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Annaly Capital Management

560 hedge funds and large institutions have $4.99B invested in Annaly Capital Management in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 221 increasing their positions, 172 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $178M | Put options by funds: $88.9M

28% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 172

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 61

0% more capital invested

Capital invested by funds: $4.97B → $4.99B (+$21.9M)

0% less funds holding

Funds holding: 561560 (-1)

1.87% less ownership

Funds ownership: 52.64%50.77% (-1.9%)

Holders
560
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
8.79%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
65
Increased
221
Reduced
172
Closed
61
Calls
$178M
Puts
$88.9M
Net Calls
+$89.2M
Net Calls Change
-$57.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Cetera Advisors
Colorado
$11.6M +$475K +24,467 +4%
SEI Investments
52
SEI Investments
Pennsylvania
$11.5M +$1.55M +80,019 +16%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$11.2M +$310K +15,978 +3%
AT
54
AMF Tjänstepension
Sweden
$9.84M +$1.5M +77,444 +19%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$9.77M +$7.08M +364,182 +293%
Wells Fargo
56
Wells Fargo
California
$9.45M +$3.19M +164,300 +53%
NIG
57
NFJ Investment Group
Texas
$9.42M +$10.9K +563 +0.1%
Mirae Asset Global Investments
58
Mirae Asset Global Investments
South Korea
$9.05M -$11.1M -571,418 -56%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$8.71M +$278K +14,287 +3%
TPSF
60
Texas Permanent School Fund
Texas
$8.69M +$278K +14,321 +3%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$8.44M -$9.67M -497,884 -54%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$8.37M -$3.63M -186,786 -31%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$7.93M +$2.22M +114,421 +41%
FIM
64
FWL Investment Management
Texas
$7.87M +$684K +35,202 +10%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.4M +$107K +5,482 +2%
ECM
66
Evergreen Capital Management
Washington
$7.36M +$519K +26,697 +8%
MOACM
67
Mutual of America Capital Management
New York
$7.15M -$361K -18,575 -5%
UOC
68
UBS O'Connor
Illinois
$6.97M +$910K +46,858 +16%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$6.95M -$9.07M -466,990 -57%
SIM
70
Strategic Income Management
Washington
$6.53M +$1.42M +73,000 +29%
SG Americas Securities
71
SG Americas Securities
New York
$6.48M +$3.86M +198,873 +159%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$6.47M -$1.04M -53,435 -14%
AB
73
Amalgamated Bank
New York
$6.41M -$78.4K -4,037 -1%
KBC Group
74
KBC Group
Belgium
$6.33M -$837K -43,101 -12%
IMRF
75
Illinois Municipal Retirement Fund
Illinois
$6.32M +$1.43M +73,367 +30%

NLY Hedge Fund Activity: Q2 2023 in Review

560 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q2 2023, worth a combined $4.99B — up 0.44% from $4.97B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new NLY positions and 61 closed out — a net gain of 4 holders — while 221 added to existing stakes and 172 trimmed.

The largest buyer was Swiss National Bank, opening a new position worth an estimated $34.6M. The largest seller was Marshall Wace, cutting an estimated $82M.

  • 560 institutional investors held Annaly Capital Management (NLY) as of Q2 2023, down from 561 in Q1 2023.
  • Funds reported $4.99B of Annaly Capital Management stock for Q2 2023, up 0.44% quarter-over-quarter.
  • 65 funds opened new Annaly Capital Management positions in Q2 2023 and 61 closed out, a net change of +4 holders.
  • The largest Annaly Capital Management buyer in Q2 2023 was Swiss National Bank, an estimated $34.6M added.
  • The largest Annaly Capital Management seller in Q2 2023 was Marshall Wace, an estimated $82M sold.

Based on aggregated 13F filings for Q2 2023.