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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
TCA
201
Transcend Capital Advisors
New Jersey
$1.26M +$44K +2,282 +4%
MML Investors Services
202
MML Investors Services
Massachusetts
$1.25M -$28.1K -1,457 -2%
Axa
203
Axa
France
$1.21M +$979K +50,789 +479%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$1.18M +$18.2K +942 +2%
PCM
205
Penserra Capital Management
California
$1.18M +$112K +5,801 +11%
HighTower Advisors
206
HighTower Advisors
Illinois
$1.18M -$613K -31,811 -35%
BCIM
207
British Columbia Investment Management
British Columbia, Canada
$1.17M +$53.6K +2,781 +5%
NAM
208
Nissay Asset Management
Japan
$1.14M +$27.9K +1,448 +3%
Toronto Dominion Bank
209
Toronto Dominion Bank
Ontario, Canada
$1.14M -$1.05M -54,495 -48%
Parallax Volatility Advisers
210
Parallax Volatility Advisers
California
$1.13M +$431K +22,350 +64%
GAMC
211
Garner Asset Management Corp
Texas
$1.11M +$1.09M +56,359 New
NYLIM
212
New York Life Investment Management
New York
$1.07M -$28K -1,454 -3%
Lido Advisors
213
Lido Advisors
California
$1.06M -$5.96K -309 -0.6%
O
214
Ossiam
France
$1.06M +$758K +39,319 +274%
EI
215
Ethic Inc
New York
$1.03M +$249K +12,898 +33%
UAG
216
United Advisor Group
Ohio
$1.03M +$1.01M +52,255 New
BCM
217
Bayesian Capital Management
New York
$1.02M +$1M +51,900 New
NW
218
NewEdge Wealth
Pennsylvania
$1M +$4.76K +247 +0.5%
TIM
219
Thompson Investment Management
Wisconsin
$994K +$3.05K +158 +0.3%
PG
220
Proffitt & Goodson
Tennessee
$990K -$33K -1,713 -3%
CRC
221
Curi RMB Capital
Illinois
$985K -$2.89M -150,000 -75%
MCA
222
Mendon Capital Advisors
Florida
$985K -$2.89M -150,000 -75%
PS
223
Principal Securities
Iowa
$974K +$60.5K +3,139 +7%
Truist Financial
224
Truist Financial
North Carolina
$973K -$71.2K -3,694 -7%
SWM
225
SeaCrest Wealth Management
New York
$973K +$54.5K +2,829 +6%

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.