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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
CCP
426
Cassia Capital Partners
North Carolina
$195K
BBA
427
BLB&B Advisors
Pennsylvania
$194K -$10.8K -319 -5%
FSA
428
Fort Sheridan Advisors
Illinois
$193K +$90.5K +2,673 +91%
IA
429
IndexIQ Advisors
New York
$192K +$23.2K +686 +14%
SBH
430
Segall Bryant & Hamill
Illinois
$191K -$8.47K -250 -4%
CIAS
431
Capital Investment Advisory Services
North Carolina
$191K +$188K +5,550 New
SOMRS
432
State of Michigan Retirement System
Michigan
$189K
BCM
433
Brookstone Capital Management
Illinois
$189K +$16.3K +480 +10%
ZF
434
Zhang Financial
Michigan
$188K -$5.18K -153 -3%
WLIM
435
White Lighthouse Investment Management
Massachusetts
$187K -$17.8K -525 -9%
Axa
436
Axa
France
$187K +$3.22K +95 +2%
MWM
437
Mission Wealth Management
California
$185K
AWM
438
Accel Wealth Management
Iowa
$183K +$3.59K +106 +2%
FA
439
FDx Advisors
Illinois
$183K +$42.3K +1,249 +31%
CG
440
Cutler Group
California
$183K +$48.1K +1,420 +36%
AC
441
Allstate Corporation
Illinois
$182K +$61.3K +1,809 +52%
Franklin Resources
442
Franklin Resources
California
$180K -$6.3K -186 -3%
SIM
443
Sonora Investment Management
Arizona
$180K +$1.08K +32 +0.6%
MYAM
444
Meiji Yasuda Asset Management
Japan
$180K +$56.8K +1,676 +47%
HKAM
445
Horizon Kinetics Asset Management
New York
$177K -$127K -3,743 -42%
TYCC
446
Texas Yale Capital Corp
Florida
$177K -$115K -3,394 -40%
SMC
447
Smith, Moore & Co
Missouri
$175K
CAG
448
Csenge Advisory Group
Florida
$175K +$171K +5,048 New
AAS
449
Avantax Advisory Services
Texas
$174K -$296K -8,728 -63%
HVIA
450
Hudson Valley Investment Advisors
New York
$174K

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.