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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
DMBA
426
Deseret Mutual Benefit Administrators
Utah
$53.9K -$19 -1 -0%
ADL
427
Asset Dedication LLC
California
$53K +$38.9K +2,000 +305%
MA
428
Montag & Associates
Georgia
$52.4K
AWM
429
Atticus Wealth Management
Florida
$49.9K +$777 +40 +2%
BHWM
430
Beaird Harris Wealth Management
Texas
$46.8K -$7.11K -366 -14%
SIC
431
Salem Investment Counselors
North Carolina
$45.9K +$35.9K +1,848 +493%
NSIM
432
North Star Investment Management
Illinois
$44.1K +$369 +19 +0.9%
AF
433
Advisornet Financial
Minnesota
$43.7K +$3.42K +176 +9%
HBW
434
Hazlett, Burt & Watson
West Virginia
$42K
Fifth Third Bancorp
435
Fifth Third Bancorp
Ohio
$40.8K +$2.08K +107 +6%
DCM
436
Dupont Capital Management
Delaware
$40.7K -$4.49K -231 -10%
LFG
437
Larson Financial Group
Missouri
$40.5K +$544 +28 +1%
WPWM
438
Western Pacific Wealth Management
Illinois
$40K
FMTCOCP
439
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$40K +$14.6K +750 +60%
GIA
440
GHP Investment Advisors
Colorado
$36.5K +$117 +6 +0.3%
TAIM
441
TD Ameritrade Investment Management
Nebraska
$34K +$32.7K +1,685 New
KA
442
Kozak & Associates
Colorado
$33.6K -$136 -7 -0.4%
MPWT
443
MassMutual Private Wealth & Trust
Connecticut
$33.1K +$11.1K +569 +53%
TFGT
444
TS Financial Group (TSFG)
Illinois
$33K
CT
445
Caldwell Trust
Florida
$33K
CFD
446
Creative Financial Designs
Indiana
$32.8K +$28.6K +1,471 +886%
EWA
447
EverSource Wealth Advisors
Alabama
$31.6K -$10.9K -560 -26%
EWM
448
Evermay Wealth Management
Virginia
$30.2K
DWA
449
Delos Wealth Advisors
Texas
$30.1K
FCG
450
Financial Connections Group
California
$27K

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.