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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
WT
576
Whittier Trust
California
$49K
LWM
577
Liberty Wealth Management
California
$48K
TCM
578
Tradewinds Capital Management
Washington
$47K
JPLA
579
Joseph P. Lucia & Associates
New York
$46K +$25.4K +750 +129%
NIM
580
NuWave Investment Management
New Jersey
$45K +$44.3K +1,308 New
CAC
581
Certified Advisory Corp
Florida
$45K +$44.5K +1,314 New
CHC
582
City Holding Co
West Virginia
$44K -$2.54K -75 -6%
GI
583
Gradient Investments
Minnesota
$44K +$677 +20 +2%
WPA
584
West Paces Advisors
Georgia
$43K
IFAM
585
Institutional & Family Asset Management
Colorado
$43K +$42.3K +1,250 New
RWB
586
RMR Wealth Builders
New Jersey
$40K +$2.3K +68 +6%
TFA
587
Toth Financial Advisory
Virginia
$40K +$39.5K +1,166 New
HCM
588
Highlander Capital Management
New Jersey
$39K -$6.37K -188 -14%
CTC
589
Central Trust Company
Missouri
$39K
GRP
590
Global Retirement Partners
California
$39K
BC
591
Barnett & Company
Tennessee
$37K -$119K -3,500 -77%
APWA
592
Atlas Private Wealth Advisors
New Jersey
$37K -$16.7K -493 -31%
CCA
593
Catalyst Capital Advisors
New York
$36K +$13.1K +388 +59%
RFA
594
Reilly Financial Advisors
California
$35K +$24.2K +714 +246%
HFA
595
HC Financial Advisors
California
$34K
HCM
596
Horrell Capital Management
Arkansas
$34K
SQA
597
Simon Quick Advisors
New Jersey
$34K +$881 +26 +3%
TFS
598
TrustCore Financial Services
Tennessee
$34K +$13.8K +408 +70%
Carson Wealth (CWM LLC)
599
Carson Wealth (CWM LLC)
Nebraska
$32K
HDIM
600
Hanson & Doremus Investment Management
Vermont
$30K

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.