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Annaly Capital Management

670 hedge funds and large institutions have $7.3B invested in Annaly Capital Management in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 214 increasing their positions, 221 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $88.2M | Put options by funds: $39.1M

108% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 59

8% more funds holding

Funds holding: 620670 (+50)

5% more capital invested

Capital invested by funds: $6.93B → $7.3B (+$369M)

0.02% more ownership

Funds ownership: 13.51%13.53% (+0.02%)

3% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 221

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
670
Holders Change
+50
Holders Change %
+8.06%
% of All Funds
13.2%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
123
Increased
214
Reduced
221
Closed
59
Calls
$88.2M
Puts
$39.1M
Net Calls
+$49.1M
Net Calls Change
+$71.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$40.1M +$20.5M +562,795 +112%
Charles Schwab
27
Charles Schwab
California
$38.9M +$57.2K +1,569 +0.2%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$36M +$1.37M +37,665 +4%
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$35.6M +$34.4M +944,275 New
WRF
30
Waddell & Reed Financial
Kansas
$33.4M -$96.6K -2,650 -0.3%
Mitsubishi UFJ Trust & Banking
31
Mitsubishi UFJ Trust & Banking
Japan
$33M -$1.5M -41,069 -4%
Goldman Sachs
32
Goldman Sachs
New York
$31.7M -$19.7M -541,473 -39%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$29.9M +$12.8M +350,177 +79%
PPA
34
Parametric Portfolio Associates
Washington
$29.7M -$403K -11,055 -1%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$29.6M -$480K -13,163 -2%
Bank of America
36
Bank of America
North Carolina
$29.4M -$15.3M -420,169 -35%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$29.2M -$1.02M -27,963 -3%
Citigroup
38
Citigroup
New York
$28.7M +$4.41M +121,053 +19%
Allianz Asset Management
39
Allianz Asset Management
Germany
$28.1M -$22.8M -625,877 -46%
SFM
40
Soros Fund Management
New York
$27.9M -$5.11M -140,135 -16%
VanEck Associates
41
VanEck Associates
New York
$27M -$583 -16 -0%
AIMCA
42
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$25.9M -$12.8M -349,850 -34%
Prudential Financial
43
Prudential Financial
New Jersey
$25.1M +$5.36M +147,008 +28%
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
$23.7M +$1.83M +50,253 +9%
AAMU
45
Amundi Asset Management US
Massachusetts
$23.4M +$991K +27,190 +5%
National Pension Service
46
National Pension Service
South Korea
$23.1M +$5.33M +146,251 +31%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$22.8M -$635K -17,424 -3%
Barclays
48
Barclays
United Kingdom
$22.3M -$4.3M -117,913 -17%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$19.6M -$3.1M -84,970 -14%
Deutsche Bank
50
Deutsche Bank
Germany
$19.5M -$866K -23,752 -4%

NLY Hedge Fund Activity: Q4 2019 in Review

670 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q4 2019, worth a combined $7.3B — up 5.3% from $6.93B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new NLY positions and 59 closed out — a net gain of 64 holders — while 214 added to existing stakes and 221 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $51.1M. The largest seller was Fidelity Investments, cutting an estimated $142M.

  • 670 institutional investors held Annaly Capital Management (NLY) as of Q4 2019, up from 620 in Q3 2019.
  • Funds reported $7.3B of Annaly Capital Management stock for Q4 2019, up 5.3% quarter-over-quarter.
  • 123 funds opened new Annaly Capital Management positions in Q4 2019 and 59 closed out, a net change of +64 holders.
  • The largest Annaly Capital Management buyer in Q4 2019 was Citadel Advisors, an estimated $51.1M added.
  • The largest Annaly Capital Management seller in Q4 2019 was Fidelity Investments, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2019.