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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
II
151
IFM Investors
Australia
$2.29M -$105K -5,451 -4%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$2.25M -$236K -12,220 -10%
PAG
153
Private Advisor Group
New Jersey
$2.22M +$289K +14,968 +15%
NMIMC
154
Northwestern Mutual Investment Management Company
Wisconsin
$2.2M +$5.5K +285 +0.3%
AIP
155
Ameritas Investment Partners
Nebraska
$2.18M
COPPSERS
156
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.18M +$5.23K +271 +0.2%
YIH
157
Y-Intercept (HK)
Hong Kong
$2.1M +$2.06M +106,719 New
NMERB
158
New Mexico Educational Retirement Board
New Mexico
$2.06M +$174K +9,000 +9%
Mariner
159
Mariner
Kansas
$1.97M +$353K +18,311 +22%
BI
160
Bramshill Investments
Florida
$1.96M -$990K -51,329 -34%
UOC
161
UBS O'Connor
Illinois
$1.9M -$713K -36,993 -28%
TD Asset Management
162
TD Asset Management
Ontario, Canada
$1.9M +$331K +17,172 +22%
Caisse de Depot et Placement du Quebec (CDPQ)
163
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.87M +$1.83M +95,161 New
SAM
164
Simplify Asset Management
Nevada
$1.84M
Holocene Advisors
165
Holocene Advisors
New York
$1.83M +$1.79M +93,031 New
Skandinaviska Enskilda Banken (SEB)
166
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.83M -$1.25M -64,821 -41%
PI
167
PFG Investments
New York
$1.74M +$1.01M +52,372 +145%
PIWA
168
Prevail Innovative Wealth Advisors
Kansas
$1.73M +$1.69M +87,816 New
ACM
169
Ategra Capital Management
Virginia
$1.73M -$1.29M -66,936 -43%
CIA
170
Capital Investment Advisors
Georgia
$1.71M -$299K -15,514 -15%
Jane Street
171
Jane Street
New York
$1.7M -$15.2M -788,298 -90%
URS
172
Utah Retirement Systems
Utah
$1.68M +$5.79K +300 +0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
173
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.67M +$1.64M +85,000 New
RAM
174
Resona Asset Management
Japan
$1.67M +$1.64M +84,892 New
Handelsbanken Fonder
175
Handelsbanken Fonder
Sweden
$1.67M

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.