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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
JIC
551
Joel Isaacson & Co
New York
$88K +$1.93K +57 +2%
SWP
552
ShoreHaven Wealth Partners
New Jersey
$87K -$16.2K -477 -16%
OIA
553
Optimum Investment Advisors
Illinois
$87K -$5.72K -169 -6%
EW
554
Element Wealth
Mississippi
$87K +$1.15K +34 +1%
LA
555
Lynch & Associates
Indiana
$86K
PWP
556
Principle Wealth Partners
Connecticut
$86K
SWP
557
Summit Wealth Partners
Florida
$86K
FPWM
558
FSB Premier Wealth Management
Iowa
$86K +$84.9K +2,507 New
DHFB
559
Dixon Hubard Feinour & Brown
Virginia
$79K
GWSG
560
GPS Wealth Strategies Group
Colorado
$78K +$77.4K +2,286 New
AF
561
Advisornet Financial
Minnesota
$74K +$25.4K +750 +54%
SIC
562
Salem Investment Counselors
North Carolina
$73K
MRCM
563
M&R Capital Management
New Jersey
$73K +$8.47K +250 +13%
NSIM
564
North Star Investment Management
Illinois
$71K +$406 +12 +0.6%
CWC
565
Carolinas Wealth Consulting
North Carolina
$69K +$67.7K +2,000 New
Baillie Gifford & Co
566
Baillie Gifford & Co
United Kingdom
$64K
EFSCE
567
Enterprise Financial Services Corp (EFSC)
Missouri
$60K +$2.44K +72 +4%
BCA
568
Berman Capital Advisors
Georgia
$54K +$68 +2 +0.1%
PCG
569
Private Capital Group
Connecticut
$54K +$305 +9 +0.6%
QCG
570
Quadrant Capital Group
Ohio
$52K +$14.1K +415 +38%
AWM
571
Atticus Wealth Management
Florida
$52K +$33.9K +1,000 +200%
BWP
572
Baldwin Wealth Partners
Massachusetts
$52K +$42.3K +1,250 +500%
MA
573
MUFG Americas
New York
$52K +$50.8K +1,500 New
ACM
574
Allred Capital Management
Texas
$51.2K +$50.4K +1,488 New
CWAF
575
Core Wealth Advisors (Florida)
Florida
$51K +$2.3K +68 +5%

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.