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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
Mackenzie Financial
576
Mackenzie Financial
Ontario, Canada
-$568K -29,741 Closed
MG
577
Mather Group
Illinois
-$542K -28,352 Closed
TSS
578
Two Sigma Securities
New York
-$529K -27,679 Closed
IAIM
579
International Assets Investment Management
Florida
-$477K -24,920 Closed
DEA
580
DoubleLine ETF Adviser
Florida
-$450K -23,539 Closed
Bank of Nova Scotia
581
Bank of Nova Scotia
Ontario, Canada
-$421K -22,019 Closed
VFA
582
Valeo Financial Advisors
Indiana
-$420K -21,967 Closed
CB
583
Commerce Bank
Missouri
-$403K -21,068 Closed
AI
584
AXS Investments
New York
-$355K -18,575 Closed
SS
585
Simplicity Solutions
Minnesota
-$347K -18,146 Closed
PFO
586
Pathstone Family Office
New Jersey
-$320K -16,578 Closed
LOAMS
587
Lombard Odier Asset Management (Switzerland)
Switzerland
-$304K -15,884 Closed
WP
588
Wedgewood Partners
Missouri
-$299K -15,687 Closed
WG
589
Winton Group
United Kingdom
-$293K -15,334 Closed
William Blair & Company
590
William Blair & Company
Illinois
-$248K -12,961 Closed
CCM
591
Coldstream Capital Management
Washington
-$245K -12,807 Closed
FCM
592
FJ Capital Management
Virginia
-$244K -12,746 Closed
SIA
593
Schechter Investment Advisors
Michigan
-$243K -12,735 Closed
Walleye Capital
594
Walleye Capital
New York
-$240K -12,577 Closed
AGP
595
Autumn Glory Partners
Texas
-$232K -12,123 Closed
MHS
596
M Holdings Securities
Oregon
-$218K -11,427 Closed
HT
597
HAP Trading
New York
-$205K -10,572 Closed
MGP
598
Metis Global Partners
California
-$202K -10,551 Closed
AFG
599
Atomi Financial Group
New York
-$200K -10,486 Closed
WE
600
Wealth Effects
Massachusetts
-$193K -10,125 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.