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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
Goldman Sachs
26
Goldman Sachs
New York
$54.7M +$3.25M +76,533 +6%
Invesco
27
Invesco
Georgia
$52.1M -$148K -3,485 -0.3%
American Century Companies
28
American Century Companies
Missouri
$51.6M -$5.03M -118,198 -9%
Legal & General Group
29
Legal & General Group
United Kingdom
$49.5M +$335K +7,885 +0.7%
Renaissance Technologies
30
Renaissance Technologies
New York
$48.4M +$26.4M +621,975 +115%
TCIM
31
TIAA CREF Investment Management
New York
$46.3M +$3.12M +73,427 +7%
UBS AM
32
UBS AM
Illinois
$38.5M -$1.01M -23,778 -3%
LSV Asset Management
33
LSV Asset Management
Illinois
$37.2M +$7.2M +169,350 +23%
JHIU
34
Janus Henderson Investors US
Colorado
$36.7M -$3.39M -79,611 -8%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$34.2M -$5.18M -121,761 -13%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$27.1M +$1.66M +38,980 +6%
Swiss National Bank
37
Swiss National Bank
Switzerland
$26.9M +$4.79M +112,725 +21%
GC
38
Guggenheim Capital
Illinois
$24.6M +$284K +6,678 +1%
Canada Pension Plan Investment Board
39
Canada Pension Plan Investment Board
Ontario, Canada
$24.5M +$2.79M +65,675 +13%
ClearBridge Investments
40
ClearBridge Investments
New York
$23.4M +$1.03M +24,225 +4%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$23.3M +$12.3M +288,982 +106%
Barclays
42
Barclays
United Kingdom
$22.6M +$5.56M +130,772 +30%
Artisan Partners
43
Artisan Partners
Wisconsin
$22.4M -$16.4M -384,731 -42%
Credit Agricole
44
Credit Agricole
France
$22M +$8.47M +199,241 +61%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$20.8M +$10.2M +239,808 +92%
VanEck Associates
46
VanEck Associates
New York
$20.8M +$3.37M +79,232 +19%
NFA
47
Nationwide Fund Advisors
Ohio
$19.9M +$904K +21,250 +5%
Mitsubishi UFJ Trust & Banking
48
Mitsubishi UFJ Trust & Banking
Japan
$19.7M +$538K +12,645 +3%
CS
49
Credit Suisse
Switzerland
$19.5M -$3.09M -72,682 -13%
Lord, Abbett & Co
50
Lord, Abbett & Co
New Jersey
$19.3M +$9.84M +231,450 +99%

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.