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Annaly Capital Management

665 hedge funds and large institutions have $4.53B invested in Annaly Capital Management in 2020 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 225 increasing their positions, 225 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

16% more capital invested

Capital invested by funds: $3.9B → $4.53B (+$629M)

0% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 225

5% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 106

1.44% less ownership

Funds ownership: 13.46%12.02% (-1.4%)

2% less funds holding

Funds holding: 677665 (-12)

33% less call options, than puts

Call options by funds: $43.9M | Put options by funds: $65.5M

Holders
665
Holders Change
-12
Holders Change %
-1.77%
% of All Funds
13.64%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
101
Increased
225
Reduced
225
Closed
106
Calls
$43.9M
Puts
$65.5M
Net Calls
-$21.5M
Net Calls Change
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
626
Smithfield Trust
Pennsylvania
$4K +$3.78K +153 New
AIL
627
AGF Investments LLC
Ontario, Canada
$3K -$527K -21,339 -99%
PWMG
628
Prestige Wealth Management Group
New Jersey
$3K -$17.9K -724 -87%
KPW
629
Kore Private Wealth
New York
$3K -$99 -4 -3%
AIP
630
Ameritas Investment Partners
Nebraska
$3K
BWM
631
Baystate Wealth Management
Massachusetts
$3K
DAM
632
Delta Asset Management
Tennessee
$3K
HWA
633
HHM Wealth Advisors
Tennessee
$3K
JSC
634
Jackson Square Capital
California
$3K
MF
635
Manchester Financial
California
$3K
PCFFS
636
Pacific Center for Financial Services
California
$3K
SL
637
Savior LLC
Massachusetts
$3K
SFA
638
Semmax Financial Advisors
North Carolina
$3K
SFG
639
Sowa Financial Group
Rhode Island
$3K
SCA
640
Stonebridge Capital Advisors
Minnesota
$3K
TFGT
641
TS Financial Group (TSFG)
Illinois
$3K
GWS
642
Glassman Wealth Services
Virginia
$3K +$1.04K +42 +75%
POIA
643
Pin Oak Investment Advisors
Texas
$3K +$2.05K +83 +202%
OSAM
644
O'Shaughnessy Asset Management
Connecticut
$3K +$3.01K +122 New
SWA
645
Sutton Wealth Advisors
Florida
$2.39K +$2.25K +91 New
AssetMark Inc
646
AssetMark Inc
California
$2K -$329K -13,314 -99%
LC
647
Lindbrook Capital
California
$2K -$3.53K -143 -63%
AF
648
Allworth Financial
California
$2K
CFN
649
Cordasco Financial Network
Florida
$2K
JFGIW
650
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K

NLY Hedge Fund Activity: Q2 2020 in Review

665 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q2 2020, worth a combined $4.53B — up 16% from $3.9B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of NLY and 101 opened new positions — a net loss of 5 holders — while 225 trimmed existing stakes and 225 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $64.6M. The largest seller was BlackRock, cutting an estimated $323M.

  • 665 institutional investors held Annaly Capital Management (NLY) as of Q2 2020, down from 677 in Q1 2020.
  • Funds reported $4.53B of Annaly Capital Management stock for Q2 2020, up 16% quarter-over-quarter.
  • 101 funds opened new Annaly Capital Management positions in Q2 2020 and 106 closed out, a net change of -5 holders.
  • The largest Annaly Capital Management buyer in Q2 2020 was D.E. Shaw & Co, an estimated $64.6M added.
  • The largest Annaly Capital Management seller in Q2 2020 was BlackRock, an estimated $323M sold.

Based on aggregated 13F filings for Q2 2020.