We are live on ! Find out more
NLY icon

Annaly Capital Management

582 hedge funds and large institutions have $7.01B invested in Annaly Capital Management in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 204 increasing their positions, 205 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 76

0% more funds holding

Funds holding: 580582 (+2)

0.41% less ownership

Funds ownership: 15.03%14.61% (-0.41%)

0% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 205

15% less capital invested

Capital invested by funds: $8.23B → $7.01B (-$1.22B)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

77% less call options, than puts

Call options by funds: $13.1M | Put options by funds: $56.4M

Holders
582
Holders Change
+2
Holders Change %
+0.34%
% of All Funds
13.34%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
82
Increased
204
Reduced
205
Closed
76
Calls
$13.1M
Puts
$56.4M
Net Calls
-$43.3M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.02B +$5.63M +132,203 +0.5%
BlackRock
2
BlackRock
New York
$1.01B -$12.7M -298,392 -1%
State Street
3
State Street
Massachusetts
$348M +$15.9M +373,962 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$279M -$41.5M -974,668 -13%
APG Asset Management
5
APG Asset Management
Netherlands
$277M +$1.51M +35,525 +0.4%
LSV Asset Management
6
LSV Asset Management
Illinois
$247M +$10.1M +236,900 +4%
Skandinaviska Enskilda Banken (SEB)
7
Skandinaviska Enskilda Banken (SEB)
Sweden
$160M +$2.29M +53,816 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$152M +$21.4M +501,522 +16%
Wells Fargo
9
Wells Fargo
California
$146M -$8.49M -199,218 -5%
Norges Bank
10
Norges Bank
Norway
$120M
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$118M +$13.2M +308,902 +12%
Northern Trust
12
Northern Trust
Illinois
$107M +$2.29M +53,842 +2%
Principal Financial Group
13
Principal Financial Group
Iowa
$106M -$6.57M -154,259 -6%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$102M +$3.48M +81,665 +3%
Allianz Asset Management
15
Allianz Asset Management
Germany
$97.7M +$14.3M +336,657 +17%
TSW
16
Thompson Siegel & Walmsley
Virginia
$96M +$9.6M +225,245 +11%
Renaissance Technologies
17
Renaissance Technologies
New York
$89.9M -$15.5M -364,422 -14%
Goldman Sachs
18
Goldman Sachs
New York
$89.1M -$25M -587,018 -22%
UBS Group
19
UBS Group
Switzerland
$85M -$901K -21,145 -1%
AIMCA
20
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$76.8M +$12.9M +303,725 +20%
Legal & General Group
21
Legal & General Group
United Kingdom
$76.3M -$1.56M -36,512 -2%
UBS AM
22
UBS AM
Illinois
$64M -$26.4M -618,300 -29%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$51.6M +$709K +16,629 +1%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$47M -$732K -17,175 -2%
PI
25
PGGM Investments
Netherlands
$44.8M

NLY Hedge Fund Activity: Q1 2018 in Review

582 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q1 2018, worth a combined $7.01B — down 15% from $8.23B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new NLY positions and 76 closed out — a net gain of 6 holders — while 204 added to existing stakes and 205 trimmed.

The largest buyer was Artemis Investment Management, opening a new position worth an estimated $42.9M. The largest seller was Two Sigma Investments, cutting an estimated $67.4M.

  • 582 institutional investors held Annaly Capital Management (NLY) as of Q1 2018, up from 580 in Q4 2017.
  • Funds reported $7.01B of Annaly Capital Management stock for Q1 2018, down 15% quarter-over-quarter.
  • 82 funds opened new Annaly Capital Management positions in Q1 2018 and 76 closed out, a net change of +6 holders.
  • The largest Annaly Capital Management buyer in Q1 2018 was Artemis Investment Management, an estimated $42.9M added.
  • The largest Annaly Capital Management seller in Q1 2018 was Two Sigma Investments, an estimated $67.4M sold.

Based on aggregated 13F filings for Q1 2018.