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Annaly Capital Management

483 hedge funds and large institutions have $5.21B invested in Annaly Capital Management in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 195 increasing their positions, 164 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 164

0.38% more ownership

Funds ownership: 12.82%13.21% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less capital invested

Capital invested by funds: $5.25B → $5.21B (-$45M)

6% less funds holding

Funds holding: 514483 (-31)

22% less call options, than puts

Call options by funds: $20.8M | Put options by funds: $26.7M

46% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 61

Holders
483
Holders Change
-31
Holders Change %
-6.03%
% of All Funds
12.87%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
33
Increased
195
Reduced
164
Closed
61
Calls
$20.8M
Puts
$26.7M
Net Calls
-$5.9M
Net Calls Change
+$29.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BJ
76
BlackRock Japan
Japan
$10.7M -$740K -17,391 -6%
AIMCA
77
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.6M +$4.74M +111,350 +78%
GXMC
78
Global X Management Company
New York
$10.3M +$10.5M +246,575 New
Korea Investment Corp
79
Korea Investment Corp
South Korea
$9.78M +$4.9M +115,200 +96%
Allianz Asset Management
80
Allianz Asset Management
Germany
$9.27M +$1.38M +32,365 +17%
STI
81
Susquehanna Trust & Investment
Pennsylvania
$9.16M +$1.08M +25,346 +13%
AllianceBernstein
82
AllianceBernstein
Tennessee
$8.94M -$356K -8,360 -4%
PI
83
PGGM Investments
Netherlands
$8.9M -$956K -22,470 -10%
WHRC
84
W.H. Reaves & Co
New Jersey
$8.9M +$6.44M +151,437 +242%
Citadel Advisors
85
Citadel Advisors
Florida
$8.86M +$7.33M +172,357 +425%
CP
86
Cumberland Partners
Ontario, Canada
$8.68M -$3.61M -85,000 -29%
AQR Capital Management
87
AQR Capital Management
Connecticut
$8.18M +$916K +21,550 +12%
BlackRock
88
BlackRock
New York
$8.02M +$2.04M +48,012 +33%
Voloridge Investment Management
89
Voloridge Investment Management
Florida
$7.57M +$4.08M +95,956 +112%
USAA
90
United Services Automobile Association
Texas
$7.22M
RhumbLine Advisers
91
RhumbLine Advisers
Massachusetts
$7.05M -$193K -4,538 -3%
LPL Financial
92
LPL Financial
California
$6.55M -$290K -6,819 -4%
Neuberger Berman Group
93
Neuberger Berman Group
New York
$5.77M -$11.6M -271,746 -66%
AG
94
Aperio Group
California
$5.68M +$2.7M +63,437 +87%
Nomura Asset Management
95
Nomura Asset Management
Japan
$5.56M +$3.14M +73,775 +123%
Franklin Resources
96
Franklin Resources
California
$5.54M +$121K +2,850 +2%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$5.48M +$2.35M +55,251 +72%
AAF
98
Andra AP-fonden
Sweden
$5.39M -$4.66M -109,500 -46%
AAM
99
Advisors Asset Management
Colorado
$5.34M -$5.88M -138,243 -52%
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$5.29M -$303K -7,114 -5%

NLY Hedge Fund Activity: Q1 2015 in Review

483 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q1 2015, worth a combined $5.21B — down 0.86% from $5.25B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of NLY and 33 opened new positions — a net loss of 28 holders — while 164 trimmed existing stakes and 195 added.

The largest buyer was Fidelity Investments, adding an estimated $66.8M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $54.6M sold.

  • 483 institutional investors held Annaly Capital Management (NLY) as of Q1 2015, down from 514 in Q4 2014.
  • Funds reported $5.21B of Annaly Capital Management stock for Q1 2015, down 0.86% quarter-over-quarter.
  • 33 funds opened new Annaly Capital Management positions in Q1 2015 and 61 closed out, a net change of -28 holders.
  • The largest Annaly Capital Management buyer in Q1 2015 was Fidelity Investments, an estimated $66.8M added.
  • The largest Annaly Capital Management seller in Q1 2015 was Arrowstreet Capital, an estimated $54.6M sold.

Based on aggregated 13F filings for Q1 2015.