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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
ACM
526
Antonetti Capital Management
Florida
$3.5K
EARNEST Partners
527
EARNEST Partners
Georgia
$3.32K
IRC
528
Investors Research Corp
Georgia
$3K
GBT
529
Grove Bank & Trust
Florida
$2.74K
JWM
530
Janiczek Wealth Management
Colorado
$2.62K
VCM
531
Versant Capital Management
Arizona
$2.62K -$641 -33 -20%
CA
532
Clearstead Advisors
Ohio
$2.5K
CIA
533
Cape Investment Advisory
Georgia
$2.5K
HS
534
Horan Securities
United States
$2.5K
MA
535
MCF Advisors
Kentucky
$2.42K +$2.35K +121 New
RTL
536
Red Tortoise LLC
Georgia
$2.12K +$2.06K +106 New
VNA
537
Valley National Advisers
Pennsylvania
$2K
FA
538
Fiduciary Alliance
South Carolina
$1.86K +$1.81K +93 New
GJIA
539
Glass Jacobson Investment Advisors
Maryland
$1.6K +$1.55K +80 New
GGI
540
Godsey & Gibb Inc
Virginia
$1.44K
BWM
541
BerganKDV Wealth Management
Minnesota
$1.4K -$155 -8 -10%
NECFA
542
New England Capital Financial Advisors
Connecticut
$1.32K +$39 +2 +3%
PWMG
543
Prestige Wealth Management Group
New Jersey
$1.26K
LIA
544
Luken Investment Analytics
Tennessee
$1K
SF
545
Safeguard Financial
Wisconsin
$1K +$505 +26 New
BAAM
546
Baker Avenue Asset Management
California
$960 -$1.11K -57 -54%
AIM
547
Anchor Investment Management
South Carolina
$740 +$719 +37 New
TPCW
548
TD Private Client Wealth
New York
$660
YAL
549
Your Advocates Ltd
Texas
$600
TIM
550
Tortoise Investment Management
New York
$562 +$19 +1 +4%

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.