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Annaly Capital Management

577 hedge funds and large institutions have $5.09B invested in Annaly Capital Management in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 221 increasing their positions, 171 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $138M | Put options by funds: $76.9M

29% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 171

26% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 62

1% more funds holding

Funds holding: 569577 (+8)

0% less capital invested

Capital invested by funds: $5.1B → $5.09B (-$9.9M)

0.83% less ownership

Funds ownership: 52.43%51.59% (-0.83%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
577
Holders Change
+8
Holders Change %
+1.41%
% of All Funds
8.31%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
78
Increased
221
Reduced
171
Closed
62
Calls
$138M
Puts
$76.9M
Net Calls
+$60.8M
Net Calls Change
+$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Credit Suisse
Switzerland
$22.3M +$3.09M +160,203 +17%
UBS Group
27
UBS Group
Switzerland
$21.1M +$1.96M +101,585 +10%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$20.1M -$15.6K -809 -0.1%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$19.9M +$16M +828,325 +455%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$19.6M +$12.6M +652,540 +171%
Deutsche Bank
31
Deutsche Bank
Germany
$19M +$558K +28,947 +3%
Ameriprise
32
Ameriprise
Minnesota
$18.7M -$1.9M -98,311 -9%
Barclays
33
Barclays
United Kingdom
$18.1M -$2.47M -127,880 -12%
SAM
34
Storebrand Asset Management
Norway
$17.6M -$1.55M -80,343 -8%
Citigroup
35
Citigroup
New York
$16.8M -$856K -44,369 -5%
Retirement Systems of Alabama
36
Retirement Systems of Alabama
Alabama
$16.7M +$31.6K +1,639 +0.2%
Allianz Asset Management
37
Allianz Asset Management
Germany
$16.7M +$3.82M +198,280 +31%
Osaic Holdings
38
Osaic Holdings
Arizona
$15.4M -$451K -23,386 -3%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$15.4M +$200K +10,380 +1%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$15.3M -$9.44M -489,425 -39%
SEI Investments
41
SEI Investments
Pennsylvania
$15.3M -$37.2K -1,928 -0.2%
CS
42
Candriam SCA
Luxembourg
$15.2M +$7.13M +369,730 +92%
Amundi
43
Amundi
France
$14.7M -$6.62M -343,389 -30%
AllianceBernstein
44
AllianceBernstein
Tennessee
$14.3M +$180K +9,341 +1%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$13.2M -$925K -47,949 -7%
LPL Financial
46
LPL Financial
California
$13.2M -$1.94M -100,715 -13%
AIG
47
American International Group
New York
$13M -$260K -13,495 -2%
CA
48
Cetera Advisors
Colorado
$13M +$4.29M +222,711 +51%
Swedbank
49
Swedbank
Sweden
$12.8M -$67.4K -3,495 -0.5%
AAM
50
Advisors Asset Management
Colorado
$12.6M -$1.59M -82,578 -11%

NLY Hedge Fund Activity: Q1 2024 in Review

577 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q1 2024, worth a combined $5.09B — down 0.19% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new NLY positions and 62 closed out — a net gain of 16 holders — while 221 added to existing stakes and 171 trimmed.

The largest buyer was Bank of America, adding an estimated $46.3M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $119M sold.

  • 577 institutional investors held Annaly Capital Management (NLY) as of Q1 2024, up from 569 in Q4 2023.
  • Funds reported $5.09B of Annaly Capital Management stock for Q1 2024, down 0.19% quarter-over-quarter.
  • 78 funds opened new Annaly Capital Management positions in Q1 2024 and 62 closed out, a net change of +16 holders.
  • The largest Annaly Capital Management buyer in Q1 2024 was Bank of America, an estimated $46.3M added.
  • The largest Annaly Capital Management seller in Q1 2024 was Balyasny Asset Management, an estimated $119M sold.

Based on aggregated 13F filings for Q1 2024.