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Annaly Capital Management

522 hedge funds and large institutions have $7.07B invested in Annaly Capital Management in 2017 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 207 increasing their positions, 171 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 171

11% more capital invested

Capital invested by funds: $6.38B → $7.07B (+$690M)

0.27% more ownership

Funds ownership: 13.87%14.15% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 543522 (-21)

19% less call options, than puts

Call options by funds: $38.8M | Put options by funds: $47.8M

22% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 67

Holders
522
Holders Change
-21
Holders Change %
-3.87%
% of All Funds
13.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
52
Increased
207
Reduced
171
Closed
67
Calls
$38.8M
Puts
$47.8M
Net Calls
-$9.08M
Net Calls Change
+$3.34M
Name Holding Trade Value Shares
Change
Change in
Stake
DBT
451
Dubuque Bank & Trust
Iowa
$54K -$118K -2,500 -69%
PA
452
Parallel Advisors
California
$54K +$16.5K +350 +45%
QCG
453
Quadrant Capital Group
Ohio
$54K +$45.6K +967 +339%
PCP
454
Proficio Capital Partners
Massachusetts
$53K
PRS
455
Pinkerton Retirement Specialists
Idaho
$51K +$36.5K +773 +272%
AOWM
456
Alpha Omega Wealth Management
Virginia
$50K
EA
457
Edge Advisors
Georgia
$49K +$378 +8 +0.8%
AWM
458
AllSquare Wealth Management
New York
$48K -$4.44K -94 -9%
HCM
459
Horrell Capital Management
Arkansas
$48K
TCOV
460
Trust Company of Vermont
Vermont
$45K
HDIM
461
Hanson & Doremus Investment Management
Vermont
$42K -$7.32K -155 -15%
JFA
462
JNBA Financial Advisors
Minnesota
$39K
DSC
463
Duncker Streett & Co
Missouri
$39K +$897 +19 +2%
OIA
464
OneDigital Investment Advisors
Kansas
$38K +$37.8K +801 New
OC
465
Oakworth Capital
Alabama
$37K
FANJ
466
Financial Architects (New Jersey)
New Jersey
$37K +$1.18K +25 +3%
RCG
467
Ruggie Capital Group
Florida
$36K +$35.4K +750 New
ADL
468
Asset Dedication LLC
California
$32K
WEC
469
Winslow Evans & Crocker
Massachusetts
$30.4K +$29.8K +631 New
First Manhattan
470
First Manhattan
New York
$30K
FCMT
471
Founders Capital Management (Texas)
Texas
$30K
OSNBOA
472
Old Second National Bank of Aurora
Illinois
$30K
HR
473
Howe & Rusling
New York
$29K
Carson Wealth (CWM LLC)
474
Carson Wealth (CWM LLC)
Nebraska
$29K +$2.27K +48 +9%
VWA
475
V Wealth Advisors
Kansas
$29K +$28.3K +600 New

NLY Hedge Fund Activity: Q2 2017 in Review

522 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q2 2017, worth a combined $7.07B — up 11% from $6.38B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of NLY and 52 opened new positions — a net loss of 15 holders — while 171 trimmed existing stakes and 207 added.

The largest buyer was Principal Financial Group, adding an estimated $120M. The largest seller was Bank of America, cutting an estimated $45.2M.

  • 522 institutional investors held Annaly Capital Management (NLY) as of Q2 2017, down from 543 in Q1 2017.
  • Funds reported $7.07B of Annaly Capital Management stock for Q2 2017, up 11% quarter-over-quarter.
  • 52 funds opened new Annaly Capital Management positions in Q2 2017 and 67 closed out, a net change of -15 holders.
  • The largest Annaly Capital Management buyer in Q2 2017 was Principal Financial Group, an estimated $120M added.
  • The largest Annaly Capital Management seller in Q2 2017 was Bank of America, an estimated $45.2M sold.

Based on aggregated 13F filings for Q2 2017.