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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
PPA
26
Parametric Portfolio Associates
Washington
$32.7M -$2.34M -69,081 -7%
Wells Fargo
27
Wells Fargo
California
$32.5M -$166M -4,900,172 -84%
Bank of America
28
Bank of America
North Carolina
$31.5M -$2.97M -87,783 -9%
Allianz Asset Management
29
Allianz Asset Management
Germany
$29.8M +$5.08M +150,080 +21%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$28.3M -$1.85M -54,679 -6%
UBS Group
31
UBS Group
Switzerland
$26.6M +$2.45M +72,329 +10%
Invesco
32
Invesco
Georgia
$25.6M +$8.72M +257,304 +53%
WHG
33
Westwood Holdings Group
Texas
$25.5M -$1.5M -44,397 -6%
Goldman Sachs
34
Goldman Sachs
New York
$25.2M +$185K +5,450 +0.7%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$24.8M -$188K -5,542 -0.8%
APG Asset Management
36
APG Asset Management
Netherlands
$24.1M +$6.04M +178,352 +28%
Barclays
37
Barclays
United Kingdom
$24M +$6.91M +204,037 +41%
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$24M -$7.48M -220,943 -24%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$23.5M +$518K +15,297 +2%
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$21.3M -$9.7M -286,320 -32%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$21.2M -$1.26M -37,143 -6%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$20.3M -$2M -59,189 -9%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$17.1M -$35.3M -1,041,237 -68%
AAMU
44
Amundi Asset Management US
Massachusetts
$16.5M -$4.46M -131,686 -22%
Citigroup
45
Citigroup
New York
$15.8M +$6.05M +178,756 +64%
State Board of Administration of Florida Retirement System
46
State Board of Administration of Florida Retirement System
Florida
$13.9M -$578K -17,072 -4%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$13.5M -$3.56M -104,975 -21%
Deutsche Bank
48
Deutsche Bank
Germany
$13.5M +$2.08M +61,455 +19%
Ameriprise
49
Ameriprise
Minnesota
$12.8M +$1.43M +42,261 +13%
LPL Financial
50
LPL Financial
California
$12.7M +$1.64M +48,348 +15%

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.