We are live on ! Find out more
NLY icon

Annaly Capital Management

482 hedge funds and large institutions have $5.35B invested in Annaly Capital Management in 2015 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 163 increasing their positions, 177 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $5.1B → $5.35B (+$246M)

0.2% more ownership

Funds ownership: 13.64%13.85% (+0.2%)

5% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 60

8% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 177

1% less funds holding

Funds holding: 488482 (-6)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

47% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $24.4M

Holders
482
Holders Change
-6
Holders Change %
-1.23%
% of All Funds
12.64%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
57
Increased
163
Reduced
177
Closed
60
Calls
$12.9M
Puts
$24.4M
Net Calls
-$11.5M
Net Calls Change
+$548K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$591M +$20.3M +520,483 +3%
ACM
2
Americafirst Capital Management
California
$425M +$442K +11,337 New
Fidelity Investments
3
Fidelity Investments
Massachusetts
$350M +$1.54M +39,482 +0.4%
BFA
4
BlackRock Fund Advisors
California
$339M +$10.2M +261,264 +3%
BIT
5
BlackRock Institutional Trust
California
$242M +$2.35M +60,197 +0.9%
State Street
6
State Street
Massachusetts
$233M +$5.65M +144,845 +2%
LSV Asset Management
7
LSV Asset Management
Illinois
$167M +$40.7M +1,044,194 +31%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$157M -$21.3M -547,167 -12%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$126M -$69.2K -1,775 -0.1%
Prudential Financial
10
Prudential Financial
New Jersey
$115M +$28.3M +727,175 +31%
Invesco
11
Invesco
Georgia
$90.4M +$24.9M +638,751 +36%
APG Asset Management
12
APG Asset Management
Netherlands
$76.1M -$4.68M -120,176 -6%
BG
13
BlackRock Group
United Kingdom
$75.3M +$6.58M +168,753 +9%
Allianz Asset Management
14
Allianz Asset Management
Germany
$72.8M +$19.8M +507,698 +35%
UBS Group
15
UBS Group
Switzerland
$71.7M -$7.31M -187,392 -9%
TSW
16
Thompson Siegel & Walmsley
Virginia
$70.3M +$15M +385,979 +26%
Renaissance Technologies
17
Renaissance Technologies
New York
$68M +$22.4M +575,050 +46%
SCM
18
Sterling Capital Management
North Carolina
$63.7M -$2.67M -68,545 -4%
Citigroup
19
Citigroup
New York
$61.3M -$18.2M -466,106 -22%
EAM
20
Edge Asset Management
Washington
$60M -$1.52M -39,112 -2%
RFS
21
Rockefeller Financial Services
New York
$59.4M +$12.9M +329,760 +26%
Swiss National Bank
22
Swiss National Bank
Switzerland
$59.2M +$1.09M +28,050 +2%
Legal & General Group
23
Legal & General Group
United Kingdom
$58.5M +$2.06M +52,886 +4%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$57.7M +$394K +10,112 +0.7%
Northern Trust
25
Northern Trust
Illinois
$57.3M -$190K -4,878 -0.3%

NLY Hedge Fund Activity: Q4 2015 in Review

482 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q4 2015, worth a combined $5.35B — up 4.8% from $5.1B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of NLY and 57 opened new positions — a net loss of 3 holders — while 177 trimmed existing stakes and 163 added.

The largest buyer was LSV Asset Management, adding an estimated $40.7M. The largest seller was D.E. Shaw & Co, cutting an estimated $21.3M.

  • 482 institutional investors held Annaly Capital Management (NLY) as of Q4 2015, down from 488 in Q3 2015.
  • Funds reported $5.35B of Annaly Capital Management stock for Q4 2015, up 4.8% quarter-over-quarter.
  • 57 funds opened new Annaly Capital Management positions in Q4 2015 and 60 closed out, a net change of -3 holders.
  • The largest Annaly Capital Management buyer in Q4 2015 was LSV Asset Management, an estimated $40.7M added.
  • The largest Annaly Capital Management seller in Q4 2015 was D.E. Shaw & Co, an estimated $21.3M sold.

Based on aggregated 13F filings for Q4 2015.