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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
KPCM
626
Kings Point Capital Management
New York
$15K
MMG
627
Monetary Management Group
Missouri
$15K
MWP
628
Meridian Wealth Partners
Pennsylvania
$15K +$14.6K +432 New
SIS
629
Sound Income Strategies
Florida
$14.9K
SWM
630
Selective Wealth Management
Virginia
$14K -$7.99K -236 -36%
COCM
631
Charter Oak Capital Management
New Hampshire
$13K
MA
632
MCF Advisors
Kentucky
$12K
PFSC
633
Peoples Financial Services Corp
Pennsylvania
$12K
IWP
634
IAG Wealth Partners
Wisconsin
$11K +$10.4K +306 New
Twin Tree Management
635
Twin Tree Management
Texas
$11K +$10.5K +311 New
First Manhattan
636
First Manhattan
New York
$11K +$11.4K +338 New
AA
637
AlphaMark Advisors
Kentucky
$10K +$1.69K +50 +20%
CAGAS
638
Capital Advisory Group Advisory Services
Minnesota
$10K +$10.2K +300 New
EI
639
Ellevest Inc
New York
$9K -$55.4K -1,637 -87%
M1FG
640
Mach-1 Financial Group
Arkansas
$9K -$9.31K -275 -50%
BAM
641
Bellevue Asset Management
Washington
$9K
CBT
642
CoreFirst Bank & Trust
Kansas
$9K
JCM
643
Jacobi Capital Management
Pennsylvania
$9K
MI
644
Markston International
New York
$9K
OC
645
Oakworth Capital
Alabama
$9K
VCM
646
Versant Capital Management
Arizona
$9K
VCM
647
Vigilant Capital Management
Maine
$9K +$8.47K +250 New
TFIPS
648
Towarzystwo Funduszy Inwestycyjnych PZU SA
$8.6K
RG
649
Retirement Group
California
$8K
BWM
650
BerganKDV Wealth Management
Minnesota
$8K +$34 +1 +0.4%

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.