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Annaly Capital Management

657 hedge funds and large institutions have $4.63B invested in Annaly Capital Management in 2020 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 224 increasing their positions, 219 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $4.53B → $4.63B (+$108M)

2% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 219

0.4% less ownership

Funds ownership: 12.02%11.62% (-0.4%)

3% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 79

1% less funds holding

Funds holding: 665657 (-8)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

28% less call options, than puts

Call options by funds: $46.7M | Put options by funds: $64.6M

Holders
657
Holders Change
-8
Holders Change %
-1.2%
% of All Funds
13.26%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
77
Increased
224
Reduced
219
Closed
79
Calls
$46.7M
Puts
$64.6M
Net Calls
-$17.9M
Net Calls Change
+$3.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$875M -$75.5M -2,608,807 -8%
BlackRock
2
BlackRock
New York
$722M -$11.7M -405,420 -2%
State Street
3
State Street
Massachusetts
$246M -$42.6M -1,472,200 -15%
Wells Fargo
4
Wells Fargo
California
$174M -$7.33M -253,181 -4%
LSV Asset Management
5
LSV Asset Management
Illinois
$151M -$6.39M -220,675 -4%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$143M -$7.53M -260,051 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$107M -$6.99M -241,613 -6%
Norges Bank
8
Norges Bank
Norway
$102M +$1.27M +43,774 +1%
N
9
Nuveen
North Carolina
$84.8M +$7.7M +266,031 +10%
Prudential Financial
10
Prudential Financial
New Jersey
$83.4M +$58.8M +2,032,341 +227%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$77.9M -$27.9M -962,077 -26%
TSW
12
Thompson Siegel & Walmsley
Virginia
$61.2M +$158K +5,472 +0.3%
Northern Trust
13
Northern Trust
Illinois
$61M -$2.62M -90,391 -4%
Legal & General Group
14
Legal & General Group
United Kingdom
$59.1M -$2.52M -87,092 -4%
CS
15
Credit Suisse
Switzerland
$51.8M -$3.73M -128,930 -7%
Charles Schwab
16
Charles Schwab
California
$47.9M +$18.7M +647,237 +63%
Renaissance Technologies
17
Renaissance Technologies
New York
$46M -$7.12M -245,885 -13%
Morgan Stanley
18
Morgan Stanley
New York
$45.5M +$380K +13,115 +0.8%
BGIM
19
Brandywine Global Investment Management
Pennsylvania
$42.1M -$14.3M -495,371 -25%
AIM
20
Artemis Investment Management
United Kingdom
$41.6M -$8.48M -292,892 -17%
MCM
21
Moore Capital Management
New York
$41.6M +$42.3M +1,460,807 New
UBS AM
22
UBS AM
Illinois
$37.8M +$3.82M +131,852 +11%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$37.1M +$2.97M +102,652 +9%
CCP
24
Clough Capital Partners
Massachusetts
$34.3M +$4.57M +157,900 +15%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$33.6M -$2.27M -78,266 -6%

NLY Hedge Fund Activity: Q3 2020 in Review

657 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q3 2020, worth a combined $4.63B — up 2.4% from $4.53B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of NLY and 77 opened new positions — a net loss of 2 holders — while 219 trimmed existing stakes and 224 added.

The largest buyer was Prudential Financial, adding an estimated $58.8M. The largest seller was Vanguard Group, cutting an estimated $75.5M.

  • 657 institutional investors held Annaly Capital Management (NLY) as of Q3 2020, down from 665 in Q2 2020.
  • Funds reported $4.63B of Annaly Capital Management stock for Q3 2020, up 2.4% quarter-over-quarter.
  • 77 funds opened new Annaly Capital Management positions in Q3 2020 and 79 closed out, a net change of -2 holders.
  • The largest Annaly Capital Management buyer in Q3 2020 was Prudential Financial, an estimated $58.8M added.
  • The largest Annaly Capital Management seller in Q3 2020 was Vanguard Group, an estimated $75.5M sold.

Based on aggregated 13F filings for Q3 2020.