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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
JHCP
176
Jackson Hole Capital Partners
Oklahoma
$1.64M +$138K +7,160 +9%
X
177
Xponance
Pennsylvania
$1.64M +$440K +22,796 +38%
GC
178
Guggenheim Capital
Illinois
$1.63M -$682K -35,353 -30%
SF
179
Slagle Financial
Illinois
$1.63M -$1.69M -87,634 -51%
DnB Asset Management
180
DnB Asset Management
Norway
$1.59M -$1.52M -78,950 -49%
DPAM
181
Degroof Petercam Asset Management
Belgium
$1.58M
TAF
182
Tredje AP-fonden
Sweden
$1.57M +$75.1K +3,897 +5%
AAF
183
Andra AP-fonden
Sweden
$1.56M +$1.53M +79,250 New
IAS
184
Insigneo Advisory Services
Florida
$1.52M -$3.97K -206 -0.3%
OPA
185
Old Port Advisors
Maine
$1.51M +$257K +13,347 +21%
Wealthfront Advisers
186
Wealthfront Advisers
California
$1.51M -$569K -29,524 -28%
SO
187
STRS Ohio
Ohio
$1.5M +$8.83K +458 +0.6%
Pacer Advisors
188
Pacer Advisors
Pennsylvania
$1.49M +$24.2K +1,256 +2%
IWA
189
IBEX Wealth Advisors
New Jersey
$1.48M +$1.35M +70,197 New
Fidelity Investments
190
Fidelity Investments
Massachusetts
$1.47M +$361K +18,740 +33%
PWM
191
Perigon Wealth Management
California
$1.45M +$755K +39,131 +113%
I
192
InceptionR
California
$1.42M +$1.39M +72,034 New
FIM
193
FWL Investment Management
Texas
$1.39M -$7.19M -372,874 -84%
DekaBank Deutsche Girozentrale
194
DekaBank Deutsche Girozentrale
Germany
$1.38M +$15.3K +791 +1%
GCP
195
GSA Capital Partners
United Kingdom
$1.36M +$342K +17,737 +35%
Macquarie Group
196
Macquarie Group
Australia
$1.35M
N
197
Natixis
France
$1.34M +$1.31M +67,788 +16,140%
Federated Hermes
198
Federated Hermes
Pennsylvania
$1.33M -$34.1K -1,766 -3%
Public Sector Pension Investment Board (PSP Investments)
199
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.32M +$23.1K +1,200 +2%
KPWS
200
Kestra Private Wealth Services
Texas
$1.29M +$1.22M +63,528 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.