Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ANNALY CAPITAL MANAGEMENT IN (NLY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +72
Streak
2Q ▲
Buyers last Q
66%

Smart Money Signals — NLY

Based on 699 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
699 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 — +21% more funds vs a year ago

fund count last 6Q
+120 new funds entered over the past year (+21% 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 — 66% buying

440 buying231 selling
Last quarter: 440 funds were net buyers (134 opened a brand new position + 306 added to an existing one). Only 231 were sellers (169 trimmed + 62 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+42 vs last Q)

new funds entering per quarter
Funds opening a new NLY position: 99 → 83 → 92 → 134. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 16% new
460 out of 699 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.
📈

Growing discovery — still being found

93 → 99 → 83 → 92 → 134 new funds/Q
New funds entering each quarter: 99 → 83 → 92 → 134. A growing number of institutions are discovering NLY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 8% 1-2yr ■ 21% new
Of 713 current holders: 511 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
39 of 699 holders are among the 100 largest funds by AUM, controlling 52% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Hedge Fund Ownership: NLY

How many hedge funds hold NLY — quarterly history vs. share price
Quarterly hedge fund ownership of NLY vs. share price

Market Analysis: NLY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NLY

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

90 top-rated funds 11 high-conviction
Consensus
8.5
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: NLY
2026 Q1 Stats Unlock in 21 days 713 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 713 644 10.71%
13F Shares 407M 385M 5.51%
Total Value $8.49B $7.18B 18.28%
New Positions 134 95 +39
Increased Positions 312 310 +2
Closed Positions 65 65 -
Reduced Positions 200 159 +41
Total Calls 10 13 -23.08%
Total Puts 10 9 11.11%
PUT/CALL Ratio 1.0 0.69 Neutral

Statistics: NLY

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
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Institutional Holders (2026 Q1)

713 + investors

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

Top 25 institutional holders of NLY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dupree Financial Group, LLC 4.04% 474,512 $10.0M
2 GraniteShares Advisors LLC 1.60% 105,320 $2.2M
3 Key Client Fiduciary Advisors, LLC 1.39% 193,916 $4.1M
4 Columbus Macro, LLC 1.23% 542,605 $11.5M
5 FORTEM FINANCIAL GROUP, LLC 1.03% 193,851 $4.1M
6 JCSD Capital, LLC 0.78% 35,000 $740K
7 Post Resch Tallon Group Inc. 0.63% 36,599 $776K
8 Plan Group Financial, LLC 0.57% 114,167 $2.4M
9 Wealth Care LLC 0.45% 24,185 $512K
10 Values First Advisors, Inc. 0.42% 38,086 $806K
11 Creekside Partners 0.39% 44,784 $947K
12 STABLEFORD CAPITAL II LLC 0.39% 49,127 $1.0M
13 Madison Park Capital Advisors, LLC 0.25% 15,056 $318K
14 Wealthstar Advisors, LLC 0.25% 24,895 $527K
15 S Harris Financial Group, LLC 0.24% 12,367 $262K
16 Intellectus Partners, LLC 0.24% 53,021 $1.2M
17 FIRETHORN WEALTH PARTNERS, LLC 0.23% 29,696 $628K
18 Cane Capital Partners, LLC 0.22% 24,028 $508K
19 SeaCrest Wealth Management, LLC 0.22% 97,173 $2.1M
20 PEAK FINANCIAL ADVISORS LLC 0.21% 22,470 $475K
21 Garner Asset Management Corp 0.20% 23,863 $505K
22 Samalin Investment Counsel, LLC 0.19% 24,874 $526K
23 FNY Investment Advisers, LLC 0.18% 20,000 —
24 PFA Pension, Forsikringsaktieselskab 0.18% 2,764,052 $58.5M
25 BridgePort Financial Solutions, LLC 0.17% 29,029 $614K
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 — 2 quarters in a row: For 2 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 — 66% buying: Last quarter: 440 funds were net buyers (134 opened a brand new position + 306 added to an existing one). Only 231 were sellers (169 trimmed + 62 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NLY holders?

Elite ownership — 52% AUM from top-100 funds: 39 of 699 holders are among the 100 largest funds by AUM, controlling 52% 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?

66% of holders stayed for 2+ years: 460 out of 699 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.