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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
S
451
SignatureFD
Georgia
$173K +$121K +3,579 +249%
FFA
452
Founders Financial Alliance
North Carolina
$170K -$3.56K -105 -2%
FAIM
453
Financial Advocates Investment Management
Washington
$169K -$47.7K -1,409 -22%
EAM
454
Evanson Asset Management
California
$165K +$711 +21 +0.4%
AIC
455
Ameritas Investment Company
Nebraska
$165K +$74.9K +2,211 +86%
BSW
456
Buckingham Strategic Wealth
Missouri
$164K +$15.4K +455 +11%
IWC
457
Integrated Wealth Concepts
Massachusetts
$164K +$162K +4,774 New
GT
458
Glenmede Trust
Pennsylvania
$164K +$163K +4,800 New
FG
459
Fiduciary Group
Georgia
$163K +$4.23K +125 +3%
RIA
460
Realta Investment Advisors
Delaware
$163K +$24.7K +728 +18%
PFS
461
Prospera Financial Services
Texas
$163K +$27.1K +799 +20%
SCP
462
Shorepoint Capital Partners
Massachusetts
$161K +$159K +4,688 New
SIA
463
Soltis Investment Advisors
Utah
$160K +$58K +1,711 +58%
HCP
464
Hexagon Capital Partners
Arkansas
$159K
MPCG
465
Matrix Private Capital Group
New York
$159K
AA
466
Ancora Advisors
Ohio
$159K +$4.23K +125 +3%
SC
467
Savant Capital
Illinois
$158K -$19.4K -574 -11%
CF
468
Centaurus Financial
California
$158K +$28.7K +848 +23%
RIM
469
Regent Investment Management
Kentucky
$156K -$12.1K -356 -7%
OIA
470
OneDigital Investment Advisors
Kansas
$156K +$2.61K +77 +2%
GT
471
Glenview Trust
Kentucky
$155K +$152K +4,500 New
OPA
472
Old Port Advisors
Maine
$153K +$151K +4,454 New
LOAMS
473
Lombard Odier Asset Management (Switzerland)
Switzerland
$152K -$61.4K -1,813 -29%
EFS
474
Essex Financial Services
Connecticut
$151K -$9.31K -275 -6%
BCA
475
Biltmore Capital Advisors
New Jersey
$148K +$146K +4,300 New

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.