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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
WP
676
WealthShield Partners
North Carolina
$3K -$139K -4,101 -98%
AF
677
Allworth Financial
California
$3K
CFN
678
Cordasco Financial Network
Florida
$3K
HWA
679
HHM Wealth Advisors
Tennessee
$3K
LC
680
Lindbrook Capital
California
$3K
SSC
681
Syverson Strege & Co
Iowa
$3K +$68 +2 +3%
ADIM
682
Alpha DNA Investment Management
Maryland
$3K +$2.98K +88 New
RE
683
RBC Europe
United Kingdom
$2.19K
HFA
684
Hoover Financial Advisors
Pennsylvania
$2K -$29.9K -884 -93%
VNA
685
Valley National Advisers
Pennsylvania
$2K
FRA
686
Front Row Advisors
California
$1K
RIM
687
Rockbridge Investment Management
New York
$1K
YAL
688
Your Advocates Ltd
Texas
$1K
WCM
689
Wealthcare Capital Management
Virginia
$1K +$610 +18 New
HWMA
690
Heritage Wealth Management (Arizona)
Arizona
$1K +$1.19K +35 New
HFM
691
Hartford Financial Management
Connecticut
$1K +$1.29K +38 New
HFS
692
Horizon Financial Services
North Carolina
$1K +$1.29K +38 New
AIG
693
American International Group
New York
$144 -$11.8K -349 -8%
SWM
694
Sugarloaf Wealth Management
Georgia
$9
PI
695
PGGM Investments
Netherlands
-$18.8M -556,358 Closed
EMG
696
Ellington Management Group
Connecticut
-$17.4M -513,490 Closed
CWM
697
CIBC World Markets
New York
-$7.33M -216,723 Closed
1832 Asset Management
698
1832 Asset Management
Ontario, Canada
-$4.52M -134,800 Closed
CA
699
Capitolis Advisors
New York
-$4.37M -129,237 Closed
Janney Montgomery Scott
700
Janney Montgomery Scott
Pennsylvania
-$3.35M -98,962 Closed

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.