We are live on ! Find out more
NLY icon

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
AF
451
Allworth Financial
California
$26.4K -$8.08K -416 -24%
CHA
452
Carmichael Hill & Associates
Maryland
$26K +$797 +41 +3%
GWS
453
Glassman Wealth Services
Virginia
$25K +$1.36K +70 +6%
OIA
454
Optimum Investment Advisors
Illinois
$25K -$6.8K -350 -22%
TCM
455
Tradewinds Capital Management
Washington
$24K
HCP
456
Hexagon Capital Partners
Arkansas
$23.8K
JWA
457
JFS Wealth Advisors
Pennsylvania
$22.5K
TSW
458
Thompson Siegel & Walmsley
Virginia
$22K -$44.6M -2,298,092 -100%
HCM
459
Highlander Capital Management
New Jersey
$22K
CSPIA
460
Cary Street Partners Investment Advisory
Virginia
$21.7K -$2.7K -139 -11%
CFGS
461
Concourse Financial Group Securities
Alabama
$21.7K -$874 -45 -4%
RTC
462
Riverview Trust Company
Washington
$20.3K
WT
463
Washington Trust
Rhode Island
$20K -$14.8K -763 -43%
BFEC
464
Benjamin F. Edwards & Company
Missouri
$20K
FWM
465
Focused Wealth Management
New York
$18.6K
BC
466
Barrett & Company
Rhode Island
$18.5K
LC
467
Lindbrook Capital
California
$18.4K -$1.15K -59 -6%
CTC
468
Central Trust Company
Missouri
$18K -$97.1K -5,000 -85%
POIA
469
Pin Oak Investment Advisors
Texas
$18K
KI
470
Kapitalo Investimentos
Brazil
$17.8K +$17.3K +889 New
OLVIG
471
Oliver Lagore Vanvalin Investment Group
Michigan
$17.3K -$1.86K -96 -10%
PMFA
472
Plante Moran Financial Advisors
Michigan
$16.4K
RI
473
Ridgewood Investments
New Jersey
$16.1K
SA
474
SRH Advisors
Kansas
$15.8K
ASBI
475
American State Bank (Iowa)
Iowa
$15K

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.