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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
Wealthfront Advisers
151
Wealthfront Advisers
California
$2.26M +$129K +6,651 +6%
EP
152
Edgestream Partners
New Jersey
$2.24M +$501K +25,798 +30%
HighTower Advisors
153
HighTower Advisors
Illinois
$2.22M -$1.79K -92 -0.1%
CIM
154
Confluence Investment Management
Missouri
$2.21M +$1.34M +68,750 +164%
FFG
155
Fortem Financial Group
California
$2.2M +$344K +17,703 +19%
NMIMC
156
Northwestern Mutual Investment Management Company
Wisconsin
$2.2M +$114K +5,860 +6%
CIA
157
Capital Investment Advisors
Georgia
$2.01M +$40.7K +2,095 +2%
PCA
158
PL Capital Advisors
Florida
$2M
VOYA Investment Management
159
VOYA Investment Management
Georgia
$1.98M -$3M -154,503 -61%
Victory Capital Management
160
Victory Capital Management
Texas
$1.97M +$18.3K +941 +1%
AWS
161
Atria Wealth Solutions
New York
$1.94M +$272K +14,024 +17%
NMERB
162
New Mexico Educational Retirement Board
New Mexico
$1.92M +$214K +11,000 +13%
II
163
IFM Investors
Australia
$1.84M +$143K +7,336 +9%
Aberdeen Group
164
Aberdeen Group
United Kingdom
$1.83M -$112K -5,776 -6%
PAG
165
Private Advisor Group
New Jersey
$1.8M +$34.2K +1,762 +2%
MML Investors Services
166
MML Investors Services
Massachusetts
$1.8M +$1.75M +89,859 New
TAF
167
Tredje AP-fonden
Sweden
$1.78M -$196K -10,068 -10%
Simplex Trading
168
Simplex Trading
Illinois
$1.78M +$1.73M +88,861 New
Fidelity International
169
Fidelity International
Bermuda
$1.74M -$601K -30,950 -26%
URS
170
Utah Retirement Systems
Utah
$1.69M +$31.1K +1,600 +2%
IAS
171
Insigneo Advisory Services
Florida
$1.69M +$1.19M +61,262 +300%
EAM
172
Erste Asset Management
Austria
$1.66M +$528K +27,200 +49%
QIM
173
Quantitative Investment Management
Virginia
$1.6M +$1.56M +80,211 New
BRWA
174
B. Riley Wealth Advisors
Florida
$1.56M +$860K +44,276 +135%
IG
175
ING Group
Netherlands
$1.56M

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.