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Annaly Capital Management

700 hedge funds and large institutions have $5.14B invested in Annaly Capital Management in 2021 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 280 increasing their positions, 202 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 202

17% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 69

0% more funds holding

Funds holding: 697700 (+3)

0.9% less ownership

Funds ownership: 11.58%10.68% (-0.9%)

7% less capital invested

Capital invested by funds: $5.5B → $5.14B (-$362M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

52% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $58.3M

Holders
700
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
12.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
81
Increased
280
Reduced
202
Closed
69
Calls
$27.8M
Puts
$58.3M
Net Calls
-$30.5M
Net Calls Change
+$816K
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
501
Patriot Financial Group Insurance Agency
Massachusetts
$123K +$1.02K +30 +0.8%
TC
502
Trilogy Capital
California
$123K +$2.37K +70 +2%
BS
503
Banco Santander
Spain
$123K +$20K +590 +20%
SSWM
504
Sheets Smith Wealth Management
North Carolina
$122K +$120K +3,550 New
WAAG
505
Wealth Alliance Advisory Group
Kansas
$121K
TI
506
Truepoint Inc
Ohio
$120K -$12K -353 -9%
NFSG
507
Newbridge Financial Services Group
Florida
$120K +$305 +9 +0.3%
MCM
508
MAI Capital Management
Ohio
$120K +$118K +3,496 New
CFGS
509
Concourse Financial Group Securities
Alabama
$119K +$339 +10 +0.3%
BAM
510
Barrett Asset Management
New York
$118K -$212K -6,250 -65%
KM
511
Kalos Management
Georgia
$118K -$1.46K -43 -1%
WT
512
Washington Trust
Rhode Island
$118K
TBNY
513
Trustco Bank (New York)
New York
$117K -$2.13K -63 -2%
Brown Advisory
514
Brown Advisory
Maryland
$117K +$115K +3,388 New
VAM
515
Verity Asset Management
North Carolina
$116K +$114K +3,370 New
PCM
516
Prelude Capital Management
New York
$114K -$237K -6,985 -68%
FB
517
First Bancorp
Maine
$114K +$112K +3,305 New
APW
518
Aurora Private Wealth
New Jersey
$113K +$3.39K +100 +3%
MAA
519
Mraz Amerine & Associates
California
$112K
PCMC
520
Paragon Capital Management (Colorado)
Colorado
$112K
ODG
521
O'Dell Group
Ohio
$112K +$2.88K +85 +3%
FCH
522
Freestone Capital Holdings
Washington
$110K +$27.5K +811 +34%
CPIG
523
Chicago Partners Investment Group
Illinois
$109K +$105K +3,089 New
CPA
524
Cowen Prime Advisors
New York
$108K
QC
525
QCM Cayman
Texas
$106K +$1.76K +52 +2%

NLY Hedge Fund Activity: Q1 2021 in Review

700 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q1 2021, worth a combined $5.14B — down 6.6% from $5.5B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new NLY positions and 69 closed out — a net gain of 12 holders — while 280 added to existing stakes and 202 trimmed.

The largest buyer was BlackRock, adding an estimated $20.5M. The largest seller was Wells Fargo, cutting an estimated $166M.

  • 700 institutional investors held Annaly Capital Management (NLY) as of Q1 2021, up from 697 in Q4 2020.
  • Funds reported $5.14B of Annaly Capital Management stock for Q1 2021, down 6.6% quarter-over-quarter.
  • 81 funds opened new Annaly Capital Management positions in Q1 2021 and 69 closed out, a net change of +12 holders.
  • The largest Annaly Capital Management buyer in Q1 2021 was BlackRock, an estimated $20.5M added.
  • The largest Annaly Capital Management seller in Q1 2021 was Wells Fargo, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2021.