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Annaly Capital Management

601 hedge funds and large institutions have $4.72B invested in Annaly Capital Management in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 220 increasing their positions, 179 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 56

23% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 179

4% more funds holding

Funds holding: 577601 (+24)

2.2% less ownership

Funds ownership: 51.59%49.4% (-2.2%)

7% less capital invested

Capital invested by funds: $5.09B → $4.72B (-$366M)

25% less call options, than puts

Call options by funds: $102M | Put options by funds: $136M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
601
Holders Change
+24
Holders Change %
+4.16%
% of All Funds
8.68%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
92
Increased
220
Reduced
179
Closed
56
Calls
$102M
Puts
$136M
Net Calls
-$33.8M
Net Calls Change
-$94.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.06B -$22.6M -1,162,922 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$933M -$1.9M -98,012 -0.2%
State Street
3
State Street
Massachusetts
$338M -$10.1M -519,087 -3%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$317M -$15.6M -801,348 -5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$160M +$3.93M +202,251 +2%
Norges Bank
6
Norges Bank
Norway
$120M +$4.46M +229,752 +4%
Northern Trust
7
Northern Trust
Illinois
$80.1M +$7.31M +376,406 +10%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$78M +$797K +41,069 +1%
Charles Schwab
9
Charles Schwab
California
$61.4M +$433K +22,307 +0.7%
Morgan Stanley
10
Morgan Stanley
New York
$56.5M +$4.79M +246,907 +9%
LSV Asset Management
11
LSV Asset Management
Illinois
$54.5M -$529K -27,246 -0.9%
JP Morgan Chase
12
JP Morgan Chase
New York
$47.9M -$1.88M -96,728 -4%
Legal & General Group
13
Legal & General Group
United Kingdom
$44.6M -$14.9M -766,875 -25%
Bank of America
14
Bank of America
North Carolina
$41.6M -$27.4M -1,410,796 -39%
KBC Group
15
KBC Group
Belgium
$37.5M +$5.8M +298,829 +18%
Victory Capital Management
16
Victory Capital Management
Texas
$35.5M +$915K +47,116 +3%
Millennium Management
17
Millennium Management
New York
$35.4M +$10.3M +532,206 +40%
Invesco
18
Invesco
Georgia
$33.3M -$29M -1,494,190 -46%
Principal Financial Group
19
Principal Financial Group
Iowa
$31.8M -$4.21M -217,069 -12%
VanEck Associates
20
VanEck Associates
New York
$30.6M -$6.78M -349,409 -18%
Swiss National Bank
21
Swiss National Bank
Switzerland
$28.2M -$309K -15,900 -1%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$27.9M -$273K -14,059 -1%
Jane Street
23
Jane Street
New York
$27.4M +$26.3M +1,352,598 +1,567%
N
24
Nuveen
North Carolina
$23.5M -$1.81M -93,412 -7%
Citadel Advisors
25
Citadel Advisors
Florida
$23.2M -$8.2M -422,163 -26%

NLY Hedge Fund Activity: Q2 2024 in Review

601 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q2 2024, worth a combined $4.72B — down 7.2% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new NLY positions and 56 closed out — a net gain of 36 holders — while 220 added to existing stakes and 179 trimmed.

The largest buyer was Jane Street, adding an estimated $26.3M. The largest seller was UBS AM, cutting an estimated $46.5M.

  • 601 institutional investors held Annaly Capital Management (NLY) as of Q2 2024, up from 577 in Q1 2024.
  • Funds reported $4.72B of Annaly Capital Management stock for Q2 2024, down 7.2% quarter-over-quarter.
  • 92 funds opened new Annaly Capital Management positions in Q2 2024 and 56 closed out, a net change of +36 holders.
  • The largest Annaly Capital Management buyer in Q2 2024 was Jane Street, an estimated $26.3M added.
  • The largest Annaly Capital Management seller in Q2 2024 was UBS AM, an estimated $46.5M sold.

Based on aggregated 13F filings for Q2 2024.