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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
CT
401
Clearstead Trust
Maine
$108K
GI
402
Gradient Investments
Minnesota
$108K -$6.9K -355 -6%
GRP
403
Global Retirement Partners
California
$108K -$408 -21 -0.4%
C
404
Covestor
United Kingdom
$102K -$71.8K -3,698 -42%
AAG
405
Armstrong Advisory Group
Massachusetts
$92.1K +$46.3K +2,385 +107%
TF
406
Tompkins Financial
New York
$90K
HIA
407
Harbor Investment Advisory
Maryland
$81.7K +$3.88K +200 +5%
BWP
408
Baldwin Wealth Partners
Massachusetts
$80K +$19.4K +1,000 +33%
BC
409
Bartlett & Co
Ohio
$79K +$74.4K +3,830 New
IA
410
IFP Advisors
Florida
$78.4K -$16.7K -862 -18%
BCWM
411
Bartlett & Co Wealth Management
Ohio
$77.2K +$74.4K +3,830 New
GC
412
Gould Capital
Washington
$75.5K +$1.71K +88 +2%
VCM
413
Vigilant Capital Management
Maine
$75K +$72.9K +3,750 New
APC
414
Aspire Private Capital
North Carolina
$74.3K +$8.35K +430 +13%
ODG
415
O'Dell Group
Ohio
$71.9K +$69.8K +3,591 New
HNB
416
Huntington National Bank
Ohio
$70K -$3.32K -171 -5%
National Bank of Canada
417
National Bank of Canada
Quebec, Canada
$69.9K -$758 -39 -1%
JMF
418
Johnson Midwest Financial
Iowa
$68.6K +$233 +12 +0.4%
AIC
419
Archer Investment Corporation
Indiana
$65.5K
PP
420
PFS Partners
New Jersey
$65K -$1.98K -102 -3%
UM
421
UniSuper Management
Australia
$64K +$62.2K +3,200 New
RFA
422
Register Financial Advisors
Georgia
$60K
T
423
TOBAM
France
$58K
BWA
424
BDO Wealth Advisors
Florida
$56K -$12.3K -633 -18%
TFA
425
Toth Financial Advisory
Virginia
$55.3K +$18.5K +950 +52%

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.