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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
EWP
476
Elevation Wealth Partners
California
$15K
WB
477
Webster Bank
Connecticut
$15K
BSC
478
Brown Shipley & Co
United Kingdom
$15K +$14.6K +750 New
SIS
479
Sound Income Strategies
Florida
$14.5K
SCA
480
Stonebridge Capital Advisors
Minnesota
$14.5K +$11.7K +600 +480%
JFA
481
JNBA Financial Advisors
Minnesota
$14.2K -$389 -20 -3%
AWM
482
AllSquare Wealth Management
New York
$14.1K
WBC
483
West Branch Capital
Massachusetts
$14K
CI Investments Inc
484
CI Investments Inc
Ontario, Canada
$14K -$9.46K -487 -41%
BAM
485
Byrne Asset Management
New Jersey
$14K
BTI
486
Blue Trust Inc
Georgia
$13K -$505 -26 -4%
FCMT
487
Founders Capital Management (Texas)
Texas
$12.5K
JEST
488
JTC Employer Solutions Trustee
Jersey
$12K
CA
489
Crewe Advisors
Utah
$11.9K
MSFP
490
Mark Sheptoff Financial Planning
Connecticut
$11.2K
CSC
491
Caldwell Sutter Capital
California
$10.6K +$7.67K +395 +290%
First Manhattan
492
First Manhattan
New York
$10K +$194 +10 +2%
BWL
493
Bogart Wealth LLC
Virginia
$9.61K
FCA
494
FinTrust Capital Advisors
South Carolina
$9.23K
CWAF
495
Core Wealth Advisors (Florida)
Florida
$9.01K
LS
496
Livforsakringsbolaget Skandia
Sweden
$8.66K
MRCM
497
M&R Capital Management
New Jersey
$8.44K -$2.43K -125 -23%
PFBT
498
Parkside Financial Bank & Trust
Missouri
$8.14K +$1.2K +62 +18%
HPC
499
HM Payson & Co
Maine
$8K
RMC
500
Resources Management Corp
Connecticut
$8K -$8.72K -449 -52%

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.