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Annaly Capital Management

630 hedge funds and large institutions have $6.1B invested in Annaly Capital Management in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 266 increasing their positions, 150 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $106M | Put options by funds: $58.6M

77% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 150

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

35% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 80

4.35% more ownership

Funds ownership: 54.96%59.31% (+4.3%)

2% more funds holding

Funds holding: 617630 (+13)

3% more capital invested

Capital invested by funds: $5.94B → $6.1B (+$156M)

Holders
630
Holders Change
+13
Holders Change %
+2.11%
% of All Funds
8.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
108
Increased
266
Reduced
150
Closed
80
Calls
$106M
Puts
$58.6M
Net Calls
+$47.4M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.15B +$125M +6,389,492 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1B +$114M +5,859,104 +12%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$630M +$162M +8,272,674 +32%
State Street
4
State Street
Massachusetts
$368M +$39.5M +2,023,308 +12%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$333M +$2.14M +109,655 +0.6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$173M +$15.9M +814,917 +9%
Northern Trust
7
Northern Trust
Illinois
$139M +$70.5M +3,606,366 +91%
Norges Bank
8
Norges Bank
Norway
$127M +$13.2M +674,574 +11%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$95.9M +$66.3M +3,393,703 +184%
KBC Group
10
KBC Group
Belgium
$95.1M +$71.6M +3,664,098 +239%
UBS AM
11
UBS AM
Illinois
$86.2M +$14.3M +730,207 +18%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$75.6M -$31.9M -1,634,345 -28%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$73.9M +$6.36M +325,542 +9%
Morgan Stanley
14
Morgan Stanley
New York
$73.3M +$9.63M +493,175 +14%
Charles Schwab
15
Charles Schwab
California
$66.1M +$7.69M +393,581 +12%
BGIM
16
Brandywine Global Investment Management
Pennsylvania
$63.1M +$1.4M +71,785 +2%
UBS Group
17
UBS Group
Switzerland
$55.4M +$27.4M +1,402,081 +86%
LSV Asset Management
18
LSV Asset Management
Illinois
$46.2M
Legal & General Group
19
Legal & General Group
United Kingdom
$43.4M -$1.6M -81,899 -3%
Invesco
20
Invesco
Georgia
$43.3M +$11.3M +580,789 +33%
JP Morgan Chase
21
JP Morgan Chase
New York
$42.4M -$14.5M -740,261 -24%
VanEck Associates
22
VanEck Associates
New York
$33.2M -$1.9M -97,158 -5%
N
23
Nuveen
North Carolina
$32.9M +$7.83M +400,710 +29%
Victory Capital Management
24
Victory Capital Management
Texas
$30.9M -$6.19M -316,724 -16%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$29.2M +$3.18M +162,544 +11%

NLY Hedge Fund Activity: Q4 2024 in Review

630 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q4 2024, worth a combined $6.1B — up 2.6% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new NLY positions and 80 closed out — a net gain of 28 holders — while 266 added to existing stakes and 150 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $162M. The largest seller was Millennium Management, cutting an estimated $45.6M.

  • 630 institutional investors held Annaly Capital Management (NLY) as of Q4 2024, up from 617 in Q3 2024.
  • Funds reported $6.1B of Annaly Capital Management stock for Q4 2024, up 2.6% quarter-over-quarter.
  • 108 funds opened new Annaly Capital Management positions in Q4 2024 and 80 closed out, a net change of +28 holders.
  • The largest Annaly Capital Management buyer in Q4 2024 was T. Rowe Price Associates, an estimated $162M added.
  • The largest Annaly Capital Management seller in Q4 2024 was Millennium Management, an estimated $45.6M sold.

Based on aggregated 13F filings for Q4 2024.