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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
MWM
526
Mattern Wealth Management
Kansas
$104K
AWM
527
AllSquare Wealth Management
New York
$103K +$25.4K +750 +33%
CWA
528
Clarus Wealth Advisors
Arizona
$100K
DT
529
Diversified Trust
Tennessee
$99K -$137K -4,053 -58%
SC
530
Scotia Capital
Ontario, Canada
$99K -$16.5K -486 -14%
BPA
531
Beacon Pointe Advisors
California
$99K +$96.9K +2,861 New
SS
532
Sunbelt Securities
Texas
$98K -$24.6K -727 -20%
PP
533
Patten & Patten
Tennessee
$98K
JMF
534
Johnson Midwest Financial
Iowa
$98K +$1.29K +38 +1%
MNBTD
535
Moody National Bank Trust Division
Texas
$97K
BCP
536
Berkeley Capital Partners
Georgia
$94K -$2.2K -65 -2%
MCM
537
McMillion Capital Management
North Carolina
$94K
CFA
538
Carroll Financial Associates
North Carolina
$94K +$13.4K +396 +17%
IFWM
539
Institute for Wealth Management
Colorado
$93K -$13.5K -400 -13%
RA
540
RFG Advisory
Alabama
$92K -$3.25K -96 -3%
SW
541
SkyOak Wealth
Michigan
$92K +$87.4K +2,581 New
CI
542
Cigna Investments
Connecticut
$91K -$26.4K -778 -23%
RA
543
Riverstone Advisors
Texas
$91K
VCM
544
Vivaldi Capital Management
Illinois
$91K
CL
545
Choreo LLC
Illinois
$90K +$102 +3 +0.1%
AA
546
Apriem Advisors
California
$89K -$70.5K -2,081 -44%
SFA
547
Sequoia Financial Advisors
Ohio
$89K +$542 +16 +0.6%
BJL
548
Brighton Jones LLC
Washington
$89K +$87.5K +2,583 New
DTL
549
Dynamic Technology Lab
Singapore
$89K +$87.8K +2,593 New
HWM
550
Hohimer Wealth Management
Washington
$88K -$2.13K -63 -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.