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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
FCH
601
Freestone Capital Holdings
Washington
-$192K -10,058 Closed
ABLA
602
Alan B. Lancz & Associates
Ohio
-$161K -8,424 Closed
WAM
603
Worth Asset Management
Texas
-$157K -8,204 Closed
AAS
604
Ameritas Advisory Services
Nebraska
-$136K -7,103 Closed
AS
605
Altshuler Shaham
Israel
-$103K -5,405 Closed
Lazard Asset Management
606
Lazard Asset Management
New York
-$92K -4,835 Closed
Group One Trading
607
Group One Trading
Illinois
-$61.4K -3,158 Closed
EI
608
Ellevest Inc
New York
-$36.7K -1,920 Closed
AWM
609
Accel Wealth Management
Iowa
-$28.7K -1,504 Closed
BF
610
BOK Financial
Oklahoma
-$20.8K -1,087 Closed
UB
611
UMB Bank
Missouri
-$19.4K -1,015 Closed
FCA
612
Fortis Capital Advisors
Kansas
-$14.7K -771 Closed
TWA
613
TCI Wealth Advisors
Arizona
-$6.28K -329 Closed
SSC
614
Syverson Strege & Co
Iowa
-$5.97K -312 Closed
PB
615
Pinnacle Bancorp
Nebraska
-$2.9K -152 Closed
CM
616
Cornerstone Management
Georgia
-$1.4K -73 Closed
RA
617
Rise Advisors
New York
-$1.27K -66 Closed
TCWA
618
Ten Capital Wealth Advisors
Washington
-$459 -24 Closed
TFM
619
TFC Financial Management
Massachusetts
-$287 -15 Closed
FMP
620
Financial Management Professionals
Texas
+$350 +18 New
Comerica Bank
621
Comerica Bank
Texas
+$33.8M +1,737,786 New

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.