We are live on ! Find out more
NLY icon

Annaly Capital Management

620 hedge funds and large institutions have $6.93B invested in Annaly Capital Management in 2019 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 246 increasing their positions, 195 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 195

13% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 60

0% more funds holding

Funds holding: 617620 (+3)

0.44% less ownership

Funds ownership: 13.95%13.51% (-0.44%)

7% less capital invested

Capital invested by funds: $7.42B → $6.93B (-$490M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

55% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $41.7M

Holders
620
Holders Change
+3
Holders Change %
+0.49%
% of All Funds
13.6%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
68
Increased
246
Reduced
195
Closed
60
Calls
$18.9M
Puts
$41.7M
Net Calls
-$22.8M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.37B +$79.6M +2,209,487 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.22B +$37.4M +1,038,693 +3%
State Street
3
State Street
Massachusetts
$423M +$28.6M +793,741 +7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$272M -$17.3M -478,763 -6%
LSV Asset Management
5
LSV Asset Management
Illinois
$217M +$4.24M +117,766 +2%
Wells Fargo
6
Wells Fargo
California
$188M -$11.1M -308,706 -5%
SOMRS
7
State of Michigan Retirement System
Michigan
$168M -$126M -3,501,798 -42%
UBS Group
8
UBS Group
Switzerland
$148M -$1.21M -33,498 -0.8%
Norges Bank
9
Norges Bank
Norway
$141M -$6.51M -180,561 -4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$137M -$7.11M -197,214 -5%
TSW
11
Thompson Siegel & Walmsley
Virginia
$132M +$2.41M +66,820 +2%
Northern Trust
12
Northern Trust
Illinois
$116M +$4.19M +116,182 +4%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$111M +$18.9M +525,462 +20%
Legal & General Group
14
Legal & General Group
United Kingdom
$105M +$3.26M +90,432 +3%
UBS AM
15
UBS AM
Illinois
$76.8M +$7.79M +216,168 +11%
BGIM
16
Brandywine Global Investment Management
Pennsylvania
$72.1M -$3.45M -95,862 -4%
Ameriprise
17
Ameriprise
Minnesota
$65.5M +$58.3M +1,617,631 +599%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$61.5M -$11M -304,397 -15%
CS
19
Credit Suisse
Switzerland
$60.2M +$8.38M +232,513 +16%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$53.5M +$520K +14,433 +1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$53.4M +$3.16M +87,642 +6%
Goldman Sachs
22
Goldman Sachs
New York
$48.6M -$12.4M -343,689 -20%
Allianz Asset Management
23
Allianz Asset Management
Germany
$48.3M -$22.2M -616,133 -31%
Bank of America
24
Bank of America
North Carolina
$42.3M -$5.69M -157,820 -12%
AIMCA
25
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$36.5M -$19.4M -539,300 -34%

NLY Hedge Fund Activity: Q3 2019 in Review

620 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q3 2019, worth a combined $6.93B — down 6.6% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new NLY positions and 60 closed out — a net gain of 8 holders — while 246 added to existing stakes and 195 trimmed.

The largest buyer was BlackRock, adding an estimated $79.6M. The largest seller was State of Michigan Retirement System, cutting an estimated $126M.

  • 620 institutional investors held Annaly Capital Management (NLY) as of Q3 2019, up from 617 in Q2 2019.
  • Funds reported $6.93B of Annaly Capital Management stock for Q3 2019, down 6.6% quarter-over-quarter.
  • 68 funds opened new Annaly Capital Management positions in Q3 2019 and 60 closed out, a net change of +8 holders.
  • The largest Annaly Capital Management buyer in Q3 2019 was BlackRock, an estimated $79.6M added.
  • The largest Annaly Capital Management seller in Q3 2019 was State of Michigan Retirement System, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2019.