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Annaly Capital Management

617 hedge funds and large institutions have $5.94B invested in Annaly Capital Management in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 245 increasing their positions, 177 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

40% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 58

38% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 177

30% more call options, than puts

Call options by funds: $103M | Put options by funds: $79.3M

26% more capital invested

Capital invested by funds: $4.72B → $5.94B (+$1.22B)

5.56% more ownership

Funds ownership: 49.4%54.96% (+5.6%)

3% more funds holding

Funds holding: 601617 (+16)

Holders
617
Holders Change
+16
Holders Change %
+2.66%
% of All Funds
8.86%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
81
Increased
245
Reduced
177
Closed
58
Calls
$103M
Puts
$79.3M
Net Calls
+$23.4M
Net Calls Change
+$57.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.13B +$14.9M +744,688 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$981M -$2.06M -102,786 -0.2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$525M +$515M +25,722,013 +5,956%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$361M +$26.9M +1,342,056 +8%
State Street
5
State Street
Massachusetts
$360M +$4.47M +223,294 +1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$173M +$4.84M +241,465 +3%
Norges Bank
7
Norges Bank
Norway
$126M
Balyasny Asset Management
8
Balyasny Asset Management
Illinois
$116M +$97.5M +4,865,958 +541%
Northern Trust
9
Northern Trust
Illinois
$79.9M -$4.44M -221,899 -5%
UBS AM
10
UBS AM
Illinois
$79.9M +$67.1M +3,350,435 +531%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$74.6M -$7.55M -376,702 -9%
Morgan Stanley
12
Morgan Stanley
New York
$70.5M +$11M +549,432 +19%
BGIM
13
Brandywine Global Investment Management
Pennsylvania
$66.7M +$67.6M +3,375,252 New
Charles Schwab
14
Charles Schwab
California
$64.6M -$97.1K -4,847 -0.2%
JP Morgan Chase
15
JP Morgan Chase
New York
$61.4M +$10.9M +541,869 +22%
Millennium Management
16
Millennium Management
New York
$57M +$19.8M +986,131 +53%
LSV Asset Management
17
LSV Asset Management
Illinois
$50.7M -$6.66M -332,335 -12%
Legal & General Group
18
Legal & General Group
United Kingdom
$49.2M +$2.28M +113,862 +5%
Victory Capital Management
19
Victory Capital Management
Texas
$40.2M +$2.77M +138,320 +7%
VanEck Associates
20
VanEck Associates
New York
$37.4M +$6.18M +308,618 +19%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$37.1M +$31.3M +1,563,149 +549%
Renaissance Technologies
22
Renaissance Technologies
New York
$36.2M +$24.5M +1,221,800 +210%
Invesco
23
Invesco
Georgia
$35.8M +$690K +34,465 +2%
Bank of America
24
Bank of America
North Carolina
$35.3M -$8.45M -421,865 -19%
UBS Group
25
UBS Group
Switzerland
$32.6M +$11.9M +592,989 +58%

NLY Hedge Fund Activity: Q3 2024 in Review

617 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q3 2024, worth a combined $5.94B — up 26% from $4.72B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new NLY positions and 58 closed out — a net gain of 23 holders — while 245 added to existing stakes and 177 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $515M. The largest seller was Jane Street, cutting an estimated $19.1M.

  • 617 institutional investors held Annaly Capital Management (NLY) as of Q3 2024, up from 601 in Q2 2024.
  • Funds reported $5.94B of Annaly Capital Management stock for Q3 2024, up 26% quarter-over-quarter.
  • 81 funds opened new Annaly Capital Management positions in Q3 2024 and 58 closed out, a net change of +23 holders.
  • The largest Annaly Capital Management buyer in Q3 2024 was T. Rowe Price Associates, an estimated $515M added.
  • The largest Annaly Capital Management seller in Q3 2024 was Jane Street, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2024.