Annaly Capital Management
599 hedge funds and large institutions have $7.6B invested in Annaly Capital Management in 2018 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 251 increasing their positions, 148 reducing their positions, and 53 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 251 | Existing positions reduced: 148
51% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 53
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
16% more capital invested
Capital invested by funds: $6.55B → $7.6B (+$1.05B)
4% more funds holding
Funds holding: 576 → 599 (+23)
0.5% more ownership
Funds ownership: 13.78% → 14.28% (+0.5%)
62% less call options, than puts
Call options by funds: $13.3M | Put options by funds: $34.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
+$289M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$123M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$123M |
| 4 |
Two Sigma Investments
New York
|
+$93.6M |
| 5 |
BlackRock
New York
|
+$91.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$45.7M |
| 2 |
Renaissance Technologies
New York
|
-$43.7M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$43.3M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$33.3M |
| 5 |
N
Natixis
Paris,
France
|
-$18.9M |
NLY Hedge Fund Activity: Q3 2018 in Review
599 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q3 2018, worth a combined $7.6B — up 16% from $6.55B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new NLY positions and 53 closed out — a net gain of 27 holders — while 251 added to existing stakes and 148 trimmed.
The largest buyer was State of Michigan Retirement System, opening a new position worth an estimated $289M. The largest seller was Wells Fargo, cutting an estimated $45.7M.
- 599 institutional investors held Annaly Capital Management (NLY) as of Q3 2018, up from 576 in Q2 2018.
- Funds reported $7.6B of Annaly Capital Management stock for Q3 2018, up 16% quarter-over-quarter.
- 80 funds opened new Annaly Capital Management positions in Q3 2018 and 53 closed out, a net change of +27 holders.
- The largest Annaly Capital Management buyer in Q3 2018 was State of Michigan Retirement System, an estimated $289M added.
- The largest Annaly Capital Management seller in Q3 2018 was Wells Fargo, an estimated $45.7M sold.
Based on aggregated 13F filings for Q3 2018.