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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
PP
426
PFS Partners
New Jersey
$72.4K +$6.69K +347 +10%
AFWM
427
Abich Financial Wealth Management
Virginia
$71K -$38.4K -1,990 -36%
Fifth Third Bancorp
428
Fifth Third Bancorp
Ohio
$68.3K +$3.3K +171 +5%
AF
429
Allworth Financial
California
$67.8K +$636 +33 +1%
GI
430
Gradient Investments
Minnesota
$67.3K -$19.8K -1,028 -23%
BCWM
431
Bartlett & Co Wealth Management
Ohio
$67.2K -$5.3K -275 -8%
NA
432
NewEdge Advisors
Louisiana
$64K +$2.56K +133 +4%
RG
433
Retirement Group
California
$62.4K +$13.2K +687 +28%
CA
434
CoreCap Advisors
Michigan
$62.2K +$60.9K +3,160 New
AWM
435
Atticus Wealth Management
Florida
$61.6K +$1.79K +93 +3%
ADL
436
Asset Dedication LLC
California
$57K +$1.41K +73 +3%
BHWM
437
Beaird Harris Wealth Management
Texas
$55.9K +$9.64K +500 +21%
MA
438
Montag & Associates
Georgia
$55.4K -$48.9K -2,534 -48%
RWA
439
Redmont Wealth Advisors
Illinois
$53.6K +$52.4K +2,720 New
Walleye Trading
440
Walleye Trading
New York
$53.1K +$52K +2,696 New
T
441
TOBAM
France
$53K +$52.1K +2,704 New
CHA
442
Carmichael Hill & Associates
Maryland
$52.4K +$1.68K +87 +3%
AWM
443
Activest Wealth Management
Florida
$51.3K
Group One Trading
444
Group One Trading
Illinois
$50.6K -$810K -41,986 -94%
LS
445
Livforsakringsbolaget Skandia
Sweden
$48.6K
RCM
446
Raleigh Capital Management
North Carolina
$47.2K +$28.7K +1,488 +164%
SIC
447
Salem Investment Counselors
North Carolina
$46K +$771 +40 +2%
MA
448
MCF Advisors
Kentucky
$44.2K +$41.9K +2,172 New
QCG
449
Quadrant Capital Group
Ohio
$42.4K -$10.6K -551 -20%
LFG
450
Larson Financial Group
Missouri
$41.4K +$193 +10 +0.5%

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.