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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
CG
451
Colony Group
Massachusetts
$8K -$37.1K -873 -82%
OFS
452
Orrstown Financial Services
Pennsylvania
$8K -$2.64K -62 -25%
BKA
453
Brick & Kyle Associates
Pennsylvania
$8K
FPFS
454
First Personal Financial Services
North Carolina
$8K
NMIS
455
Northwestern Mutual Investment Services
Wisconsin
$8K +$7.99K +188 New
ACS
456
Archford Capital Strategies
Illinois
$7.47K +$7.65K +180 New
CPA
457
Cowen Prime Advisors
New York
$6K
UFA
458
US Financial Advisors
Massachusetts
$6K
CCS
459
Crosspoint Capital Strategies
California
$5K -$4.34K -102 -45%
CIM
460
Contravisory Investment Management
Massachusetts
$5K -$2.68K -63 -34%
MCM
461
MV Capital Management
Maryland
$5K
EWM
462
Edge Wealth Management
New York
$4K
HRIA
463
Haberer Registered Investment Advisor
Ohio
$4K
FWM
464
Focused Wealth Management
New York
$4K +$128 +3 +3%
WA
465
WealthTrust-Arizona
Arizona
$4K +$128 +3 +3%
CFA
466
CT Financial Advisors
Pennsylvania
$3.64K
IF
467
Ironwood Financial
Arizona
$3K
LWM
468
Lenox Wealth Management
Ohio
$3K
MA
469
MCF Advisors
Kentucky
$3K
VNA
470
Valley National Advisers
Pennsylvania
$3K +$340 +8 +14%
SIA
471
Stancorp Investment Advisers
Oregon
$2K -$8.12K -191 -83%
GI
472
Gradient Investments
Minnesota
$2K -$2.3K -54 -52%
SA
473
SRH Advisors
Kansas
$2K
GWM
474
Gupta Wealth Management
California
$2K +$1.7K +40 New
WP
475
WealthPLAN Partners
Nebraska
$2K +$1.7K +40 New

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.