Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Annaly Capital Management In (NLY)

767 + 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
↑ +16
Streak
3Q ▲
Buyers last Q
63%

Smart Money Signals — NLY

Based on 769 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
769 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.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+125 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

472 buying277 selling
Last quarter: 472 funds were net buyers (109 opened a brand new position + 363 added to an existing one). Only 277 were sellers (184 trimmed + 93 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-37 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 91 → 99 → 146 → 109. 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.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 18% new
481 out of 769 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

108 → 91 → 99 → 146 → 109 new funds/Q
New funds entering each quarter: 91 → 99 → 146 → 109. A growing number of institutions are discovering NLY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 22% newcomers

■ 69% veterans ■ 9% 1-2yr ■ 22% new
Entry-cohort mix of 786 holders: 545 (69%) are 2+ year veterans, 69 entered 1–2 years ago, and 172 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
57 of 761 holders are among the 100 largest funds by AUM, controlling 41% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Institutional Sentiment Summary — NLY

In 2026 Q1, 472 hedge funds were net buyers of NLY (109 opened a new position, 363 added to an existing one), while 277 reduced or exited (184 trimmed, 93 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 41% of total institutional value in NLY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 769.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Annaly Capital Management In (NLY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NLY has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
NLY
+4.0%
XLRE
+11.1%

NLY outperformed XLRE by -7.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
NLY
+1.5%
XLRE
+4.9%

Since the filing became public, NLY outperformed XLRE by -3.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

51 top-rated funds 8 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: NLY
767 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 767 753 1.86%
13F Shares 421M 416M 1.21%
Total Value $8.18B $8.69B -5.86%
New Positions 109 146 -37
Increased Positions 361 322 +39
Closed Positions 95 65 +30
Reduced Positions 177 179 -2
Total Calls 10 10 -
Total Puts 13 10 30.0%
PUT/CALL Ratio 1.3 1.0 Bearish

Statistics: NLY

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Financial Highlights

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Institutional Holders (2026 Q1)

767 + 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:
Top 25 NLY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Penn Mutual Asset Management 19.24% 177,588 $3.8M
2 Wright Wealth LLC 4.06% 287,049 $6.1M
3 Dupree Financial Group, LLC 4.04% 474,512 $10.0M
4 Sullivan Wood Capital Management LLC 2.39% 62,550 $1.4M
5 Smith Asset Management Co., LLC 2.29% 126,009 $2.7M
6 GraniteShares Advisors LLC 1.60% 105,320 $2.2M
7 Collar Capital Management, LLC 1.43% 104,584 $2.2M
8 Key Client Fiduciary Advisors, LLC 1.39% 193,916 $4.1M
9 Ibex Wealth Advisors 1.32% 670,031 $14.2M
10 Audent Global Asset Management, LLC 1.26% 58,000 $1.3M
11 Columbus Macro, LLC 1.23% 542,605 $11.5M
12 Slagle Financial, LLC 1.17% 167,973 $3.6M
13 Fortem Financial Group, LLC 1.03% 193,851 $4.1M
14 Sharpepoint LLC 0.98% 77,526 $1.6M
15 Wakefield Asset Management LLLP 0.93% 165,043 $3.5M
16 JCSD Capital, LLC 0.78% 35,000 $740K
17 Prevail Innovative Wealth Advisors, LLC 0.77% 216,252 $4.6M
18 Advisors Capital Management, LLC 0.72% 2,915,472 $61.7M
19 Bayesian Capital Management, LP 0.68% 26,449 $559K
20 Chapman Financial Group, LLC 0.67% 44,268 $936K
21 Post Resch Tallon Group Inc. 0.63% 36,599 $776K
22 Rock Point Advisors, LLC 0.58% 102,152 $2.2M
23 Left Brain Wealth Management, LLC 0.57% 68,878 $1.5M
24 Plan Group Financial, LLC 0.57% 114,167 $2.4M
25 Strait & Sound Wealth Management LLC 0.52% 66,261 $1.4M
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 — 3 quarters in a row: For 3 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 — 63% buying: Last quarter: 472 funds were net buyers (109 opened a brand new position + 363 added to an existing one). Only 277 were sellers (184 trimmed + 93 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NLY holders?

Elite ownership — 41% AUM from top-100 funds: 57 of 761 holders are among the 100 largest funds by AUM, controlling 41% 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?

63% of holders stayed for 2+ years: 481 out of 769 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.

Is it too late to buy Annaly Capital Management In (NLY) following the 2026 Q1 hedge fund 13F filings?

As of today, NLY has moved +1.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.9% for the XLRE sector ETF — an outperformance of -3.4%. Since the quarter end (March 31, 2026), NLY has gained +4.0% vs +11.1% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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