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Annaly Capital Management

483 hedge funds and large institutions have $5.21B invested in Annaly Capital Management in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 195 increasing their positions, 164 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 164

0.38% more ownership

Funds ownership: 12.82%13.21% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less capital invested

Capital invested by funds: $5.25B → $5.21B (-$45M)

6% less funds holding

Funds holding: 514483 (-31)

22% less call options, than puts

Call options by funds: $20.8M | Put options by funds: $26.7M

46% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 61

Holders
483
Holders Change
-31
Holders Change %
-6.03%
% of All Funds
12.87%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
33
Increased
195
Reduced
164
Closed
61
Calls
$20.8M
Puts
$26.7M
Net Calls
-$5.9M
Net Calls Change
+$29.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
526
Forte Capital
New York
-$110K -2,534 Closed
AMAL
527
Asset Management Advisors LLC
Oklahoma
-$109K -2,525 Closed
SOAMC
528
Spirit of America Management Corp
New York
-$108K -2,500 Closed
PHK
529
Point72 Hong Kong
Hong Kong
-$97K -2,253 Closed
CBT
530
Central Bank & Trust
Kentucky
-$88K -2,034 Closed
Fuller & Thaler Asset Management
531
Fuller & Thaler Asset Management
California
-$71K -1,650 Closed
BAM
532
Barrett Asset Management
New York
-$52K -1,213 Closed
HCC
533
Hirtle Callaghan & Co
Pennsylvania
-$29K -653 Closed
MMG
534
Monetary Management Group
Missouri
-$16K -375 Closed
LFR
535
Lehman Financial Resources
Pennsylvania
-$12K -275 Closed
W
536
Wealthfront
California
-$11K -265 Closed
ECM
537
Exchange Capital Management
Michigan
-$11K -250 Closed
FQ
538
First Quadrant
California
-$10K -233 Closed
RC
539
RegentAtlantic Capital
New Jersey
-$9.73K -225 Closed
S
540
SignatureFD
Georgia
-$6K -134 Closed
WF
541
WealthTrust Fairport
Ohio
-$6K -128 Closed
MPWT
542
MassMutual Private Wealth & Trust
Connecticut
-$5.41K -125 Closed
1832 Asset Management
543
1832 Asset Management
Ontario, Canada
-$2K -50 Closed
WA
544
Waverly Advisors
Alabama
+$43 +1 New

NLY Hedge Fund Activity: Q1 2015 in Review

483 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q1 2015, worth a combined $5.21B — down 0.86% from $5.25B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of NLY and 33 opened new positions — a net loss of 28 holders — while 164 trimmed existing stakes and 195 added.

The largest buyer was Fidelity Investments, adding an estimated $66.8M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $54.6M sold.

  • 483 institutional investors held Annaly Capital Management (NLY) as of Q1 2015, down from 514 in Q4 2014.
  • Funds reported $5.21B of Annaly Capital Management stock for Q1 2015, down 0.86% quarter-over-quarter.
  • 33 funds opened new Annaly Capital Management positions in Q1 2015 and 61 closed out, a net change of -28 holders.
  • The largest Annaly Capital Management buyer in Q1 2015 was Fidelity Investments, an estimated $66.8M added.
  • The largest Annaly Capital Management seller in Q1 2015 was Arrowstreet Capital, an estimated $54.6M sold.

Based on aggregated 13F filings for Q1 2015.