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Annaly Capital Management

700 hedge funds and large institutions have $5.14B invested in Annaly Capital Management in 2021 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 280 increasing their positions, 202 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 202

17% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 69

0% more funds holding

Funds holding: 697700 (+3)

0.9% less ownership

Funds ownership: 11.58%10.68% (-0.9%)

7% less capital invested

Capital invested by funds: $5.5B → $5.14B (-$362M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

52% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $58.3M

Holders
700
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
12.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
81
Increased
280
Reduced
202
Closed
69
Calls
$27.8M
Puts
$58.3M
Net Calls
-$30.5M
Net Calls Change
+$816K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.06B +$12.9M +380,629 +1%
BlackRock
2
BlackRock
New York
$946M +$20.5M +606,109 +2%
State Street
3
State Street
Massachusetts
$272M -$4.52M -133,456 -2%
LSV Asset Management
4
LSV Asset Management
Illinois
$147M -$25.9M -763,985 -15%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$144M +$9.34M +275,875 +7%
Norges Bank
6
Norges Bank
Norway
$124M +$1.31M +38,563 +1%
N
7
Nuveen
North Carolina
$109M -$15M -441,680 -12%
CS
8
Credit Suisse
Switzerland
$85.4M +$5.56M +164,128 +7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$82.7M -$1.39M -41,102 -2%
TSW
10
Thompson Siegel & Walmsley
Virginia
$74.9M +$3.11M +91,714 +4%
Northern Trust
11
Northern Trust
Illinois
$74.7M +$2.14M +63,210 +3%
Legal & General Group
12
Legal & General Group
United Kingdom
$69.6M -$870K -25,682 -1%
Charles Schwab
13
Charles Schwab
California
$59.3M +$1M +29,623 +2%
UBS AM
14
UBS AM
Illinois
$52.5M +$3.86M +114,021 +8%
CCP
15
Clough Capital Partners
Massachusetts
$48.6M +$10.9M +323,175 +30%
BGIM
16
Brandywine Global Investment Management
Pennsylvania
$46.3M -$2.39M -70,638 -5%
JP Morgan Chase
17
JP Morgan Chase
New York
$45.9M +$7.72M +228,013 +21%
Renaissance Technologies
18
Renaissance Technologies
New York
$44.3M -$2.15M -63,342 -5%
VanEck Associates
19
VanEck Associates
New York
$42.7M +$8.48M +250,251 +25%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$40.1M -$1.33M -39,171 -3%
Victory Capital Management
21
Victory Capital Management
Texas
$37.8M +$19.7M +580,381 +112%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$37.8M +$1.58M +46,557 +4%
SAM
23
Storebrand Asset Management
Norway
$37.7M +$532K +15,720 +1%
Morgan Stanley
24
Morgan Stanley
New York
$37M -$14.1M -416,128 -28%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$35.2M -$356K -10,503 -1%

NLY Hedge Fund Activity: Q1 2021 in Review

700 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q1 2021, worth a combined $5.14B — down 6.6% from $5.5B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new NLY positions and 69 closed out — a net gain of 12 holders — while 280 added to existing stakes and 202 trimmed.

The largest buyer was BlackRock, adding an estimated $20.5M. The largest seller was Wells Fargo, cutting an estimated $166M.

  • 700 institutional investors held Annaly Capital Management (NLY) as of Q1 2021, up from 697 in Q4 2020.
  • Funds reported $5.14B of Annaly Capital Management stock for Q1 2021, down 6.6% quarter-over-quarter.
  • 81 funds opened new Annaly Capital Management positions in Q1 2021 and 69 closed out, a net change of +12 holders.
  • The largest Annaly Capital Management buyer in Q1 2021 was BlackRock, an estimated $20.5M added.
  • The largest Annaly Capital Management seller in Q1 2021 was Wells Fargo, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2021.