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Annaly Capital Management

483 hedge funds and large institutions have $5.21B invested in Annaly Capital Management in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 195 increasing their positions, 164 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 164

0.38% more ownership

Funds ownership: 12.82%13.21% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less capital invested

Capital invested by funds: $5.25B → $5.21B (-$45M)

6% less funds holding

Funds holding: 514483 (-31)

22% less call options, than puts

Call options by funds: $20.8M | Put options by funds: $26.7M

46% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 61

Holders
483
Holders Change
-31
Holders Change %
-6.03%
% of All Funds
12.87%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
33
Increased
195
Reduced
164
Closed
61
Calls
$20.8M
Puts
$26.7M
Net Calls
-$5.9M
Net Calls Change
+$29.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
426
Vantage Investment Advisors
Pennsylvania
$29K +$7.95K +187 +36%
IWMPD
427
Integrated Wealth Management (Palm Desert)
California
$26K +$27.4K +645 New
TCOV
428
Trust Company of Vermont
Vermont
$24K -$8.55K -201 -25%
TWA
429
TCI Wealth Advisors
Arizona
$23K -$5.36K -126 -18%
PSI
430
Pinnacle Summer Investments
Virginia
$23K
AII
431
AGF Investments Inc
Ontario, Canada
$22K
WAS
432
Winch Advisory Services
Wisconsin
$22K +$22.8K +537 New
OC
433
Oakworth Capital
Alabama
$21K -$4.25K -100 -16%
FNBT
434
FineMark National Bank & Trust
Florida
$21K
RPG
435
Risk Paradigm Group
Texas
$19.3K +$19.8K +465 New
HR
436
Howe & Rusling
New York
$19K
AF
437
Allworth Financial
California
$19K +$128 +3 +0.7%
First Manhattan
438
First Manhattan
New York
$18K -$638 -15 -3%
JWA
439
JFS Wealth Advisors
Pennsylvania
$18K +$510 +12 +3%
TFA
440
Transamerica Financial Advisors
Florida
$17K -$6.51K -153 -28%
CLOS
441
Compagnie Lombard Odier SCmA
Switzerland
$17K +$14.4K +338 +451%
MWAN
442
Mariner Wealth Advisors (NYC)
Kansas
$17K +$17.4K +410 New
FCCM
443
First City Capital Management
Georgia
$14.6K
TCM
444
Tradewinds Capital Management
Washington
$14K +$85 +2 +0.6%
MIM
445
Macroview Investment Management
Maryland
$13K -$38.8K -913 -75%
BGIM
446
Brandywine Global Investment Management
Pennsylvania
$13K
WCM
447
Wealthcare Capital Management
Virginia
$13K +$10.8K +255 +510%
QT
448
Quantbot Technologies
New York
$12K +$12.7K +299 New
GWS
449
Glassman Wealth Services
Virginia
$10K -$4.85K -114 -31%
NSIM
450
North Star Investment Management
Illinois
$9K +$255 +6 +3%

NLY Hedge Fund Activity: Q1 2015 in Review

483 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q1 2015, worth a combined $5.21B — down 0.86% from $5.25B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of NLY and 33 opened new positions — a net loss of 28 holders — while 164 trimmed existing stakes and 195 added.

The largest buyer was Fidelity Investments, adding an estimated $66.8M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $54.6M sold.

  • 483 institutional investors held Annaly Capital Management (NLY) as of Q1 2015, down from 514 in Q4 2014.
  • Funds reported $5.21B of Annaly Capital Management stock for Q1 2015, down 0.86% quarter-over-quarter.
  • 33 funds opened new Annaly Capital Management positions in Q1 2015 and 61 closed out, a net change of -28 holders.
  • The largest Annaly Capital Management buyer in Q1 2015 was Fidelity Investments, an estimated $66.8M added.
  • The largest Annaly Capital Management seller in Q1 2015 was Arrowstreet Capital, an estimated $54.6M sold.

Based on aggregated 13F filings for Q1 2015.