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
CAL
501
Capital Advisors Ltd
Ohio
$8K +$7.65K +394 +4,378%
AA
502
AlphaMark Advisors
Kentucky
$7K
CAM
503
Chesapeake Asset Management
New York
$6.66K
PPWM
504
PFG Private Wealth Management
Florida
$6.6K
RCM
505
Raleigh Capital Management
North Carolina
$6.5K -$2.43K -125 -28%
PA
506
PSI Advisors
Florida
$6.5K
RF
507
Robinswood Financial
Washington
$6.31K +$6.12K +315 New
TC
508
Truvestments Capital
Florida
$6K
BWS
509
Buck Wealth Strategies
Colorado
$6K +$5.83K +300 New
RFG
510
RFP Financial Group
Georgia
$5.92K
BIA
511
Bell Investment Advisors
California
$5.84K -$4.68K -241 -45%
CHC
512
City Holding Co
West Virginia
$5.46K -$3.4K -175 -39%
AWM
513
Avior Wealth Management
Nebraska
$5.16K -$219K -11,250 -98%
MWM
514
Mascoma Wealth Management
New Hampshire
$5.01K -$4.86K -250 -50%
WP
515
WealthPLAN Partners
Nebraska
$5K +$4.86K +250 New
CMP
516
Coston McIsaac & Partners
Maine
$5K +$155 +8 +3%
FFA
517
Farther Finance Advisors
California
$4.96K +$4.66K +240 +3,000%
RG
518
Retirement Group
California
$4.36K
BCMLT
519
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.2K -$19 -1 -0.5%
FMII
520
Farmers & Merchants Investments Inc
Nebraska
$4.1K +$389 +20 +11%
OAJ
521
Ogorek Anthony Joseph
New York
$4K +$136 +7 +3%
FCB
522
First Command Bank
Texas
$3.74K
FCFS
523
First Command Financial Services
Texas
$3.74K
IGWM
524
ICA Group Wealth Management
Colorado
$3.74K
GWSG
525
GPS Wealth Strategies Group
Colorado
$3.66K +$1.96K +101 +123%

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.