Annaly Capital Management
657 hedge funds and large institutions have $4.63B invested in Annaly Capital Management in 2020 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 224 increasing their positions, 219 reducing their positions, and 79 closing their positions.
2% more capital invested
Capital invested by funds: $4.53B → $4.63B (+$108M)
2% more repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 219
0.4% less ownership
Funds ownership: 12.02% → 11.62% (-0.4%)
3% less first-time investments, than exits
New positions opened: 77 | Existing positions closed: 79
1% less funds holding
Funds holding: 665 → 657 (-8)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
28% less call options, than puts
Call options by funds: $46.7M | Put options by funds: $64.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$58.8M |
| 2 |
MCM
Moore Capital Management
New York
|
+$42.3M |
| 3 |
MCM
MKP Capital Management
New York
|
+$19.9M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$18.7M |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$17.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$75.5M |
| 2 |
California Public Employees Retirement System
Sacramento,
California
|
-$63.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$47.2M |
| 4 |
State Street
Boston,
Massachusetts
|
-$42.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$27.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWM
726
Baystate Wealth Management
Boston,
Massachusetts
| – | -$3K | -129 | Closed |
|
|
SFG
727
Sowa Financial Group
Lincoln,
Rhode Island
| – | -$3K | -125 | Closed |
|
|
SCA
728
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$3K | -125 | Closed |
|
729
AssetMark Inc
Concord,
California
| – | -$2K | -77 | Closed |
|
|
KFS
730
Kelly Financial Services
Braintree,
Massachusetts
| – | -$1.73K | -66 | Closed |
|
|
FNBOSM
731
First National Bank of South Miami
South Miami,
Florida
| – | -$1K | -45 | Closed |
|
|
AIM
732
Anchor Investment Management
Columbia,
South Carolina
| – | -$984 | -38 | Closed |
|
|
PA
733
Procyon Advisors
Shelton,
Connecticut
| – | -$1K | -25 | Closed |
|
|
WFMPM
734
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| – | -$1K | -25 | Closed |
|
|
CMA
735
Cedar Mountain Advisors
Lake Oswego,
Oregon
| – | -$261 | -9 | Closed |
|
|
FHC
736
First Horizon Corporation
Memphis,
Tennessee
| – | +$782 | +27 | New |
|
|
VRM
737
Vectors Research Management
New York
| – | +$4.46K | +154 | +1,185% |
|
NLY Hedge Fund Activity: Q3 2020 in Review
657 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q3 2020, worth a combined $4.63B — up 2.4% from $4.53B a quarter earlier.
Sellers outnumbered buyers: 79 funds closed out of NLY and 77 opened new positions — a net loss of 2 holders — while 219 trimmed existing stakes and 224 added.
The largest buyer was Prudential Financial, adding an estimated $58.8M. The largest seller was Vanguard Group, cutting an estimated $75.5M.
- 657 institutional investors held Annaly Capital Management (NLY) as of Q3 2020, down from 665 in Q2 2020.
- Funds reported $4.63B of Annaly Capital Management stock for Q3 2020, up 2.4% quarter-over-quarter.
- 77 funds opened new Annaly Capital Management positions in Q3 2020 and 79 closed out, a net change of -2 holders.
- The largest Annaly Capital Management buyer in Q3 2020 was Prudential Financial, an estimated $58.8M added.
- The largest Annaly Capital Management seller in Q3 2020 was Vanguard Group, an estimated $75.5M sold.
Based on aggregated 13F filings for Q3 2020.