Annaly Capital Management
562 hedge funds and large institutions have $4.98B invested in Annaly Capital Management in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 235 increasing their positions, 157 reducing their positions, and 77 closing their positions.
114% more call options, than puts
Call options by funds: $277M | Put options by funds: $130M
50% more repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 157
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
0.29% more ownership
Funds ownership: 52.36% → 52.64% (+0.29%)
4% less capital invested
Capital invested by funds: $5.18B → $4.98B (-$200M)
5% less first-time investments, than exits
New positions opened: 73 | Existing positions closed: 77
2% less funds holding
Funds holding: 575 → 562 (-13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$66.8M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$63M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$53.1M |
| 4 |
EH
EMG Holdings
Old Greenwich,
Connecticut
|
+$44M |
| 5 |
Millennium Management
New York
|
+$28.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$34.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$28M |
| 3 |
CIM
Chiron Investment Management
New York
|
-$13.4M |
| 4 |
MCM
Moore Capital Management
New York
|
-$13.2M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$12.2M |
NLY Hedge Fund Activity: Q1 2023 in Review
562 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q1 2023, worth a combined $4.98B — down 3.9% from $5.18B a quarter earlier.
Sellers outnumbered buyers: 77 funds closed out of NLY and 73 opened new positions — a net loss of 4 holders — while 157 trimmed existing stakes and 235 added.
The largest buyer was Balyasny Asset Management, adding an estimated $66.8M. The largest seller was Marshall Wace, cutting an estimated $34.9M.
- 562 institutional investors held Annaly Capital Management (NLY) as of Q1 2023, down from 575 in Q4 2022.
- Funds reported $4.98B of Annaly Capital Management stock for Q1 2023, down 3.9% quarter-over-quarter.
- 73 funds opened new Annaly Capital Management positions in Q1 2023 and 77 closed out, a net change of -4 holders.
- The largest Annaly Capital Management buyer in Q1 2023 was Balyasny Asset Management, an estimated $66.8M added.
- The largest Annaly Capital Management seller in Q1 2023 was Marshall Wace, an estimated $34.9M sold.
Based on aggregated 13F filings for Q1 2023.