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Annaly Capital Management

717 hedge funds and large institutions have $5.25B invested in Annaly Capital Management in 2021 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 303 increasing their positions, 205 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 205

18% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 60

18% more call options, than puts

Call options by funds: $52.8M | Put options by funds: $44.8M

0% less funds holding

Funds holding: 719717 (-2)

0.51% less ownership

Funds ownership: 11.32%10.81% (-0.51%)

6% less capital invested

Capital invested by funds: $5.62B → $5.25B (-$365M)

Holders
717
Holders Change
-2
Holders Change %
-0.28%
% of All Funds
12.55%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
71
Increased
303
Reduced
205
Closed
60
Calls
$52.8M
Puts
$44.8M
Net Calls
+$7.98M
Net Calls Change
+$23.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08B +$27.8M +808,379 +3%
BlackRock
2
BlackRock
New York
$899M -$30.6M -888,258 -3%
State Street
3
State Street
Massachusetts
$263M -$24.1M -699,629 -8%
Wells Fargo
4
Wells Fargo
California
$201M +$171M +4,970,566 +494%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$150M -$4.21M -122,397 -3%
LSV Asset Management
6
LSV Asset Management
Illinois
$145M -$2.3M -66,752 -2%
Norges Bank
7
Norges Bank
Norway
$115M -$1.54M -44,624 -1%
Northern Trust
8
Northern Trust
Illinois
$95.2M +$9.84M +285,938 +11%
Legal & General Group
9
Legal & General Group
United Kingdom
$89.9M -$900K -26,149 -1%
N
10
Nuveen
North Carolina
$85.1M -$20.4M -593,331 -19%
CS
11
Credit Suisse
Switzerland
$73.4M -$11.9M -346,251 -14%
Charles Schwab
12
Charles Schwab
California
$63.2M +$3.82M +110,938 +6%
TSW
13
Thompson Siegel & Walmsley
Virginia
$61.8M -$12.9M -374,432 -17%
Morgan Stanley
14
Morgan Stanley
New York
$59M +$9.26M +269,103 +18%
JP Morgan Chase
15
JP Morgan Chase
New York
$58.3M +$7.03M +204,270 +13%
UBS AM
16
UBS AM
Illinois
$56.2M -$3.39M -98,375 -6%
Citigroup
17
Citigroup
New York
$46.6M +$12M +347,433 +33%
VanEck Associates
18
VanEck Associates
New York
$40.8M -$159K -4,614 -0.4%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$38.2M +$494K +14,352 +1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$37.8M -$314K -9,132 -0.8%
Skandinaviska Enskilda Banken (SEB)
21
Skandinaviska Enskilda Banken (SEB)
Sweden
$37.2M +$2.74M +79,600 +8%
Allianz Asset Management
22
Allianz Asset Management
Germany
$35M -$1.82M -52,997 -5%
SAM
23
Storebrand Asset Management
Norway
$33M -$4.74M -137,810 -12%
Bank of America
24
Bank of America
North Carolina
$33M +$1.28M +37,052 +4%
First Trust Advisors
25
First Trust Advisors
Illinois
$32.9M +$24.6M +715,183 +273%

NLY Hedge Fund Activity: Q3 2021 in Review

717 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q3 2021, worth a combined $5.25B — down 6.5% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new NLY positions and 60 closed out — a net gain of 11 holders — while 303 added to existing stakes and 205 trimmed.

The largest buyer was Wells Fargo, adding an estimated $171M. The largest seller was Goldman Sachs, cutting an estimated $51.4M.

  • 717 institutional investors held Annaly Capital Management (NLY) as of Q3 2021, down from 719 in Q2 2021.
  • Funds reported $5.25B of Annaly Capital Management stock for Q3 2021, down 6.5% quarter-over-quarter.
  • 71 funds opened new Annaly Capital Management positions in Q3 2021 and 60 closed out, a net change of +11 holders.
  • The largest Annaly Capital Management buyer in Q3 2021 was Wells Fargo, an estimated $171M added.
  • The largest Annaly Capital Management seller in Q3 2021 was Goldman Sachs, an estimated $51.4M sold.

Based on aggregated 13F filings for Q3 2021.