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Annaly Capital Management

577 hedge funds and large institutions have $5.09B invested in Annaly Capital Management in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 221 increasing their positions, 171 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $138M | Put options by funds: $76.9M

29% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 171

26% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 62

1% more funds holding

Funds holding: 569577 (+8)

0% less capital invested

Capital invested by funds: $5.1B → $5.09B (-$9.9M)

0.83% less ownership

Funds ownership: 52.43%51.59% (-0.83%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
577
Holders Change
+8
Holders Change %
+1.41%
% of All Funds
8.31%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
78
Increased
221
Reduced
171
Closed
62
Calls
$138M
Puts
$76.9M
Net Calls
+$60.8M
Net Calls Change
+$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.12B -$971K -50,374 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$966M -$4.56M -236,629 -0.5%
State Street
3
State Street
Massachusetts
$360M +$7.95M +412,198 +2%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$344M +$5.37M +278,391 +2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$161M -$19.1M -991,477 -11%
Norges Bank
6
Norges Bank
Norway
$119M +$7.05M +365,773 +6%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$79.8M -$3.56M -184,418 -4%
Northern Trust
8
Northern Trust
Illinois
$75.3M -$9.07M -470,609 -11%
Bank of America
9
Bank of America
North Carolina
$70.7M +$46.3M +2,402,227 +202%
Invesco
10
Invesco
Georgia
$63.9M +$24.8M +1,287,972 +66%
Charles Schwab
11
Charles Schwab
California
$63M +$1.23M +63,708 +2%
Legal & General Group
12
Legal & General Group
United Kingdom
$61.1M -$1.57M -81,548 -3%
UBS AM
13
UBS AM
Illinois
$59.6M -$243K -12,601 -0.4%
LSV Asset Management
14
LSV Asset Management
Illinois
$56.8M -$3.12M -161,725 -5%
Morgan Stanley
15
Morgan Stanley
New York
$53.5M -$55.7M -2,891,173 -52%
JP Morgan Chase
16
JP Morgan Chase
New York
$51.4M -$1.83M -94,723 -3%
VanEck Associates
17
VanEck Associates
New York
$38.5M +$3.24M +168,068 +9%
Principal Financial Group
18
Principal Financial Group
Iowa
$37.1M +$923K +47,879 +3%
Victory Capital Management
19
Victory Capital Management
Texas
$35.8M +$2.71M +140,608 +8%
KBC Group
20
KBC Group
Belgium
$32.9M +$7.94M +412,030 +33%
Citadel Advisors
21
Citadel Advisors
Florida
$32.2M +$15.8M +818,820 +100%
Swiss National Bank
22
Swiss National Bank
Switzerland
$29.5M -$812K -42,100 -3%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$29.1M +$81.5K +4,227 +0.3%
Millennium Management
24
Millennium Management
New York
$26M +$8.97M +465,045 +54%
N
25
Nuveen
North Carolina
$26M -$209K -10,813 -0.8%

NLY Hedge Fund Activity: Q1 2024 in Review

577 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q1 2024, worth a combined $5.09B — down 0.19% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new NLY positions and 62 closed out — a net gain of 16 holders — while 221 added to existing stakes and 171 trimmed.

The largest buyer was Bank of America, adding an estimated $46.3M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $119M sold.

  • 577 institutional investors held Annaly Capital Management (NLY) as of Q1 2024, up from 569 in Q4 2023.
  • Funds reported $5.09B of Annaly Capital Management stock for Q1 2024, down 0.19% quarter-over-quarter.
  • 78 funds opened new Annaly Capital Management positions in Q1 2024 and 62 closed out, a net change of +16 holders.
  • The largest Annaly Capital Management buyer in Q1 2024 was Bank of America, an estimated $46.3M added.
  • The largest Annaly Capital Management seller in Q1 2024 was Balyasny Asset Management, an estimated $119M sold.

Based on aggregated 13F filings for Q1 2024.