NLY Hedge Fund Ownership (Q2 2026)

Annaly Capital Management In (NLY)

777 + Investors. Track Smart Money conviction in NLY. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — NLY

Based on 791 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added NLY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

791 hedge funds hold NLY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q

+148 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 61% buying

466 buying293 selling

Last quarter: 466 funds were net buyers (102 opened a brand new position + 364 added to an existing one). Only 293 were sellers (210 trimmed + 83 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 100 → 146 → 110 → 102. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new

504 out of 791 hedge funds have held NLY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +29% but shares only +10% — price-driven

Value

+29%

+10%

Last quarter: the total dollar value of institutional holdings rose +29%, but actual share count only changed +10%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

➡️

Steady discovery — ~102 new funds/quarter

93 → 100 → 146 → 110 → 102 new funds/Q

New funds entering each quarter: 100 → 146 → 110 → 102. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 69% veterans vs 21% newcomers

■ 69% veterans ■ 10% 1-2yr ■ 21% new

Entry-cohort mix of 809 holders: 559 (69%) are 2+ year veterans, 81 entered 1–2 years ago, and 169 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds

63 of 784 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in NLY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	777	772	0.65%
13F Shares	442M	428M	3.22%
Total Value	$9.43B	$8.33B	13.22%
New Positions	98	110	-12
Increased Positions	355	362	-7
Closed Positions	86	93	-7
Reduced Positions	206	179	+27
Total Calls	11	10	10.0%
Total Puts	12	13	-7.69%
PUT/CALL Ratio	1.09	1.3	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

777

772

0.65%

13F Shares

442M

428M

3.22%

Total Value

$9.43B

$8.33B

13.22%

New Positions

110

-12

Increased Positions

355

362

-7

Closed Positions

-7

Reduced Positions

206

179

+27

Total Calls

10.0%

Total Puts

-7.69%

PUT/CALL Ratio

1.09

1.3

Neutral

Institutional Holders (2026 Q2)

777 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NLY. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 NLY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Penn Mutual Asset Management	20.38%	177,588	$4.0M
2	Wright Wealth LLC	4.09%	304,749	$6.8M
3	Dupree Financial Group, LLC	4.08%	486,650	$10.9M
4	Smith Asset Management Co., LLC	2.21%	125,746	$2.8M
5	Sullivan Wood Capital Management LLC	2.09%	66,150	$1.5M
6	GraniteShares Advisors LLC	1.74%	121,170	$2.7M
7	Collar Capital Management, LLC	1.33%	100,679	$2.3M
8	Key Client Fiduciary Advisors, LLC	1.27%	196,642	$4.4M
9	Columbus Macro, LLC	1.24%	571,503	$12.8M
10	Ibex Wealth Advisors	1.21%	691,089	$15.5M
11	Slagle Financial, LLC	1.19%	177,415	$4.0M
12	Prevail Innovative Wealth Advisors, LLC	1.14%	343,174	$7.7M
13	JCSD Capital, LLC	1.14%	35,000	$783K
14	Fore Capital, LLC	1.12%	170,000	$3.8M
15	FJ Capital Management LLC	1.07%	376,036	$8.2M
16	Sharpepoint LLC	0.94%	83,883	$1.9M
17	Fortem Financial Group, LLC	0.90%	196,669	$4.4M
18	Wakefield Asset Management LLLP	0.84%	166,904	$3.7M
19	Chapman Financial Group, LLC	0.74%	49,875	$1.1M
20	Advisors Capital Management, LLC	0.71%	2,985,668	$66.8M
21	Vima LLC	0.65%	29,622	$662K
22	Post Resch Tallon Group Inc.	0.64%	41,174	$921K
23	Plan Group Financial, LLC	0.61%	132,942	$3.0M
24	Strait & Sound Wealth Management LLC	0.56%	71,801	$1.6M
25	Rock Point Advisors, LLC	0.56%	102,427	$2.3M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Annaly Capital Management In (NLY)

What does the Smart Money Trend signal show for NLY?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added NLY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NLY?

More buyers than sellers — 61% buying: Last quarter: 466 funds were net buyers (102 opened a brand new position + 364 added to an existing one). Only 293 were sellers (210 trimmed + 83 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NLY holders?

Elite ownership — 69% AUM from top-100 funds: 63 of 784 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in NLY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NLY?

64% of holders stayed for 2+ years: 504 out of 791 hedge funds have held NLY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Annaly Capital Management In (NLY)

Smart Money Signals — NLY

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +23% more funds vs a year ago

More buyers than sellers — 61% buying

Fewer new buyers each quarter (-8 vs last Q)

64% of holders stayed for 2+ years

Value +29% but shares only +10% — price-driven

Steady discovery — ~102 new funds/quarter

Veteran-anchored — 69% veterans vs 21% newcomers

Elite ownership — 69% AUM from top-100 funds

Institutional Sentiment Summary — NLY

Hedge Fund Ownership: NLY

Market Analysis: NLY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: NLY

Hedge Fund Positioning: NLY

Statistics: NLY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Annaly Capital Management In (NLY)

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