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Annaly Capital Management
NLY

511 hedge funds and large institutions have $6.18B invested in Annaly Capital Management in 2016 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 206 increasing their positions, 149 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 149

33% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 45

15% more capital invested

Capital invested by funds: $5.38B → $6.18B (+$797M)

2% more funds holding

Funds holding: 501 → 511 (+10)

0.68% more ownership

Funds ownership: 14.15% → 14.83% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

69% less call options, than puts

Call options by funds: $8.97M | Put options by funds: $28.5M

Holders
511
Holders Change
+10
Holders Change %
+2%
% of All Funds
13.63%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
60
Increased
206
Reduced
149
Closed
45
Calls
$8.97M
Puts
$28.5M
Net Calls
-$19.5M
Net Calls Change
-$13.4M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$71.4M
2
Barclays
Barclays
United Kingdom
+$50.7M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$45.2M
4
NIPH
NN Investment Partners Holdings
Netherlands
+$44.3M
5
Two Sigma Investments
Two Sigma Investments
New York
+$37.4M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$133M
2
Renaissance Technologies
Renaissance Technologies
New York
-$32.8M
3
Prudential Financial
Prudential Financial
New Jersey
-$26.8M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$21.9M
5
UBS Group
UBS Group
Switzerland
-$20.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$742M +$11.1M +262,034 +2%
BFA
2
BlackRock Fund Advisors
California
$508M +$71.4M +1,678,535 +17%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$373M -$8.04M -188,976 -2%
BIT
4
BlackRock Institutional Trust
California
$286M -$944K -22,194 -0.3%
State Street
5
State Street
Massachusetts
$272M -$4.9M -115,191 -2%
LSV Asset Management
6
LSV Asset Management
Illinois
$217M -$1.74M -40,850 -0.8%
Invesco
7
Invesco
Georgia
$119M +$3.88M +91,289 +4%
Renaissance Technologies
8
Renaissance Technologies
New York
$118M -$32.8M -770,300 -22%
SAC
9
Smith Affiliated Capital
New York
$111M – – –
Norges Bank
10
Norges Bank
Norway
$99.5M +$4.94M +116,139 +5%
APG Asset Management
11
APG Asset Management
Netherlands
$91.6M +$1.66M +38,975 +2%
BG
12
BlackRock Group
United Kingdom
$91.3M +$3.7M +86,847 +4%
TSW
13
Thompson Siegel & Walmsley
Virginia
$91.2M -$7.51M -176,515 -8%
RFS
14
Rockefeller Financial Services
New York
$84.5M +$13.7M +322,044 +20%
Swiss National Bank
15
Swiss National Bank
Switzerland
$81.7M +$4.67M +109,700 +6%
Bank of America
16
Bank of America
North Carolina
$80.5M +$17.5M +411,442 +29%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$75.1M +$2.45M +57,675 +4%
EAM
18
Edge Asset Management
Washington
$72.8M +$8.19M +192,520 +13%
Northern Trust
19
Northern Trust
Illinois
$72.4M +$819K +19,242 +1%
SCM
20
Sterling Capital Management
North Carolina
$71.9M -$4.6M -108,042 -6%
Legal & General Group
21
Legal & General Group
United Kingdom
$67.7M -$1.07M -25,144 -2%
Barclays
22
Barclays
United Kingdom
$66.9M +$50.7M +1,191,733 +374%
JHC
23
JFB Holdings Corp
Georgia
$62.2M -$2.98M -70,127 -5%
Goldman Sachs
24
Goldman Sachs
New York
$58.3M +$12.4M +292,421 +29%
Los Angeles Capital Management
25
Los Angeles Capital Management
California
$55.3M +$45.2M +1,061,174 +564%
1
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NLY Hedge Fund Activity: Q2 2016 in Review

511 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q2 2016, worth a combined $6.18B — up 15% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new NLY positions and 45 closed out — a net gain of 15 holders — while 206 added to existing stakes and 149 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $71.4M. The largest seller was D.E. Shaw & Co, cutting an estimated $133M.

  • 511 institutional investors held Annaly Capital Management (NLY) as of Q2 2016, up from 501 in Q1 2016.
  • Funds reported $6.18B of Annaly Capital Management stock for Q2 2016, up 15% quarter-over-quarter.
  • 60 funds opened new Annaly Capital Management positions in Q2 2016 and 45 closed out, a net change of +15 holders.
  • The largest Annaly Capital Management buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $71.4M added.
  • The largest Annaly Capital Management seller in Q2 2016 was D.E. Shaw & Co, an estimated $133M sold.

Based on aggregated 13F filings for Q2 2016.