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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
Pictet Asset Management
101
Pictet Asset Management
Switzerland
$4.24M -$5.36K -278 -0.1%
Nisa Investment Advisors
102
Nisa Investment Advisors
Missouri
$4.02M -$169K -8,768 -4%
FAF
103
Fjarde Ap-fonden
Sweden
$4.01M +$619K +32,100 +19%
Prudential Financial
104
Prudential Financial
New Jersey
$4.01M -$151K -7,833 -4%
MSV
105
MN Services Vermogensbeheer
Netherlands
$3.98M -$469K -24,300 -11%
RPA
106
Rock Point Advisors
Vermont
$3.87M +$142K +7,370 +4%
Asset Management One
107
Asset Management One
Japan
$3.85M +$13.2K +684 +0.4%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.77M -$545K -28,266 -13%
Aberdeen Group
109
Aberdeen Group
United Kingdom
$3.53M +$37.2K +1,930 +1%
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$3.52M -$29.1K -1,508 -0.8%
PMAM
111
Penn Mutual Asset Management
Pennsylvania
$3.5M +$2.46M +127,588 +255%
CWM
112
CIBC World Markets
New York
$3.47M -$81.8K -4,243 -2%
Ensign Peak Advisors
113
Ensign Peak Advisors
Utah
$3.43M -$149K -7,738 -4%
Baird Financial Group
114
Baird Financial Group
Wisconsin
$3.37M +$161K +8,340 +5%
AI
115
AXS Investments
New York
$3.36M +$455K +23,619 +16%
KS
116
Karpas Strategies
Connecticut
$3.35M -$254K -13,181 -7%
PI
117
PGGM Investments
Netherlands
$3.35M +$3.28M +170,018 New
CAN
118
Cetera Advisor Networks
California
$3.32M -$93.2K -4,831 -3%
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$3.31M
Russell Investments Group
120
Russell Investments Group
United Kingdom
$3.3M +$699K +36,269 +27%
VOYA Investment Management
121
VOYA Investment Management
Georgia
$3.2M -$51K -2,645 -2%
Nomura Holdings
122
Nomura Holdings
Japan
$3.19M +$3.12M +161,764 New
DIA
123
Dana Investment Advisors
Wisconsin
$3.15M +$769K +39,899 +33%
CFGSD
124
Compass Financial Group (South Dakota)
South Dakota
$3.14M +$32.8K +1,701 +1%
EW
125
Evoke Wealth
California
$3.12M +$2.96M +153,278 New

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.