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Annaly Capital Management

700 hedge funds and large institutions have $5.14B invested in Annaly Capital Management in 2021 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 280 increasing their positions, 202 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 202

17% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 69

0% more funds holding

Funds holding: 697700 (+3)

0.9% less ownership

Funds ownership: 11.58%10.68% (-0.9%)

7% less capital invested

Capital invested by funds: $5.5B → $5.14B (-$362M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

52% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $58.3M

Holders
700
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
12.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
81
Increased
280
Reduced
202
Closed
69
Calls
$27.8M
Puts
$58.3M
Net Calls
-$30.5M
Net Calls Change
+$816K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$2.46M +$291K +8,594 +14%
GIBU
152
Gulf International Bank (UK)
United Kingdom
$2.42M -$88.9K -2,626 -4%
SWM
153
Strategic Wealth Management
Washington
$2.41M
EW
154
Evoke Wealth
California
$2.38M -$501K -14,784 -18%
Macquarie Group
155
Macquarie Group
Australia
$2.35M +$597K +17,625 +35%
URS
156
Utah Retirement Systems
Utah
$2.31M -$99.9K -2,950 -4%
VOYA Investment Management
157
VOYA Investment Management
Georgia
$2.29M -$222K -6,563 -9%
IFG
158
Independent Financial Group
California
$2.2M +$134K +3,964 +7%
Marshall Wace
159
Marshall Wace
United Kingdom
$2.19M +$2.15M +63,621 New
Skandinaviska Enskilda Banken (SEB)
160
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.18M -$596K -17,604 -22%
GC
161
Guggenheim Capital
Illinois
$2.1M +$212K +6,256 +11%
S
162
Seeyond
France
$2.08M +$1.42M +41,806 +223%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
163
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.06M +$2.03M +60,023 New
BCI
164
Brinker Capital Investments
Pennsylvania
$2.06M -$27.6K -816 -1%
WS
165
Wedbush Securities
California
$2.02M +$1.99M +58,806 New
VRS
166
Virginia Retirement Systems
Virginia
$1.99M +$11K +325 +0.6%
Truist Financial
167
Truist Financial
North Carolina
$1.99M -$455K -13,433 -19%
SIA
168
SeaBridge Investment Advisors
New Jersey
$1.99M -$847 -25 -0%
Los Angeles Capital Management
169
Los Angeles Capital Management
California
$1.98M -$130K -3,837 -6%
BCIM
170
British Columbia Investment Management
British Columbia, Canada
$1.97M -$70.3K -2,076 -3%
CS
171
Capital Square
Tennessee
$1.95M +$66.8K +1,972 +4%
MSL
172
Mackay Shields LLC
New York
$1.95M +$145K +4,270 +8%
CCM
173
Condor Capital Management
New Jersey
$1.92M +$7.93K +234 +0.4%
N
174
Natixis
France
$1.91M -$4.27M -126,201 -69%
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$1.91M -$2.79M -82,426 -60%

NLY Hedge Fund Activity: Q1 2021 in Review

700 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q1 2021, worth a combined $5.14B — down 6.6% from $5.5B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new NLY positions and 69 closed out — a net gain of 12 holders — while 280 added to existing stakes and 202 trimmed.

The largest buyer was BlackRock, adding an estimated $20.5M. The largest seller was Wells Fargo, cutting an estimated $166M.

  • 700 institutional investors held Annaly Capital Management (NLY) as of Q1 2021, up from 697 in Q4 2020.
  • Funds reported $5.14B of Annaly Capital Management stock for Q1 2021, down 6.6% quarter-over-quarter.
  • 81 funds opened new Annaly Capital Management positions in Q1 2021 and 69 closed out, a net change of +12 holders.
  • The largest Annaly Capital Management buyer in Q1 2021 was BlackRock, an estimated $20.5M added.
  • The largest Annaly Capital Management seller in Q1 2021 was Wells Fargo, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2021.