We are live on ! Find out more
NLY icon

Annaly Capital Management

697 hedge funds and large institutions have $5.5B invested in Annaly Capital Management in 2020 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 228 increasing their positions, 215 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 77

19% more capital invested

Capital invested by funds: $4.63B → $5.5B (+$865M)

6% more funds holding

Funds holding: 657697 (+40)

6% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 215

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.03% less ownership

Funds ownership: 11.62%11.58% (-0.03%)

46% less call options, than puts

Call options by funds: $36.1M | Put options by funds: $67.4M

Holders
697
Holders Change
+40
Holders Change %
+6.09%
% of All Funds
12.33%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
124
Increased
228
Reduced
215
Closed
77
Calls
$36.1M
Puts
$67.4M
Net Calls
-$31.3M
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.03B -$5.28M -170,642 -0.6%
BlackRock
2
BlackRock
New York
$909M +$47.6M +1,539,386 +6%
State Street
3
State Street
Massachusetts
$272M -$16.4M -530,824 -6%
Wells Fargo
4
Wells Fargo
California
$198M -$8.43M -272,386 -4%
LSV Asset Management
5
LSV Asset Management
Illinois
$171M -$7.78M -251,250 -5%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$140M -$28M -905,676 -18%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$133M +$5.05M +163,319 +4%
N
8
Nuveen
North Carolina
$122M +$19.4M +626,830 +21%
Norges Bank
9
Norges Bank
Norway
$120M -$507K -16,373 -0.5%
Prudential Financial
10
Prudential Financial
New Jersey
$94.1M -$4.42M -142,921 -5%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$82.7M -$8.91M -288,079 -11%
CS
12
Credit Suisse
Switzerland
$78.3M +$15.5M +499,974 +28%
Northern Trust
13
Northern Trust
Illinois
$71.2M -$1.11M -35,747 -2%
TSW
14
Thompson Siegel & Walmsley
Virginia
$70.5M -$1.99M -64,177 -3%
Legal & General Group
15
Legal & General Group
United Kingdom
$69.2M -$861K -27,822 -1%
Charles Schwab
16
Charles Schwab
California
$57.3M +$353K +11,409 +0.7%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$52M +$32.9M +1,062,744 +223%
Morgan Stanley
18
Morgan Stanley
New York
$50.4M -$3.34M -107,820 -7%
BGIM
19
Brandywine Global Investment Management
Pennsylvania
$47.8M -$1.98M -63,862 -4%
UBS AM
20
UBS AM
Illinois
$47.7M +$2.62M +84,642 +6%
Renaissance Technologies
21
Renaissance Technologies
New York
$45.6M -$8.15M -263,315 -16%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$40.7M -$2.99M -96,657 -7%
JP Morgan Chase
23
JP Morgan Chase
New York
$37.4M +$16.1M +518,828 +88%
CCP
24
Clough Capital Partners
Massachusetts
$36.9M -$3.51M -113,450 -9%
SAM
25
Storebrand Asset Management
Norway
$36.5M +$602K +19,458 +2%

NLY Hedge Fund Activity: Q4 2020 in Review

697 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q4 2020, worth a combined $5.5B — up 19% from $4.63B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new NLY positions and 77 closed out — a net gain of 47 holders — while 228 added to existing stakes and 215 trimmed.

The largest buyer was BlackRock, adding an estimated $47.6M. The largest seller was Artemis Investment Management, exiting entirely with an estimated $41.6M sold.

  • 697 institutional investors held Annaly Capital Management (NLY) as of Q4 2020, up from 657 in Q3 2020.
  • Funds reported $5.5B of Annaly Capital Management stock for Q4 2020, up 19% quarter-over-quarter.
  • 124 funds opened new Annaly Capital Management positions in Q4 2020 and 77 closed out, a net change of +47 holders.
  • The largest Annaly Capital Management buyer in Q4 2020 was BlackRock, an estimated $47.6M added.
  • The largest Annaly Capital Management seller in Q4 2020 was Artemis Investment Management, an estimated $41.6M sold.

Based on aggregated 13F filings for Q4 2020.