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Annaly Capital Management

576 hedge funds and large institutions have $6.55B invested in Annaly Capital Management in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 213 increasing their positions, 192 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 192

0.84% less ownership

Funds ownership: 14.61%13.78% (-0.84%)

3% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 62

1% less funds holding

Funds holding: 583576 (-7)

7% less capital invested

Capital invested by funds: $7.01B → $6.55B (-$460M)

77% less call options, than puts

Call options by funds: $9.14M | Put options by funds: $40.3M

Holders
576
Holders Change
-7
Holders Change %
-1.2%
% of All Funds
13.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
60
Increased
213
Reduced
192
Closed
62
Calls
$9.14M
Puts
$40.3M
Net Calls
-$31.2M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
551
Trust Company of Vermont
Vermont
$5K
PIA
552
Piedmont Investment Advisors
North Carolina
$5K +$4.71K +113 New
BCWM
553
Bartlett & Co Wealth Management
Ohio
$4.33K +$4.38K +105 New
CFN
554
Cordasco Financial Network
Florida
$4K
FGAM
555
Financial Gravity Asset Management
Texas
$4K +$1.04K +25 +40%
AS
556
Altshuler Shaham
Israel
$4K +$3.67K +88 New
BC
557
Bartlett & Co
Ohio
$4K +$4.38K +105 New
CLOS
558
Compagnie Lombard Odier SCmA
Switzerland
$3K
AIS
559
Accurate Investment Solutions
Pennsylvania
$3K +$42 +1 +1%
DOA
560
D'Orazio & Associates
Virginia
$3K +$83 +2 +3%
SIS
561
Sound Income Strategies
Florida
$3K +$2K +48 +185%
LWM
562
Lenox Wealth Management
Ohio
$3K +$3.13K +75 New
RE
563
RBC Europe
United Kingdom
$2.62K
SBL
564
Sargent Bickham Lagudis
Colorado
$2K -$52.1K -1,250 -96%
VNA
565
Valley National Advisers
Pennsylvania
$2K
WAM
566
Watermark Asset Management
California
$2K
PFBT
567
Parkside Financial Bank & Trust
Missouri
$2K +$42 +1 +2%
RWA
568
River Wealth Advisors
Pennsylvania
$2K +$2.46K +59 New
RCAG
569
Rehmann Capital Advisory Group
Michigan
$1.47K +$250 +6 +20%
RA
570
Rational Advisors
New York
$1K -$582K -13,973 -100%
CAW
571
Cornerstone Advisors (Washington)
Washington
$1K -$19K -457 -96%
GWS
572
Glassman Wealth Services
Virginia
$1K -$42 -1 -3%
FIB
573
First Interstate Bank
Montana
$1K
TA
574
Townsend & Associates
Colorado
$1K
LWA
575
Lenox Wealth Advisors
New York
$1K +$1.04K +25 New

NLY Hedge Fund Activity: Q2 2018 in Review

576 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q2 2018, worth a combined $6.55B — down 6.6% from $7.01B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of NLY and 60 opened new positions — a net loss of 2 holders — while 192 trimmed existing stakes and 213 added.

The largest buyer was Balyasny Asset Management, adding an estimated $35.3M. The largest seller was APG Asset Management, cutting an estimated $79.6M.

  • 576 institutional investors held Annaly Capital Management (NLY) as of Q2 2018, down from 583 in Q1 2018.
  • Funds reported $6.55B of Annaly Capital Management stock for Q2 2018, down 6.6% quarter-over-quarter.
  • 60 funds opened new Annaly Capital Management positions in Q2 2018 and 62 closed out, a net change of -2 holders.
  • The largest Annaly Capital Management buyer in Q2 2018 was Balyasny Asset Management, an estimated $35.3M added.
  • The largest Annaly Capital Management seller in Q2 2018 was APG Asset Management, an estimated $79.6M sold.

Based on aggregated 13F filings for Q2 2018.