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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
GI
451
GAMMA Investing
California
$40.4K +$6.67K +346 +20%
KA
452
Kozak & Associates
Colorado
$39.7K +$2.43K +126 +7%
FMTCOCP
453
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$39K
HBW
454
Hazlett, Burt & Watson
West Virginia
$39K
EWA
455
EverSource Wealth Advisors
Alabama
$38.9K +$20.7K +1,076 +107%
RFA
456
Register Financial Advisors
Georgia
$36.9K +$36.2K +1,875 New
RFG
457
REAP Financial Group
Texas
$36.4K +$35.7K +1,850 New
PI
458
PEAK6 Investments
Illinois
$36K -$164K -8,507 -82%
TFA
459
Toth Financial Advisory
Virginia
$35.7K
GIA
460
GHP Investment Advisors
Colorado
$34.5K
FUBT
461
First United Bank & Trust
Maryland
$34K
CT
462
Caldwell Trust
Florida
$32.4K
NSIM
463
North Star Investment Management
Illinois
$32K
BC
464
Broadwater Capital
Massachusetts
$30K
EWM
465
Evermay Wealth Management
Virginia
$29.7K
DWA
466
Delos Wealth Advisors
Texas
$29.6K
RA
467
Rise Advisors
New York
$29.3K +$28.7K +1,486 New
CWAF
468
Core Wealth Advisors (Florida)
Florida
$28.6K
DMBA
469
Deseret Mutual Benefit Administrators
Utah
$28.5K -$11.6K -601 -29%
NS
470
NBC Securities
Alabama
$27K
JPWM
471
Jamison Private Wealth Management
Georgia
$26.7K +$868 +45 +3%
CFGS
472
Concourse Financial Group Securities
Alabama
$26.1K -$39 -2 -0.2%
TCM
473
Tradewinds Capital Management
Washington
$23.6K
HCP
474
Hexagon Capital Partners
Arkansas
$23.4K
RTC
475
Riverview Trust Company
Washington
$20K +$19.6K +1,014 New

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.