Annaly Capital Management
547 hedge funds and large institutions have $4.68B invested in Annaly Capital Management in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 190 increasing their positions, 189 reducing their positions, and 62 closing their positions.
72% more call options, than puts
Call options by funds: $162M | Put options by funds: $94.5M
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
1% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 189
0.48% less ownership
Funds ownership: 50.77% → 50.29% (-0.48%)
8% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 62
2% less funds holding
Funds holding: 560 → 547 (-13)
6% less capital invested
Capital invested by funds: $4.99B → $4.68B (-$309M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$17.8M |
| 2 |
Morgan Stanley
New York
|
+$15.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$15.1M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$11.1M |
| 5 |
BlackRock
New York
|
+$9.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$50.1M |
| 2 |
Comerica Bank
Dallas,
Texas
|
-$30.1M |
| 3 |
EH
EMG Holdings
Old Greenwich,
Connecticut
|
-$19.3M |
| 4 |
AC
Almitas Capital
Santa Monica,
California
|
-$13.6M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$13.4M |
NLY Hedge Fund Activity: Q3 2023 in Review
547 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q3 2023, worth a combined $4.68B — down 6.2% from $4.99B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of NLY and 57 opened new positions — a net loss of 5 holders — while 189 trimmed existing stakes and 190 added.
The largest buyer was Millennium Management, opening a new position worth an estimated $17.8M. The largest seller was Marshall Wace, exiting entirely with an estimated $50.1M sold.
- 547 institutional investors held Annaly Capital Management (NLY) as of Q3 2023, down from 560 in Q2 2023.
- Funds reported $4.68B of Annaly Capital Management stock for Q3 2023, down 6.2% quarter-over-quarter.
- 57 funds opened new Annaly Capital Management positions in Q3 2023 and 62 closed out, a net change of -5 holders.
- The largest Annaly Capital Management buyer in Q3 2023 was Millennium Management, an estimated $17.8M added.
- The largest Annaly Capital Management seller in Q3 2023 was Marshall Wace, an estimated $50.1M sold.
Based on aggregated 13F filings for Q3 2023.