We are live on ! Find out more
NLY icon

Annaly Capital Management

560 hedge funds and large institutions have $4.99B invested in Annaly Capital Management in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 221 increasing their positions, 172 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $178M | Put options by funds: $88.9M

28% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 172

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 61

0% more capital invested

Capital invested by funds: $4.97B → $4.99B (+$21.9M)

0% less funds holding

Funds holding: 561560 (-1)

1.87% less ownership

Funds ownership: 52.64%50.77% (-1.9%)

Holders
560
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
8.79%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
65
Increased
221
Reduced
172
Closed
61
Calls
$178M
Puts
$88.9M
Net Calls
+$89.2M
Net Calls Change
-$57.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Credit Suisse
Switzerland
$20.4M -$6.86M -352,935 -26%
SSA
27
Schonfeld Strategic Advisors
New York
$19.8M -$1.41M -72,715 -7%
Deutsche Bank
28
Deutsche Bank
Germany
$19.4M +$208K +10,701 +1%
EH
29
EMG Holdings
Connecticut
$19.3M -$21.8M -1,124,375 -54%
SAM
30
Storebrand Asset Management
Norway
$18.1M -$1.35M -69,594 -7%
Amundi
31
Amundi
France
$17.3M -$895K -46,077 -5%
Retirement Systems of Alabama
32
Retirement Systems of Alabama
Alabama
$17.2M +$477K +24,560 +3%
First Trust Advisors
33
First Trust Advisors
Illinois
$16.5M -$7.55M -388,750 -32%
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$16.4M -$260K -13,369 -2%
Goldman Sachs
35
Goldman Sachs
New York
$16.4M +$1.43M +73,425 +10%
UBS Group
36
UBS Group
Switzerland
$16.3M +$4.88M +250,999 +45%
AllianceBernstein
37
AllianceBernstein
Tennessee
$15.8M -$5.56M -286,134 -27%
AIG
38
American International Group
New York
$14.9M +$434K +22,340 +3%
Barclays
39
Barclays
United Kingdom
$14.7M +$5.2M +267,589 +57%
Osaic Holdings
40
Osaic Holdings
Arizona
$14.6M +$2.79M +143,712 +24%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$14.6M +$1.42M +73,160 +11%
Swedbank
42
Swedbank
Sweden
$14.5M +$30.8K +1,587 +0.2%
Citigroup
43
Citigroup
New York
$14.4M -$2.95M -151,637 -17%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$13.9M -$3.56M -183,498 -21%
AC
45
Almitas Capital
California
$13.6M +$8.78M +451,868 +199%
Allianz Asset Management
46
Allianz Asset Management
Germany
$13.3M -$1.71M -87,943 -12%
LPL Financial
47
LPL Financial
California
$13.2M +$5.09K +262 +0%
Aviva
48
Aviva
United Kingdom
$12.6M +$682K +35,122 +6%
MGIM
49
M&G Investment Management
United Kingdom
$12.6M +$12.2M +629,198 New
AAM
50
Advisors Asset Management
Colorado
$12.2M +$2.38M +122,311 +25%

NLY Hedge Fund Activity: Q2 2023 in Review

560 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q2 2023, worth a combined $4.99B — up 0.44% from $4.97B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new NLY positions and 61 closed out — a net gain of 4 holders — while 221 added to existing stakes and 172 trimmed.

The largest buyer was Swiss National Bank, opening a new position worth an estimated $34.6M. The largest seller was Marshall Wace, cutting an estimated $82M.

  • 560 institutional investors held Annaly Capital Management (NLY) as of Q2 2023, down from 561 in Q1 2023.
  • Funds reported $4.99B of Annaly Capital Management stock for Q2 2023, up 0.44% quarter-over-quarter.
  • 65 funds opened new Annaly Capital Management positions in Q2 2023 and 61 closed out, a net change of +4 holders.
  • The largest Annaly Capital Management buyer in Q2 2023 was Swiss National Bank, an estimated $34.6M added.
  • The largest Annaly Capital Management seller in Q2 2023 was Marshall Wace, an estimated $82M sold.

Based on aggregated 13F filings for Q2 2023.