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Annaly Capital Management
NLY

601 hedge funds and large institutions have $4.72B invested in Annaly Capital Management in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 220 increasing their positions, 179 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 56

23% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 179

4% more funds holding

Funds holding: 577 → 601 (+24)

2.2% less ownership

Funds ownership: 51.59% → 49.4% (-2.2%)

7% less capital invested

Capital invested by funds: $5.09B → $4.72B (-$366M)

25% less call options, than puts

Call options by funds: $102M | Put options by funds: $136M

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
601
Holders Change
+24
Holders Change %
+4.16%
% of All Funds
8.68%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
92
Increased
220
Reduced
179
Closed
56
Calls
$102M
Puts
$136M
Net Calls
-$33.8M
Net Calls Change
-$94.6M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$26.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$17.4M
3
Millennium Management
Millennium Management
New York
+$10.3M
4
Goldman Sachs
Goldman Sachs
New York
+$7.53M
5
Northern Trust
Northern Trust
Illinois
+$7.31M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$46.5M
2
Invesco
Invesco
Georgia
-$29M
3
Bank of America
Bank of America
North Carolina
-$27.4M
4
BlackRock
BlackRock
New York
-$22.6M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$19.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
551
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.96K – – –
HIA
552
Harbor Investment Advisory
Maryland
$3.94K – – –
FMII
553
Farmers & Merchants Investments Inc
Nebraska
$3.91K – – –
S
554
Sachetta
Massachusetts
$3.8K +$757 +39 +26%
FCAS
555
First Command Advisory Services
Texas
$3.56K – – –
IRC
556
Investors Research Corp
Georgia
$3.56K – – –
TSMHT
557
Thurston Springer Miller Herd & Titak
Indiana
$3.56K +$3.61K +186 New
GWSG
558
GPS Wealth Strategies Group
Colorado
$3.49K – – –
CCA
559
Criterion Capital Advisors
Tennessee
$3.45K – – –
CC
560
Cypress Capital
Tennessee
$3.34K +$3.4K +175 New
VCM
561
Versant Capital Management
Arizona
$3.2K -$233 -12 -7%
CSC
562
Caldwell Sutter Capital
California
$3.12K +$78 +4 +3%
FFO
563
Fortitude Family Office
Arizona
$3.01K – – –
SWC
564
Spectrum Wealth Counsel
Indiana
$2.86K – – –
JWM
565
Janiczek Wealth Management
Colorado
$2.66K -$2.08K -107 -44%
CIA
566
Cape Investment Advisory
Georgia
$2.38K – – –
SIS
567
Sound Income Strategies
Florida
$2.38K – – –
Jones Financial Companies
568
Jones Financial Companies
Missouri
$2.1K +$2.14K +110 New
MRCM
569
M&R Capital Management
New Jersey
$1.91K -$2.37K -122 -55%
PPA
570
Painted Porch Advisors
California
$1.91K +$1.94K +100 New
BIA
571
Bell Investment Advisors
California
$1.7K – – –
ZB
572
Zions Bancorporation
Utah
$1.7K +$1.73K +89 New
OWA
573
Opal Wealth Advisors
New York
$1.52K +$1.55K +80 New
NECFA
574
New England Capital Financial Advisors
Connecticut
$1.45K +$39 +2 +3%
AF
575
Advisornet Financial
Minnesota
$1.43K -$8.64K -445 -86%
21 22
23
24 25

NLY Hedge Fund Activity: Q2 2024 in Review

601 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q2 2024, worth a combined $4.72B — down 7.2% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new NLY positions and 56 closed out — a net gain of 36 holders — while 220 added to existing stakes and 179 trimmed.

The largest buyer was Jane Street, adding an estimated $26.3M. The largest seller was UBS AM, cutting an estimated $46.5M.

  • 601 institutional investors held Annaly Capital Management (NLY) as of Q2 2024, up from 577 in Q1 2024.
  • Funds reported $4.72B of Annaly Capital Management stock for Q2 2024, down 7.2% quarter-over-quarter.
  • 92 funds opened new Annaly Capital Management positions in Q2 2024 and 56 closed out, a net change of +36 holders.
  • The largest Annaly Capital Management buyer in Q2 2024 was Jane Street, an estimated $26.3M added.
  • The largest Annaly Capital Management seller in Q2 2024 was UBS AM, an estimated $46.5M sold.

Based on aggregated 13F filings for Q2 2024.