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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
Neuberger Berman Group
101
Neuberger Berman Group
New York
$4.48M +$193K +9,959 +5%
Treasurer of the State of North Carolina
102
Treasurer of the State of North Carolina
North Carolina
$4.45M +$214K +10,994 +5%
GAMC
103
Garner Asset Management Corp
Texas
$4.43M -$865K -44,519 -17%
Stifel Financial
104
Stifel Financial
Missouri
$4.32M +$573K +29,491 +16%
Prudential Financial
105
Prudential Financial
New Jersey
$4.27M -$361K -18,575 -8%
PAMS
106
Pictet Asset Management (Switzerland)
Switzerland
$4.1M -$2.09M -107,679 -34%
Mitsubishi UFJ Asset Management
107
Mitsubishi UFJ Asset Management
Japan
$3.93M +$736K +37,863 +24%
RIL
108
Rothschild Investment LLC
Illinois
$3.92M -$208K -10,705 -5%
Squarepoint
109
Squarepoint
New York
$3.82M +$2.95M +151,979 +392%
Asset Management One
110
Asset Management One
Japan
$3.71M -$142K -7,296 -4%
FAF
111
Fjarde Ap-fonden
Sweden
$3.67M -$618K -31,800 -15%
RPA
112
Rock Point Advisors
Vermont
$3.64M -$7.79K -401 -0.2%
Toronto Dominion Bank
113
Toronto Dominion Bank
Ontario, Canada
$3.63M -$245K -12,622 -6%
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$3.61M -$19.2K -988 -0.5%
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$3.6M +$174K +8,958 +5%
WAM
116
Wolverine Asset Management
Illinois
$3.53M +$1.88M +96,568 +121%
KS
117
Karpas Strategies
Connecticut
$3.47M +$61.3K +3,155 +2%
RJFSA
118
Raymond James Financial Services Advisors
Florida
$3.46M -$69.9K -3,600 -2%
VAG
119
VisionPoint Advisory Group
Texas
$3.39M +$107K +5,491 +3%
Nomura Asset Management
120
Nomura Asset Management
Japan
$3.37M +$59.9K +3,081 +2%
Jane Street
121
Jane Street
New York
$3.27M -$2.66M -137,029 -46%
Holocene Advisors
122
Holocene Advisors
New York
$3.27M
CAN
123
Cetera Advisor Networks
California
$3.25M -$73K -3,759 -2%
CFGSD
124
Compass Financial Group (South Dakota)
South Dakota
$3.25M -$3.21K -165 -0.1%
EW
125
Evoke Wealth
California
$3.16M +$149K +7,651 +5%

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.