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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
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$6.31M +$2.44M +125,561 +66%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$6.26M +$82.7K +4,257 +1%
AAF
78
Andra AP-fonden
Sweden
$6.07M -$1.18M -60,900 -17%
IECM
79
Intrinsic Edge Capital Management
Illinois
$6M +$5.83M +300,000 New
MIM
80
MetLife Investment Management
New Jersey
$5.92M +$171K +8,821 +3%
BC
81
Brookfield Corp
Ontario, Canada
$5.7M +$5.18M +266,658 +1,448%
DADC
82
D.A. Davidson & Co
Montana
$5.63M +$35.2K +1,810 +0.6%
Mitsubishi UFJ Trust & Banking
83
Mitsubishi UFJ Trust & Banking
Japan
$5.56M -$7.66M -394,041 -59%
FAF
84
Första AP-fonden
Sweden
$5.48M +$699K +36,000 +15%
State of New Jersey Common Pension Fund D
85
State of New Jersey Common Pension Fund D
New Jersey
$5.43M
YCM
86
Yousif Capital Management
Michigan
$5.39M +$83.5K +4,300 +2%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$5.15M -$3.23M -166,099 -39%
OPERF
88
Oregon Public Employees Retirement Fund
Oregon
$5M -$47.8K -2,459 -1%
GC
89
Guggenheim Capital
Illinois
$4.99M -$1.97M -101,158 -29%
Royal London Asset Management
90
Royal London Asset Management
United Kingdom
$4.93M +$803K +41,347 +20%
HV
91
HST Ventures
Utah
$4.89M +$1.93M +99,436 +69%
Lido Advisors
92
Lido Advisors
California
$4.84M +$6.8K +350 +0.1%
State of Tennessee, Department of Treasury
93
State of Tennessee, Department of Treasury
Tennessee
$4.79M
COPPSERS
94
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.78M +$540K +27,808 +13%
MSV
95
MN Services Vermogensbeheer
Netherlands
$4.71M +$868K +44,700 +23%
Korea Investment Corp
96
Korea Investment Corp
South Korea
$4.68M +$1.91M +98,343 +72%
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.63M -$250K -12,876 -5%
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$4.63M +$117K +6,027 +3%
RJA
99
Raymond James & Associates
Florida
$4.6M +$1.04M +53,291 +30%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$4.53M +$125K +6,426 +3%

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.