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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
SWP
401
ShoreHaven Wealth Partners
New Jersey
$197K
SS
402
Sunbelt Securities
Texas
$196K +$10.8K +562 +6%
SSWM
403
Strait & Sound Wealth Management
California
$186K +$193K +10,023 New
PTC
404
Private Trust Company
Ohio
$155K
PIM
405
Plato Investment Management
Australia
$150K +$146K +7,597 New
GRP
406
Global Retirement Partners
California
$145K -$280K -14,507 -66%
AAG
407
Armstrong Advisory Group
Massachusetts
$141K
SSG
408
Summit Securities Group
New York
$138K -$143K -7,400 -51%
UM
409
UniSuper Management
Australia
$138K +$73.3K +3,800 +119%
NFSG
410
Newbridge Financial Services Group
Florida
$136K -$36.3K -1,883 -21%
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$131K -$36.6K -1,897 -22%
AAP
412
Arax Advisory Partners
Colorado
$128K
HCM
413
Highlander Capital Management
New Jersey
$113K -$12.5K -650 -10%
S
414
SignatureFD
Georgia
$97.5K +$23.3K +1,206 +32%
GM
415
GeoWealth Management
Illinois
$96.6K +$32.4K +1,679 +52%
HNB
416
Huntington National Bank
Ohio
$94.5K
WPWM
417
Western Pacific Wealth Management
Illinois
$92.6K
TF
418
Tompkins Financial
New York
$88.6K
RIM
419
Rakuten Investment Management
Japan
$85.2K +$76.6K +3,974 +1,123%
IA
420
IFP Advisors
Florida
$84.4K -$12.3K -637 -13%
GC
421
Gould Capital
Washington
$80.3K +$1.95K +101 +3%
BWP
422
Baldwin Wealth Partners
Massachusetts
$78.8K
CIBC Private Wealth Group
423
CIBC Private Wealth Group
Georgia
$74.5K +$73.9K +3,833 New
National Bank of Canada
424
National Bank of Canada
Quebec, Canada
$73.7K +$7.12K +369 +11%
CFD
425
Creative Financial Designs
Indiana
$72.4K -$56.5K -2,930 -44%

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.