M
Puts
$47.8M
Net Calls
-$9.08M
Net Calls Change
+$3.34M
Name Holding Trade Value Shares
Change
Change in
Stake
GAMC
401
Garner Asset Management Corp
Texas
$144K +$141K +2,981 New
DSI
402
Daiwa SB Investments
Japan
$142K -$18.9K -400 -12%
DC
403
Davenport & Co
Virginia
$142K +$139K +2,943 New
KS
404
Karpas Strategies
Connecticut
$141K
DT
405
Diversified Trust
Tennessee
$139K
TAM
406
Tocqueville Asset Management
New York
$138K
GP
407
Girard Partners
Pennsylvania
$136K -$251K -5,313 -65%
BAS
408
Brown Advisory Securities
Maryland
$136K +$1.51K +32 +1%
Fuller & Thaler Asset Management
409
Fuller & Thaler Asset Management
California
$136K +$133K +2,825 New
TWA
410
TCI Wealth Advisors
Arizona
$135K -$35.4K -750 -21%
FDCDDQ
411
Federation des caisses Desjardins du Quebec
Quebec, Canada
$134K +$53.4K +1,132 +69%
SCA
412
Sippican Capital Advisors
Massachusetts
$134K
SSWM
413
Sheets Smith Wealth Management
North Carolina
$134K +$802 +17 +0.6%
DLCIG
414
D.L. Carlson Investment Group
New Hampshire
$133K +$130K +2,750 New
NWP
415
Northstar Wealth Partners
Connecticut
$132K
VIA
416
Vident Investment Advisory
Georgia
$130K -$13.2K -279 -9%
BJL
417
Brighton Jones LLC
Washington
$130K +$127K +2,697 New
GBA
418
Garrison Bradford & Associates
New York
$127K
PCM
419
Pointe Capital Management
Michigan
$127K +$124K +2,625 New
KA
420
Kovack Advisors
Florida
$127K +$125K +2,642 New
ST
421
Smithfield Trust
Pennsylvania
$126K
SFM
422
Signet Financial Management
New Jersey
$126K +$123K +2,612 New
TC
423
Telemus Capital
Michigan
$123K -$2.45K -52 -2%
ASN
424
Advisory Services Network
Georgia
$118K +$9.49K +201 +9%
BL
425
Balentine LLC
Georgia
$114K +$112K +2,373 New

NLY Hedge Fund Activity: Q2 2017 in Review

522 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q2 2017, worth a combined $7.07B — up 11% from $6.38B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of NLY and 52 opened new positions — a net loss of 15 holders — while 171 trimmed existing stakes and 207 added.

The largest buyer was Principal Financial Group, adding an estimated $120M. The largest seller was Bank of America, cutting an estimated $45.2M.

  • 522 institutional investors held Annaly Capital Management (NLY) as of Q2 2017, down from 543 in Q1 2017.
  • Funds reported $7.07B of Annaly Capital Management stock for Q2 2017, up 11% quarter-over-quarter.
  • 52 funds opened new Annaly Capital Management positions in Q2 2017 and 67 closed out, a net change of -15 holders.
  • The largest Annaly Capital Management buyer in Q2 2017 was Principal Financial Group, an estimated $120M added.
  • The largest Annaly Capital Management seller in Q2 2017 was Bank of America, an estimated $45.2M sold.

Based on aggregated 13F filings for Q2 2017.