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Annaly Capital Management

651 hedge funds and large institutions have $8.51B invested in Annaly Capital Management in 2019 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 300 increasing their positions, 144 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 43

108% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 144

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

16% more capital invested

Capital invested by funds: $7.36B → $8.51B (+$1.15B)

9% more funds holding

Funds holding: 599651 (+52)

0.88% more ownership

Funds ownership: 14.35%15.22% (+0.88%)

62% less call options, than puts

Call options by funds: $7.35M | Put options by funds: $19.5M

Holders
651
Holders Change
+52
Holders Change %
+8.68%
% of All Funds
14.09%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
107
Increased
300
Reduced
144
Closed
43
Calls
$7.35M
Puts
$19.5M
Net Calls
-$12.1M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.31B +$114M +2,795,398 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.29B +$102M +2,494,469 +8%
State Street
3
State Street
Massachusetts
$489M +$47.5M +1,164,475 +11%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$345M -$258K -6,322 -0.1%
SOMRS
5
State of Michigan Retirement System
Michigan
$281M +$5.36M +131,229 +2%
Wells Fargo
6
Wells Fargo
California
$253M +$148M +3,630,497 +135%
LSV Asset Management
7
LSV Asset Management
Illinois
$250M -$1.72M -42,052 -0.7%
Renaissance Technologies
8
Renaissance Technologies
New York
$172M +$78.3M +1,918,500 +81%
APG Asset Management
9
APG Asset Management
Netherlands
$171M +$696K +17,050 +0.4%
Norges Bank
10
Norges Bank
Norway
$168M +$33.3M +815,047 +24%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$168M -$18.4M -451,362 -10%
UBS Group
12
UBS Group
Switzerland
$157M +$77.9M +1,908,238 +94%
Skandinaviska Enskilda Banken (SEB)
13
Skandinaviska Enskilda Banken (SEB)
Sweden
$132M -$45M -1,102,381 -25%
Northern Trust
14
Northern Trust
Illinois
$123M +$1.41M +34,661 +1%
Two Sigma Investments
15
Two Sigma Investments
New York
$115M +$48.5M +1,188,948 +70%
TSW
16
Thompson Siegel & Walmsley
Virginia
$103M +$19M +464,437 +22%
Legal & General Group
17
Legal & General Group
United Kingdom
$102M +$16.9M +413,452 +19%
Bank of America
18
Bank of America
North Carolina
$87.3M +$18.6M +454,689 +26%
UBS AM
19
UBS AM
Illinois
$85.6M +$16.8M +412,481 +24%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$85.5M +$22.7M +556,789 +35%
AIMCA
21
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$79.8M -$1.46M -35,800 -2%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$78.2M +$12.7M +310,756 +19%
Citigroup
23
Citigroup
New York
$78M +$39.2M +960,936 +97%
Allianz Asset Management
24
Allianz Asset Management
Germany
$74.7M +$3.87M +94,817 +5%
Goldman Sachs
25
Goldman Sachs
New York
$72.6M +$2.6M +63,709 +4%

NLY Hedge Fund Activity: Q1 2019 in Review

651 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q1 2019, worth a combined $8.51B — up 16% from $7.36B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new NLY positions and 43 closed out — a net gain of 64 holders — while 300 added to existing stakes and 144 trimmed.

The largest buyer was Wells Fargo, adding an estimated $148M. The largest seller was Skandinaviska Enskilda Banken (SEB), cutting an estimated $45M.

  • 651 institutional investors held Annaly Capital Management (NLY) as of Q1 2019, up from 599 in Q4 2018.
  • Funds reported $8.51B of Annaly Capital Management stock for Q1 2019, up 16% quarter-over-quarter.
  • 107 funds opened new Annaly Capital Management positions in Q1 2019 and 43 closed out, a net change of +64 holders.
  • The largest Annaly Capital Management buyer in Q1 2019 was Wells Fargo, an estimated $148M added.
  • The largest Annaly Capital Management seller in Q1 2019 was Skandinaviska Enskilda Banken (SEB), an estimated $45M sold.

Based on aggregated 13F filings for Q1 2019.