We are live on ! Find out more
NLY icon

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
CIBC World Market
126
CIBC World Market
Ontario, Canada
$3.08M +$3.02M +156,436 New
RIL
127
Rothschild Investment LLC
Illinois
$3.08M -$434K -22,500 -13%
PCA
128
PL Capital Advisors
Florida
$3M
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$2.98M -$1.25M -64,767 -30%
Nomura Asset Management
130
Nomura Asset Management
Japan
$2.94M -$195K -10,087 -6%
LSERS
131
Louisiana State Employees Retirement System
Louisiana
$2.83M +$65.6K +3,400 +2%
GIA
132
Gateway Investment Advisers
Ohio
$2.82M +$2.05M +106,542 +291%
RJFSA
133
Raymond James Financial Services Advisors
Florida
$2.77M -$355K -18,407 -12%
SG Americas Securities
134
SG Americas Securities
New York
$2.76M +$107K +5,549 +4%
KCFA
135
Key Client Fiduciary Advisors
New Jersey
$2.74M -$207K -10,714 -7%
ASRS
136
Arizona State Retirement System
Arizona
$2.71M +$34.8K +1,803 +1%
SOMRS
137
State of Michigan Retirement System
Michigan
$2.7M +$54K +2,800 +2%
CIM
138
Confluence Investment Management
Missouri
$2.67M +$482K +25,000 +23%
LAM
139
LifePro Asset Management
California
$2.64M +$383K +19,847 +17%
APF
140
Alaska Permanent Fund
Alaska
$2.54M +$200K +10,357 +9%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$2.47M +$231K +11,993 +11%
SWA
142
Stratos Wealth Advisors
Ohio
$2.47M +$313K +16,209 +15%
OAM
143
Ostrum Asset Management
France
$2.46M +$8.64K +448 +0.4%
AWS
144
Atria Wealth Solutions
New York
$2.45M -$35.1K -1,820 -1%
OPERF
145
Oregon Public Employees Retirement Fund
Oregon
$2.43M -$1.1M -57,239 -32%
First Trust Advisors
146
First Trust Advisors
Illinois
$2.43M -$1.82M -94,230 -43%
FFG
147
Fortem Financial Group
California
$2.4M +$133K +6,878 +6%
BB
148
Bell Bank
North Dakota
$2.38M +$86.1K +4,467 +4%
Simplex Trading
149
Simplex Trading
Illinois
$2.32M -$324K -16,777 -12%
SOADOR
150
State of Alaska Department of Revenue
Alaska
$2.3M -$381K -19,750 -14%

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.