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Annaly Capital Management

700 hedge funds and large institutions have $5.14B invested in Annaly Capital Management in 2021 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 280 increasing their positions, 202 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 202

17% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 69

0% more funds holding

Funds holding: 697700 (+3)

0.9% less ownership

Funds ownership: 11.58%10.68% (-0.9%)

7% less capital invested

Capital invested by funds: $5.5B → $5.14B (-$362M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

52% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $58.3M

Holders
700
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
12.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
81
Increased
280
Reduced
202
Closed
69
Calls
$27.8M
Puts
$58.3M
Net Calls
-$30.5M
Net Calls Change
+$816K
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
401
Cullen/Frost Bankers
Texas
$234K -$4.5K -133 -2%
WVP
402
Worth Venture Partners
New Jersey
$234K
SAM
403
Secure Asset Management
Michigan
$232K -$97K -2,863 -30%
Fisher Asset Management
404
Fisher Asset Management
Washington
$231K -$206K -6,081 -47%
AWS
405
AJ Wealth Strategies
New York
$230K +$6.88K +203 +3%
NICM
406
Neo Ivy Capital Management
New York
$228K +$178K +5,256 +380%
AFA
407
American Financial Advisors
Georgia
$226K -$34.5K -1,019 -13%
CFS
408
Capital Financial Services
New York
$226K
AWA
409
Arkadios Wealth Advisors
Georgia
$225K +$2.74K +81 +1%
NC
410
NovaPoint Capital
Georgia
$224K -$49.9K -1,472 -18%
COF
411
Capital One Financial
Virginia
$224K -$12.9K -380 -6%
HIP
412
HUB Investment Partners
Texas
$220K -$5.35K -158 -2%
DC
413
Davenport & Co
Virginia
$219K +$23.7K +700 +12%
ESBC
414
E.S. Barr & Co
Kentucky
$215K
TNB
415
TCF National Bank
South Dakota
$215K +$25.4K +750 +14%
WWMSC
416
Wagner Wealth Management (South Carolina)
South Carolina
$214K +$69.4K +2,050 +49%
MA
417
Mutual Advisors
Nebraska
$213K +$42K +1,239 +25%
Verition Fund Management
418
Verition Fund Management
Connecticut
$211K +$85.6K +2,526 +70%
EP
419
Edgestream Partners
New Jersey
$210K +$207K +6,110 New
SI
420
Stephens Inc
Arkansas
$209K +$11.2K +331 +6%
NFG
421
Next Financial Group
Texas
$206K +$5.76K +170 +3%
GAM
422
Grandview Asset Management
Pennsylvania
$206K +$16.9K +500 +9%
PG
423
Proffitt & Goodson
Tennessee
$204K -$41K -1,210 -17%
TBA
424
Tower Bridge Advisors
Pennsylvania
$198K -$75.8K -2,237 -28%
CCP
425
Corient Capital Partners
California
$198K +$17.3K +512 +10%

NLY Hedge Fund Activity: Q1 2021 in Review

700 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q1 2021, worth a combined $5.14B — down 6.6% from $5.5B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new NLY positions and 69 closed out — a net gain of 12 holders — while 280 added to existing stakes and 202 trimmed.

The largest buyer was BlackRock, adding an estimated $20.5M. The largest seller was Wells Fargo, cutting an estimated $166M.

  • 700 institutional investors held Annaly Capital Management (NLY) as of Q1 2021, up from 697 in Q4 2020.
  • Funds reported $5.14B of Annaly Capital Management stock for Q1 2021, down 6.6% quarter-over-quarter.
  • 81 funds opened new Annaly Capital Management positions in Q1 2021 and 69 closed out, a net change of +12 holders.
  • The largest Annaly Capital Management buyer in Q1 2021 was BlackRock, an estimated $20.5M added.
  • The largest Annaly Capital Management seller in Q1 2021 was Wells Fargo, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2021.