Annaly Capital Management
569 hedge funds and large institutions have $5.1B invested in Annaly Capital Management in 2023 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 205 increasing their positions, 192 reducing their positions, and 66 closing their positions.
55% more call options, than puts
Call options by funds: $152M | Put options by funds: $97.9M
45% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 66
9% more capital invested
Capital invested by funds: $4.68B → $5.1B (+$416M)
4% more funds holding
Funds holding: 547 → 569 (+22)
2.14% more ownership
Funds ownership: 50.29% → 52.43% (+2.1%)
7% more repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 192
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$67.1M |
| 2 |
Morgan Stanley
New York
|
+$39.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$28.9M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$28.1M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSA
Schonfeld Strategic Advisors
New York
|
-$27M |
| 2 |
NIG
NFJ Investment Group
Dallas,
Texas
|
-$8.45M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$8.44M |
| 4 |
Aviva
London,
United Kingdom
|
-$6.16M |
| 5 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$6.1M |
NLY Hedge Fund Activity: Q4 2023 in Review
569 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q4 2023, worth a combined $5.1B — up 8.9% from $4.68B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new NLY positions and 66 closed out — a net gain of 30 holders — while 205 added to existing stakes and 192 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $67.1M. The largest seller was Schonfeld Strategic Advisors, exiting entirely with an estimated $27M sold.
- 569 institutional investors held Annaly Capital Management (NLY) as of Q4 2023, up from 547 in Q3 2023.
- Funds reported $5.1B of Annaly Capital Management stock for Q4 2023, up 8.9% quarter-over-quarter.
- 96 funds opened new Annaly Capital Management positions in Q4 2023 and 66 closed out, a net change of +30 holders.
- The largest Annaly Capital Management buyer in Q4 2023 was Balyasny Asset Management, an estimated $67.1M added.
- The largest Annaly Capital Management seller in Q4 2023 was Schonfeld Strategic Advisors, an estimated $27M sold.
Based on aggregated 13F filings for Q4 2023.