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Annaly Capital Management

577 hedge funds and large institutions have $5.09B invested in Annaly Capital Management in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 221 increasing their positions, 171 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $138M | Put options by funds: $76.9M

29% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 171

26% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 62

1% more funds holding

Funds holding: 569577 (+8)

0% less capital invested

Capital invested by funds: $5.1B → $5.09B (-$9.9M)

0.83% less ownership

Funds ownership: 52.43%51.59% (-0.83%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
577
Holders Change
+8
Holders Change %
+1.41%
% of All Funds
8.31%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
78
Increased
221
Reduced
171
Closed
62
Calls
$138M
Puts
$76.9M
Net Calls
+$60.8M
Net Calls Change
+$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
76
State of Tennessee, Department of Treasury
Tennessee
$6.4M
CSS
77
Cubist Systematic Strategies
Connecticut
$6.07M +$5.95M +308,421 New
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$5.91M -$560K -29,060 -9%
QCM
79
QRG Capital Management
Illinois
$5.89M +$46.7K +2,422 +0.8%
MOACM
80
Mutual of America Capital Management
New York
$5.87M -$195K -10,102 -3%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$5.78M +$553K +28,680 +11%
DADC
82
D.A. Davidson & Co
Montana
$5.75M -$164K -8,517 -3%
Royal London Asset Management
83
Royal London Asset Management
United Kingdom
$5.5M -$369K -19,146 -6%
Mitsubishi UFJ Asset Management
84
Mitsubishi UFJ Asset Management
Japan
$5.5M +$899K +46,620 +20%
MIM
85
MetLife Investment Management
New Jersey
$5.41M -$137K -7,130 -3%
State of New Jersey Common Pension Fund D
86
State of New Jersey Common Pension Fund D
New Jersey
$5.34M
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$5.25M +$228K +11,805 +5%
AIM
88
Achmea Investment Management
Netherlands
$5.17M -$587K -30,465 -10%
RJA
89
Raymond James & Associates
Florida
$5.14M +$425K +22,053 +9%
P2P
90
Phase 2 Partners
California
$5.12M +$5.02M +260,174 New
MLM
91
Mount Lucas Management
Pennsylvania
$4.98M +$161K +8,333 +3%
YCM
92
Yousif Capital Management
Michigan
$4.91M -$93.1K -4,827 -2%
Mitsubishi UFJ Trust & Banking
93
Mitsubishi UFJ Trust & Banking
Japan
$4.87M -$265K -13,761 -5%
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
$4.73M +$2.95M +152,790 +175%
Treasurer of the State of North Carolina
95
Treasurer of the State of North Carolina
North Carolina
$4.52M +$80.3K +4,167 +2%
Stifel Financial
96
Stifel Financial
Missouri
$4.51M +$529K +27,425 +14%
KAS
97
Kestra Advisory Services
Texas
$4.48M +$3.92M +203,337 +1,213%
Neuberger Berman Group
98
Neuberger Berman Group
New York
$4.46M +$71.2K +3,693 +2%
Comerica Bank
99
Comerica Bank
Texas
$4.35M -$77.1K -4,001 -2%
IMRF
100
Illinois Municipal Retirement Fund
Illinois
$4.27M

NLY Hedge Fund Activity: Q1 2024 in Review

577 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q1 2024, worth a combined $5.09B — down 0.19% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new NLY positions and 62 closed out — a net gain of 16 holders — while 221 added to existing stakes and 171 trimmed.

The largest buyer was Bank of America, adding an estimated $46.3M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $119M sold.

  • 577 institutional investors held Annaly Capital Management (NLY) as of Q1 2024, up from 569 in Q4 2023.
  • Funds reported $5.09B of Annaly Capital Management stock for Q1 2024, down 0.19% quarter-over-quarter.
  • 78 funds opened new Annaly Capital Management positions in Q1 2024 and 62 closed out, a net change of +16 holders.
  • The largest Annaly Capital Management buyer in Q1 2024 was Bank of America, an estimated $46.3M added.
  • The largest Annaly Capital Management seller in Q1 2024 was Balyasny Asset Management, an estimated $119M sold.

Based on aggregated 13F filings for Q1 2024.