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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
MRCM
526
M&R Capital Management
New Jersey
$4.37K
CHC
527
City Holding Co
West Virginia
$4.17K
BCMLT
528
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.1K
HIA
529
Harbor Investment Advisory
Maryland
$4.08K -$38.6K -2,000 -91%
FMII
530
Farmers & Merchants Investments Inc
Nebraska
$4.04K
TFGT
531
TS Financial Group (TSFG)
Illinois
$4K +$116 +6 +3%
OAJ
532
Ogorek Anthony Joseph
New York
$4K +$154 +8 +3%
FCAS
533
First Command Advisory Services
Texas
$3.68K
IRC
534
Investors Research Corp
Georgia
$3.68K +$713 +37 +25%
MG
535
Mather Group
Illinois
$3.66K +$3.64K +189 New
SAM
536
Smartleaf Asset Management
Massachusetts
$3.63K +$3.45K +179 +2,238%
GWSG
537
GPS Wealth Strategies Group
Colorado
$3.6K
CCA
538
Criterion Capital Advisors
Tennessee
$3.56K
VCM
539
Versant Capital Management
Arizona
$3.54K
CA
540
Clearstead Advisors
Ohio
$3.49K +$964 +50 +40%
CSC
541
Caldwell Sutter Capital
California
$3.15K +$1.04K +54 +51%
FFO
542
Fortitude Family Office
Arizona
$3.11K
CTC
543
Central Trust Company
Missouri
$2.95K
SWC
544
Spectrum Wealth Counsel
Indiana
$2.95K
S
545
Sachetta
Massachusetts
$2.91K
UB
546
UMB Bank
Missouri
$2.6K +$2.54K +132 New
CIA
547
Cape Investment Advisory
Georgia
$2.46K -$13K -675 -84%
SIS
548
Sound Income Strategies
Florida
$2.46K -$11.6K -600 -83%
OPTFSNA
549
Old Point Trust & Financial Services N A
Virginia
$2.46K +$2.41K +125 New
BIA
550
Bell Investment Advisors
California
$1.75K

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.