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Annaly Capital Management

719 hedge funds and large institutions have $5.62B invested in Annaly Capital Management in 2021 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 305 increasing their positions, 186 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 186

38% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 63

9% more capital invested

Capital invested by funds: $5.14B → $5.62B (+$480M)

3% more funds holding

Funds holding: 700719 (+19)

0.63% more ownership

Funds ownership: 10.68%11.32% (+0.63%)

31% less call options, than puts

Call options by funds: $33.9M | Put options by funds: $49.1M

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
719
Holders Change
+19
Holders Change %
+2.71%
% of All Funds
12.52%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
87
Increased
305
Reduced
186
Closed
63
Calls
$33.9M
Puts
$49.1M
Net Calls
-$15.2M
Net Calls Change
+$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
26
Brandywine Global Investment Management
Pennsylvania
$36M -$12.1M -332,095 -25%
Wells Fargo
27
Wells Fargo
California
$35.7M +$2.26M +62,144 +7%
PPA
28
Parametric Portfolio Associates
Washington
$34.7M +$949K +26,133 +3%
Victory Capital Management
29
Victory Capital Management
Texas
$34.1M -$5.07M -139,530 -13%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$33.9M -$2.52M -69,345 -7%
Bank of America
31
Bank of America
North Carolina
$33.5M +$970K +26,711 +3%
Invesco
32
Invesco
Georgia
$29.9M +$3.48M +95,761 +13%
Renaissance Technologies
33
Renaissance Technologies
New York
$29.1M -$17M -468,917 -36%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$28.7M +$16.9M +464,225 +134%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$28.4M +$6.57M +180,942 +29%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$28.3M -$992K -27,319 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
37
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$27.6M +$25.3M +696,461 +856%
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$26.8M +$2.11M +58,001 +8%
WHG
39
Westwood Holdings Group
Texas
$25.2M -$1.12M -30,791 -4%
UBS Group
40
UBS Group
Switzerland
$24.4M -$3.11M -85,736 -11%
APG Asset Management
41
APG Asset Management
Netherlands
$24.3M -$345K -9,500 -1%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$23.4M -$833K -22,931 -3%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$23.1M +$1.25M +34,546 +6%
Barclays
44
Barclays
United Kingdom
$23M -$1.87M -51,430 -7%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$22.1M -$3.6M -99,165 -14%
AT
46
AMF Tjänstepension
Sweden
$21.1M +$21.5M +592,859 New
Russell Investments Group
47
Russell Investments Group
United Kingdom
$20.9M -$117K -3,213 -0.5%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$20.3M +$14.7M +406,002 +243%
Deutsche Bank
49
Deutsche Bank
Germany
$20.2M +$6.41M +176,520 +45%
PI
50
PGGM Investments
Netherlands
$18.5M +$18.9M +520,475 New

NLY Hedge Fund Activity: Q2 2021 in Review

719 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q2 2021, worth a combined $5.62B — up 9.3% from $5.14B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new NLY positions and 63 closed out — a net gain of 24 holders — while 305 added to existing stakes and 186 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $57.3M. The largest seller was Fidelity Investments, cutting an estimated $76.8M.

  • 719 institutional investors held Annaly Capital Management (NLY) as of Q2 2021, up from 700 in Q1 2021.
  • Funds reported $5.62B of Annaly Capital Management stock for Q2 2021, up 9.3% quarter-over-quarter.
  • 87 funds opened new Annaly Capital Management positions in Q2 2021 and 63 closed out, a net change of +24 holders.
  • The largest Annaly Capital Management buyer in Q2 2021 was Goldman Sachs, an estimated $57.3M added.
  • The largest Annaly Capital Management seller in Q2 2021 was Fidelity Investments, an estimated $76.8M sold.

Based on aggregated 13F filings for Q2 2021.