We are live on ! Find out more
NLY icon

Annaly Capital Management

599 hedge funds and large institutions have $7.36B invested in Annaly Capital Management in 2018 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 218 increasing their positions, 183 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 183

9% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 89

0.07% more ownership

Funds ownership: 14.28%14.35% (+0.07%)

0% more funds holding

Funds holding: 599599 (0)

3% less capital invested

Capital invested by funds: $7.6B → $7.36B (-$246M)

61% less call options, than puts

Call options by funds: $15M | Put options by funds: $38M

Holders
599
Holders Change
Holders Change %
0%
% of All Funds
13.35%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
97
Increased
218
Reduced
183
Closed
89
Calls
$15M
Puts
$38M
Net Calls
-$23M
Net Calls Change
-$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.18B +$135M +3,368,191 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.17B +$83.5M +2,087,881 +8%
State Street
3
State Street
Massachusetts
$434M +$70.2M +1,755,995 +20%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$339M +$11.9M +297,815 +4%
SOMRS
5
State of Michigan Retirement System
Michigan
$271M
LSV Asset Management
6
LSV Asset Management
Illinois
$248M -$14.5M -361,847 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$183M +$26.6M +665,302 +17%
Skandinaviska Enskilda Banken (SEB)
8
Skandinaviska Enskilda Banken (SEB)
Sweden
$173M -$15.1M -378,675 -8%
APG Asset Management
9
APG Asset Management
Netherlands
$164M -$28M -700,325 -13%
Norges Bank
10
Norges Bank
Norway
$133M -$990K -24,752 -0.7%
Northern Trust
11
Northern Trust
Illinois
$120M +$22.8M +569,381 +23%
Wells Fargo
12
Wells Fargo
California
$106M +$78.1M +1,953,905 +263%
Deutsche Bank
13
Deutsche Bank
Germany
$93.4M +$37.5M +938,809 +65%
Renaissance Technologies
14
Renaissance Technologies
New York
$93.3M +$61.4M +1,536,175 +183%
Legal & General Group
15
Legal & General Group
United Kingdom
$83.9M +$9.25M +231,234 +12%
TSW
16
Thompson Siegel & Walmsley
Virginia
$82.8M -$17.7M -443,603 -17%
AIMCA
17
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$79.9M -$455K -11,368 -0.6%
UBS Group
18
UBS Group
Switzerland
$79.7M -$15.3M -383,702 -16%
Allianz Asset Management
19
Allianz Asset Management
Germany
$69.7M -$17.5M -437,492 -20%
Goldman Sachs
20
Goldman Sachs
New York
$68.8M -$56M -1,401,317 -44%
Bank of America
21
Bank of America
North Carolina
$68M +$38.7M +967,068 +127%
UBS AM
22
UBS AM
Illinois
$67.9M +$9.49M +237,475 +16%
Two Sigma Investments
23
Two Sigma Investments
New York
$66.8M -$44.6M -1,115,940 -40%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$64.7M +$268K +6,712 +0.4%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$62.2M +$18M +450,088 +40%

NLY Hedge Fund Activity: Q4 2018 in Review

599 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q4 2018, worth a combined $7.36B — down 3.2% from $7.6B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new NLY positions and 89 closed out — a net gain of 8 holders — while 218 added to existing stakes and 183 trimmed.

The largest buyer was BlackRock, adding an estimated $135M. The largest seller was Citadel Advisors, cutting an estimated $90M.

  • 599 institutional investors held Annaly Capital Management (NLY) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $7.36B of Annaly Capital Management stock for Q4 2018, down 3.2% quarter-over-quarter.
  • 97 funds opened new Annaly Capital Management positions in Q4 2018 and 89 closed out, a net change of +8 holders.
  • The largest Annaly Capital Management buyer in Q4 2018 was BlackRock, an estimated $135M added.
  • The largest Annaly Capital Management seller in Q4 2018 was Citadel Advisors, an estimated $90M sold.

Based on aggregated 13F filings for Q4 2018.