Annaly Capital Management
677 hedge funds and large institutions have $3.9B invested in Annaly Capital Management in 2020 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 244 increasing their positions, 209 reducing their positions, and 95 closing their positions.
19% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 95
17% more repeat investments, than reductions
Existing positions increased: 244 | Existing positions reduced: 209
1% more funds holding
Funds holding: 671 → 677 (+6)
0.09% less ownership
Funds ownership: 13.53% → 13.44% (-0.09%)
22% less call options, than puts
Call options by funds: $20.3M | Put options by funds: $25.9M
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
47% less capital invested
Capital invested by funds: $7.3B → $3.9B (-$3.41B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$94.2M |
| 2 |
KSCM
King Street Capital Management
New York
|
+$44M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$38.3M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$36.1M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$32.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$157M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$85.2M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$33.4M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$30.2M |
| 5 |
BlackRock
New York
|
-$29M |
NLY Hedge Fund Activity: Q1 2020 in Review
677 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q1 2020, worth a combined $3.9B — down 47% from $7.3B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new NLY positions and 95 closed out — a net gain of 18 holders — while 244 added to existing stakes and 209 trimmed.
The largest buyer was D.E. Shaw & Co, adding an estimated $94.2M. The largest seller was State of Michigan Retirement System, exiting entirely with an estimated $157M sold.
- 677 institutional investors held Annaly Capital Management (NLY) as of Q1 2020, up from 671 in Q4 2019.
- Funds reported $3.9B of Annaly Capital Management stock for Q1 2020, down 47% quarter-over-quarter.
- 113 funds opened new Annaly Capital Management positions in Q1 2020 and 95 closed out, a net change of +18 holders.
- The largest Annaly Capital Management buyer in Q1 2020 was D.E. Shaw & Co, an estimated $94.2M added.
- The largest Annaly Capital Management seller in Q1 2020 was State of Michigan Retirement System, an estimated $157M sold.
Based on aggregated 13F filings for Q1 2020.