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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
PFBT
651
Parkside Financial Bank & Trust
Missouri
$8K +$474 +14 +6%
APC
652
Aspire Private Capital
North Carolina
$7K -$203 -6 -3%
MLFP
653
MPS Loria Financial Planners
Illinois
$7K
RMC
654
Resources Management Corp
Connecticut
$7K
CI
655
CX Institutional
Indiana
$7K +$6.64K +196 New
Nisa Investment Advisors
656
Nisa Investment Advisors
Missouri
$6.02K -$561K -16,561 -9%
CFD
657
Creative Financial Designs
Indiana
$6K
EARNEST Partners
658
EARNEST Partners
Georgia
$6K
BC
659
Bartlett & Co
Ohio
$5K
IRC
660
Investors Research Corp
Georgia
$5K
MF
661
Manchester Financial
California
$5K
TFGT
662
TS Financial Group (TSFG)
Illinois
$5K
BCWM
663
Bartlett & Co Wealth Management
Ohio
$4.81K
AIC
664
Archer Investment Corporation
Indiana
$4.3K
GWS
665
Glassman Wealth Services
Virginia
$4K -$69.4K -2,050 -95%
AIP
666
Ameritas Investment Partners
Nebraska
$4K
DAM
667
Delta Asset Management
Tennessee
$4K
FFA
668
Freedman Financial Associates
Massachusetts
$4K
PCFFS
669
Pacific Center for Financial Services
California
$4K
POIA
670
Pin Oak Investment Advisors
Texas
$4K
PWMG
671
Prestige Wealth Management Group
New Jersey
$4K
SL
672
Savior LLC
Massachusetts
$4K
MPWT
673
MassMutual Private Wealth & Trust
Connecticut
$4K +$4.23K +125 New
SCA
674
Stonebridge Capital Advisors
Minnesota
$4K +$4.23K +125 New
SWA
675
Sutton Wealth Advisors
Florida
$3.13K

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.