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Annaly Capital Management

763 hedge funds and large institutions have $4.83B invested in Annaly Capital Management in 2021 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 267 increasing their positions, 240 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 84

11% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 240

6% more funds holding

Funds holding: 717763 (+46)

0.13% less ownership

Funds ownership: 10.81%10.67% (-0.13%)

1% less call options, than puts

Call options by funds: $38.9M | Put options by funds: $39.4M

8% less capital invested

Capital invested by funds: $5.25B → $4.83B (-$423M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
763
Holders Change
+46
Holders Change %
+6.42%
% of All Funds
11.74%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
144
Increased
267
Reduced
240
Closed
84
Calls
$38.9M
Puts
$39.4M
Net Calls
-$499K
Net Calls Change
-$8.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01B +$4.99M +148,592 +0.5%
BlackRock
2
BlackRock
New York
$808M -$28.6M -850,838 -3%
State Street
3
State Street
Massachusetts
$243M -$2.19M -65,010 -0.9%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$165M +$178M +5,282,353 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$147M +$7.29M +216,925 +5%
LSV Asset Management
6
LSV Asset Management
Illinois
$132M -$2.9M -86,150 -2%
Norges Bank
7
Norges Bank
Norway
$107M
Northern Trust
8
Northern Trust
Illinois
$80.1M -$8.98M -267,030 -9%
Legal & General Group
9
Legal & General Group
United Kingdom
$79.2M -$4.57M -135,966 -5%
TSW
10
Thompson Siegel & Walmsley
Virginia
$61.9M +$4.77M +141,889 +8%
Charles Schwab
11
Charles Schwab
California
$60.7M +$2.09M +62,138 +3%
Goldman Sachs
12
Goldman Sachs
New York
$58.1M +$34.9M +1,039,033 +127%
Morgan Stanley
13
Morgan Stanley
New York
$57M +$2.32M +68,991 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$55.3M +$21.7M +644,329 +57%
UBS AM
15
UBS AM
Illinois
$52.3M +$142K +4,228 +0.3%
JP Morgan Chase
16
JP Morgan Chase
New York
$52M -$2.29M -68,147 -4%
Citigroup
17
Citigroup
New York
$46.7M +$3.59M +106,888 +8%
Sumitomo Mitsui Trust Group
18
Sumitomo Mitsui Trust Group
Japan
$45.7M +$18.9M +562,941 +63%
VanEck Associates
19
VanEck Associates
New York
$37.7M -$165K -4,919 -0.4%
First Trust Advisors
20
First Trust Advisors
Illinois
$35.2M +$4.98M +148,198 +15%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$33.7M +$36.2M +1,078,258 New
Skandinaviska Enskilda Banken (SEB)
22
Skandinaviska Enskilda Banken (SEB)
Sweden
$32.3M -$2.97M -88,287 -8%
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$31.3M +$2.52M +75,067 +8%
SAM
24
Storebrand Asset Management
Norway
$30.6M -$71.8K -2,135 -0.2%
Bank of America
25
Bank of America
North Carolina
$30.5M -$203K -6,039 -0.6%

NLY Hedge Fund Activity: Q4 2021 in Review

763 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q4 2021, worth a combined $4.83B — down 8% from $5.25B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new NLY positions and 84 closed out — a net gain of 60 holders — while 267 added to existing stakes and 240 trimmed.

The largest buyer was Qube Research & Technologies (QRT), opening a new position worth an estimated $36.2M. The largest seller was Wells Fargo, cutting an estimated $187M.

  • 763 institutional investors held Annaly Capital Management (NLY) as of Q4 2021, up from 717 in Q3 2021.
  • Funds reported $4.83B of Annaly Capital Management stock for Q4 2021, down 8% quarter-over-quarter.
  • 144 funds opened new Annaly Capital Management positions in Q4 2021 and 84 closed out, a net change of +60 holders.
  • The largest Annaly Capital Management buyer in Q4 2021 was Qube Research & Technologies (QRT), an estimated $36.2M added.
  • The largest Annaly Capital Management seller in Q4 2021 was Wells Fargo, an estimated $187M sold.

Based on aggregated 13F filings for Q4 2021.