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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
WCM
501
Westend Capital Management
California
$9.94K +$9.74K +505 New
BF
502
BOK Financial
Oklahoma
$9.66K +$8.68K +450 +957%
BWL
503
Bogart Wealth LLC
Virginia
$9.45K
CAM
504
Creekmur Asset Management
Illinois
$8.15K
AWM
505
Avior Wealth Management
Nebraska
$7.97K +$2.83K +147 +57%
HPC
506
HM Payson & Co
Maine
$7.88K
FCMT
507
Founders Capital Management (Texas)
Texas
$7.38K
HNB
508
Hilltop National Bank
Wyoming
$7.38K +$7.23K +375 New
PFBT
509
Parkside Financial Bank & Trust
Missouri
$7.21K +$231 +12 +3%
RMC
510
Resources Management Corp
Connecticut
$7K
CP
511
Castleview Partners
Texas
$6.87K -$312K -16,186 -98%
First Manhattan
512
First Manhattan
New York
$6.59K +$193 +10 +3%
PA
513
PSI Advisors
Florida
$6.4K
TC
514
Truvestments Capital
Florida
$5.91K -$89.2K -4,625 -94%
AAG
515
Accordant Advisory Group
Maryland
$5.91K +$5.79K +300 New
RA
516
Ransom Advisory
Rhode Island
$5.42K +$5.3K +275 New
AIC
517
Archer Investment Corporation
Indiana
$5.38K -$57.8K -3,000 -92%
OLVIG
518
Oliver Lagore Vanvalin Investment Group
Michigan
$5.04K +$4.94K +256 New
CMP
519
Coston McIsaac & Partners
Maine
$5K +$193 +10 +4%
MWM
520
Mascoma Wealth Management
New Hampshire
$4.92K
OIA
521
Optimum Investment Advisors
Illinois
$4.92K
GWP
522
Gen-Wealth Partners
Michigan
$4.92K +$4.82K +250 New
NI
523
NCP Inc
California
$4.92K +$4.82K +250 New
TFIPS
524
Towarzystwo Funduszy Inwestycyjnych PZU SA
$4.92K
JWM
525
Janiczek Wealth Management
Colorado
$4.85K +$4.69K +243 New

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.