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Annaly Capital Management

577 hedge funds and large institutions have $5.09B invested in Annaly Capital Management in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 221 increasing their positions, 171 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $138M | Put options by funds: $76.9M

29% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 171

26% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 62

1% more funds holding

Funds holding: 569577 (+8)

0% less capital invested

Capital invested by funds: $5.1B → $5.09B (-$9.9M)

0.83% less ownership

Funds ownership: 52.43%51.59% (-0.83%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
577
Holders Change
+8
Holders Change %
+1.41%
% of All Funds
8.31%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
78
Increased
221
Reduced
171
Closed
62
Calls
$138M
Puts
$76.9M
Net Calls
+$60.8M
Net Calls Change
+$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
601
Park Avenue Securities
New York
-$306K -15,794 Closed
BC
602
Bridgefront Capital
Texas
-$268K -13,817 Closed
SM
603
Sciencast Management
New Jersey
-$241K -12,449 Closed
PFS
604
Prospect Financial Services
New York
-$227K -11,708 Closed
MHS
605
M Holdings Securities
Oregon
-$225K -11,639 Closed
IMCOOI
606
Investment Management Corp of Ontario (IMCO)
Canada
-$224K -11,540 Closed
PGFC
607
Peapack-Gladstone Financial Corp
New Jersey
-$223K -11,503 Closed
SA
608
Sage Advisors
Colorado
-$209K -10,772 Closed
CM
609
Caption Management
Oklahoma
-$202K -10,459 Closed
LMIM
610
Lockheed Martin Investment Management
Maryland
-$235K -10,364 Closed
CF
611
Centaurus Financial
California
-$101K -5,198 Closed
TWM
612
Tradition Wealth Management
Minnesota
-$81K -4,198 Closed
ODG
613
O'Dell Group
Ohio
-$69.6K -3,591 Closed
OP
614
ORG Partners
Indiana
-$61.7K -3,187 Closed
CG
615
Cutler Group
California
-$58.9K -3,054 Closed
LA
616
LM Advisors
California
-$52.3K -2,700 Closed
CBT
617
Central Bank & Trust
Kentucky
-$34K -1,755 Closed
FWM
618
Focused Wealth Management
New York
-$18.1K -932 Closed
FWA
619
FSC Wealth Advisors
New York
-$17.4K -900 Closed
HT
620
Headlands Technologies
Illinois
-$15.2K -785 Closed
ASBI
621
American State Bank (Iowa)
Iowa
-$14.5K -750 Closed
HDIM
622
Hanson & Doremus Investment Management
Vermont
-$15K -750 Closed
GWS
623
Glassman Wealth Services
Virginia
-$13.1K -675 Closed
QL
624
Quarry LP
New York
-$12.7K -657 Closed
LFA
625
LGT Financial Advisors
Texas
-$12.2K -628 Closed

NLY Hedge Fund Activity: Q1 2024 in Review

577 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q1 2024, worth a combined $5.09B — down 0.19% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new NLY positions and 62 closed out — a net gain of 16 holders — while 221 added to existing stakes and 171 trimmed.

The largest buyer was Bank of America, adding an estimated $46.3M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $119M sold.

  • 577 institutional investors held Annaly Capital Management (NLY) as of Q1 2024, up from 569 in Q4 2023.
  • Funds reported $5.09B of Annaly Capital Management stock for Q1 2024, down 0.19% quarter-over-quarter.
  • 78 funds opened new Annaly Capital Management positions in Q1 2024 and 62 closed out, a net change of +16 holders.
  • The largest Annaly Capital Management buyer in Q1 2024 was Bank of America, an estimated $46.3M added.
  • The largest Annaly Capital Management seller in Q1 2024 was Balyasny Asset Management, an estimated $119M sold.

Based on aggregated 13F filings for Q1 2024.