We are live on ! Find out more
NLY icon

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
TWA
601
TCI Wealth Advisors
Arizona
$29K
PMFA
602
Plante Moran Financial Advisors
Michigan
$29K +$8.98K +265 +47%
HFM
603
Harvest Fund Management
China
$29K +$28.9K +854 New
SA
604
SRH Advisors
Kansas
$28K
SIAP
605
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$28K
Fifth Third Bancorp
606
Fifth Third Bancorp
Ohio
$26K -$135K -3,995 -84%
WB
607
Webster Bank
Connecticut
$26K
BFC
608
Bedel Financial Consulting
Indiana
$25K +$644 +19 +3%
DOA
609
D'Orazio & Associates
Virginia
$25K +$6.81K +201 +38%
JFA
610
JNBA Financial Advisors
Minnesota
$24K
ADL
611
Asset Dedication LLC
California
$23K
FNBOSM
612
First National Bank of South Miami
Florida
$23K +$16K +471 +255%
FCMT
613
Founders Capital Management (Texas)
Texas
$22K
HPC
614
HM Payson & Co
Maine
$22K
JIR
615
James Investment Research
Ohio
$22K
RCA
616
Ranch Capital Advisors
Florida
$21K -$1.25K -37 -6%
CA
617
Crewe Advisors
Utah
$20K
MSFP
618
Mark Sheptoff Financial Planning
Connecticut
$19K
ZB
619
Zions Bancorporation
Utah
$18K -$3.39K -100 -16%
ARMC
620
American Research & Management Company
Massachusetts
$17K
TF
621
Tompkins Financial
New York
$17K
VFA
622
Valeo Financial Advisors
Indiana
$17K
OCM
623
Orion Capital Management
California
$17K +$8.47K +250 +100%
VRM
624
Vectors Research Management
New York
$17K +$16.3K +482 +3,708%
MWM
625
Mascoma Wealth Management
New Hampshire
$17K +$16.9K +500 New

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.