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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
EI
201
Ethic Inc
New York
$1.11M -$128K -6,610 -11%
TRCT
202
Tower Research Capital (TRC)
New York
$1.1M +$487K +25,077 +83%
TD Asset Management
203
TD Asset Management
Ontario, Canada
$1.07M +$139K +7,141 +15%
NAM
204
Nissay Asset Management
Japan
$1.06M +$39.1K +2,014 +4%
Citadel Advisors
205
Citadel Advisors
Florida
$1.05M +$147K +7,561 +17%
CC
206
Centiva Capital
New York
$1.04M +$1.01M +52,017 New
ICA
207
Infrastructure Capital Advisors
New York
$1.04M +$49.8K +2,564 +5%
SPC
208
Sigma Planning Corp
Michigan
$1.04M -$9.05K -466 -0.9%
US Bancorp
209
US Bancorp
Minnesota
$1.04M -$4.68K -241 -0.5%
LA
210
LBP AM
France
$1.04M +$1.01M +51,732 New
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$1.02M -$165K -8,476 -14%
PG
212
Proffitt & Goodson
Tennessee
$1.01M +$23.1K +1,188 +2%
TIM
213
Thompson Investment Management
Wisconsin
$1.01M +$134K +6,911 +16%
BCM
214
Bayesian Capital Management
New York
$1.01M +$742K +38,200 +316%
BCV
215
Banque Cantonale Vaudoise
Switzerland
$999K -$575K -29,600 -37%
GIBU
216
Gulf International Bank (UK)
United Kingdom
$982K -$84.3K -4,338 -8%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$974K +$179K +9,213 +23%
CS
218
Candriam SCA
Luxembourg
$972K -$3.26M -167,593 -78%
SWM
219
SeaCrest Wealth Management
New York
$954K +$101K +5,200 +12%
Public Employees Retirement Association of Colorado
220
Public Employees Retirement Association of Colorado
Colorado
$953K
SAM
221
Shell Asset Management
Netherlands
$926K -$156K -8,014 -15%
SW
222
SteelPeak Wealth
California
$910K +$856K +44,060 New
WIS
223
Wright Investors Service
Connecticut
$904K -$239K -12,285 -21%
TIM
224
Triad Investment Management
California
$897K
TC
225
TownSquare Capital
Utah
$893K +$70.9K +3,649 +9%

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.