We are live on ! Find out more
NLY icon

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
O
76
Ossiam
France
$7.6M +$1.31M +38,677 +21%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$7.55M +$925K +27,321 +14%
Mitsubishi UFJ Trust & Banking
78
Mitsubishi UFJ Trust & Banking
Japan
$7.35M -$1.52M -45,011 -17%
Neuberger Berman Group
79
Neuberger Berman Group
New York
$7.31M -$104K -3,064 -1%
AI
80
ArchPoint Investors
Florida
$7.08M -$974K -28,750 -13%
RIL
81
Rothschild Investment LLC
Illinois
$7.01M +$364K +10,750 +6%
Treasurer of the State of North Carolina
82
Treasurer of the State of North Carolina
North Carolina
$6.92M -$605K -17,860 -8%
TG
83
TCW Group
California
$6.91M +$5.39M +159,275 +384%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$6.6M -$5.79K -171 -0.1%
PMAM
85
Penn Mutual Asset Management
Pennsylvania
$6.45M -$6.31M -186,200 -50%
State of New Jersey Common Pension Fund D
86
State of New Jersey Common Pension Fund D
New Jersey
$6.42M -$893K -26,369 -12%
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.41M +$472K +13,949 +8%
RPA
88
Rock Point Advisors
Vermont
$6.39M +$335K +9,899 +6%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$6.35M -$207K -6,107 -3%
SFI
90
Susquehanna Fundamental Investments
Pennsylvania
$6.24M -$633K -18,675 -9%
T. Rowe Price Associates
91
T. Rowe Price Associates
Maryland
$6.14M +$126K +3,722 +2%
Rafferty Asset Management
92
Rafferty Asset Management
New York
$6.08M +$1.06M +31,321 +22%
GIA
93
Gateway Investment Advisers
Ohio
$6M +$4.45M +131,338 +305%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$5.96M +$5.52M +163,079 +1,601%
Two Sigma Investments
95
Two Sigma Investments
New York
$5.84M -$28.9M -854,549 -83%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$5.74M -$725K -21,397 -11%
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$5.57M +$340K +10,036 +7%
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$5.32M +$5.23M +154,543 New
FAF
99
Första AP-fonden
Sweden
$5.1M +$187K +5,525 +4%
MWNA
100
Marshall Wace North America
New York
$4.84M +$4.76M +140,628 New

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.