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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
AWM
551
Abound Wealth Management
Tennessee
$561 +$544 +28 New
LWP
552
Lumature Wealth Partners
Georgia
$537 +$19 +1 +4%
SC
553
Stephens Consulting
Michigan
$501
DA
554
Denali Advisors
California
$420 -$602 -31 -60%
SIS
555
Strategic Investment Solutions
Illinois
$262
DJSG
556
D.J. St. Germain
Massachusetts
$240 +$233 +12 New
Kayne Anderson Rudnick Investment Management
557
Kayne Anderson Rudnick Investment Management
California
$200
CAS
558
Coppell Advisory Solutions
Texas
$140 +$136 +7 New
Millennium Management
559
Millennium Management
New York
-$25.7M -1,345,778 Closed
HIG
560
Herr Investment Group
Texas
-$11.4M -597,821 Closed
A
561
AustralianSuper
Australia
-$10.5M -549,335 Closed
Qube Research & Technologies (QRT)
562
Qube Research & Technologies (QRT)
United Kingdom
-$8.77M -458,873 Closed
Canada Pension Plan Investment Board
563
Canada Pension Plan Investment Board
Ontario, Canada
-$3.17M -165,900 Closed
CWM
564
CIBC World Markets
New York
-$2.91M -152,237 Closed
PI
565
PGGM Investments
Netherlands
-$2.4M -125,472 Closed
BPC
566
Banque Pictet & Cie
Switzerland
-$2.22M -116,300 Closed
WFI
567
West Family Investments
California
-$2.01M -105,000 Closed
1832 Asset Management
568
1832 Asset Management
Ontario, Canada
-$1.22M -63,914 Closed
Hudson Bay Capital Management
569
Hudson Bay Capital Management
Connecticut
-$956K -50,000 Closed
BAM
570
Belpointe Asset Management
Nevada
-$927K -48,530 Closed
CAM
571
Cresset Asset Management
Illinois
-$932K -47,191 Closed
WBC
572
Westpac Banking Corp
Australia
-$849K -44,430 Closed
FC
573
FORA Capital
Florida
-$834K -43,637 Closed
EMFAT
574
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$655K -34,257 Closed
AM
575
AGF Management
Ontario, Canada
-$581K -30,388 Closed

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.