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Annaly Capital Management

560 hedge funds and large institutions have $4.99B invested in Annaly Capital Management in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 221 increasing their positions, 172 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $178M | Put options by funds: $88.9M

28% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 172

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 61

0% more capital invested

Capital invested by funds: $4.97B → $4.99B (+$21.9M)

0% less funds holding

Funds holding: 561560 (-1)

1.87% less ownership

Funds ownership: 52.64%50.77% (-1.9%)

Holders
560
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
8.79%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
65
Increased
221
Reduced
172
Closed
61
Calls
$178M
Puts
$88.9M
Net Calls
+$89.2M
Net Calls Change
-$57.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.12B +$24M +1,235,284 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$956M +$8.17M +420,609 +0.9%
State Street
3
State Street
Massachusetts
$339M +$7.51M +386,543 +2%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$331M +$24.4M +1,253,725 +8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$170M +$12.2M +630,551 +8%
Norges Bank
6
Norges Bank
Norway
$92.1M +$4.72M +242,727 +6%
Northern Trust
7
Northern Trust
Illinois
$91.1M -$7.69M -395,962 -8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$89.2M +$2.1M +108,038 +2%
Legal & General Group
9
Legal & General Group
United Kingdom
$72.2M -$13.6M -700,458 -16%
LSV Asset Management
10
LSV Asset Management
Illinois
$65.6M -$7.21M -371,350 -10%
Charles Schwab
11
Charles Schwab
California
$59.2M +$3.12M +160,599 +6%
UBS AM
12
UBS AM
Illinois
$57.1M
Morgan Stanley
13
Morgan Stanley
New York
$52.3M -$2.7M -139,147 -5%
JP Morgan Chase
14
JP Morgan Chase
New York
$51.3M -$1.8M -92,800 -3%
Marshall Wace
15
Marshall Wace
United Kingdom
$50.1M -$82M -4,221,253 -63%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$48.8M -$14.2M -728,755 -23%
Invesco
17
Invesco
Georgia
$37.5M -$4.66M -239,621 -11%
Principal Financial Group
18
Principal Financial Group
Iowa
$37.1M +$21.5K +1,109 +0.1%
Swiss National Bank
19
Swiss National Bank
Switzerland
$35.7M +$34.6M +1,783,300 New
Bank of America
20
Bank of America
North Carolina
$32.8M -$23.4M -1,205,680 -42%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$29M +$2.37M +122,101 +9%
Ameriprise
22
Ameriprise
Minnesota
$27.6M -$1.78M -91,428 -6%
N
23
Nuveen
North Carolina
$26.4M +$543K +27,950 +2%
VanEck Associates
24
VanEck Associates
New York
$26.2M +$4.91M +252,687 +24%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$21.1M -$2.51M -129,077 -11%

NLY Hedge Fund Activity: Q2 2023 in Review

560 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q2 2023, worth a combined $4.99B — up 0.44% from $4.97B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new NLY positions and 61 closed out — a net gain of 4 holders — while 221 added to existing stakes and 172 trimmed.

The largest buyer was Swiss National Bank, opening a new position worth an estimated $34.6M. The largest seller was Marshall Wace, cutting an estimated $82M.

  • 560 institutional investors held Annaly Capital Management (NLY) as of Q2 2023, down from 561 in Q1 2023.
  • Funds reported $4.99B of Annaly Capital Management stock for Q2 2023, up 0.44% quarter-over-quarter.
  • 65 funds opened new Annaly Capital Management positions in Q2 2023 and 61 closed out, a net change of +4 holders.
  • The largest Annaly Capital Management buyer in Q2 2023 was Swiss National Bank, an estimated $34.6M added.
  • The largest Annaly Capital Management seller in Q2 2023 was Marshall Wace, an estimated $82M sold.

Based on aggregated 13F filings for Q2 2023.