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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
WT
476
Washington Trust
Rhode Island
$19.7K
CI Investments Inc
477
CI Investments Inc
Ontario, Canada
$19K +$4.3K +223 +30%
POIA
478
Pin Oak Investment Advisors
Texas
$18K
FCG
479
Financial Connections Group
California
$17K
VWM
480
Venturi Wealth Management
Texas
$17K +$174 +9 +1%
HGERS
481
Householder Group Estate & Retirement Specialist
Arizona
$16.4K
SA
482
SRH Advisors
Kansas
$16.3K
MPWT
483
MassMutual Private Wealth & Trust
Connecticut
$15.8K +$2.14K +111 +16%
AA
484
AlphaMark Advisors
Kentucky
$15K +$463 +24 +3%
AWM
485
AllSquare Wealth Management
New York
$14.7K
IGWM
486
ICA Group Wealth Management
Colorado
$14.5K
WBC
487
West Branch Capital
Massachusetts
$14K +$251 +13 +2%
JFA
488
JNBA Financial Advisors
Minnesota
$14K
BGAI
489
Bruce G. Allen Investments
Colorado
$12.2K
C
490
Covestor
United Kingdom
$12K -$111K -5,775 -90%
JEST
491
JTC Employer Solutions Trustee
Jersey
$12K
BAM
492
Byrne Asset Management
New Jersey
$11.9K
CA
493
Crewe Advisors
Utah
$11.7K +$11.5K +595 New
FCA
494
FinTrust Capital Advisors
South Carolina
$11.2K +$328 +17 +3%
MSFP
495
Mark Sheptoff Financial Planning
Connecticut
$10.8K -$174 -9 -2%
WB
496
Webster Bank
Connecticut
$10.8K
LI
497
LRI Investments
Florida
$10.6K +$10.4K +539 New
OA
498
Operose Advisors
Wisconsin
$10.6K
AF
499
Advisornet Financial
Minnesota
$10.2K -$10.1K -525 -50%
LC
500
Lindbrook Capital
California
$10.2K +$1.27K +66 +15%

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.