NLY ANNALY CAPITAL MANAGEMENT INC
Executive Summary
Institutional cluster for Q4 2025 shows $300.5M in new buying led by Norges Bank ($162.5M new position) and D.E. Shaw ($66.1M addition), partially offset by $63.9M in reductions including a near-full exit by Renaissance Technologies. Net directional buying of ~$237M suggests institutional confidence in Annaly Capital amid interest rate expectations, though RenTech's exit introduces caution.
Key Financial Metrics
Institutional Positions
Net institutional flow: $236.6M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Norges Bank | NEW | +100% | $162.5M | $162.5M |
| D.E. Shaw | ADD | +64% | $147.3M | $66.1M |
| Two Sigma | NEW | +100% | $13.6M | $13.6M |
| Morgan Stanley | ADD | +33.5% | $156.0M | $50.4M |
| Franklin Resources | DOUBLED | +196.7% | $10.4M | $7.9M |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Renaissance Technologies | NEAR_EXIT | -90.2% | $53.5M | -$47.7M |
| Wellington Management Group | TRIM | -34% | $20.1M | -$5.4M |
| Ameriprise Financial | TRIM | -32.7% | $42.3M | -$10.8M |
Actionable Insight
The cluster indicates a split between accumulators (sovereign/quant) and sellers (quant/asset managers). Monitor NLY's upcoming earnings and interest rate outlook. Norges Bank's new position is a strong long-term endorsement; RenTech's near-exit signals caution on mortgage REIT headwinds. Note the 45-day 13F disclosure lag — current positions may differ.
Key Facts
- Norges Bank established a new $162.5M position (7.27M shares)
- D.E. Shaw added 64% to its stake, now worth $147.3M
- Two Sigma initiated a $13.6M position
- Morgan Stanley increased holdings by 33.5% to $156.0M
- Renaissance Technologies exited 90.2% of its position, leaving $5.8M
- Net institutional buying of approximately $236.6M across 5 buyers and 3 sellers
Financial Impact
Institutional accumulation of approximately $300.5M in new investments versus $63.9M in reductions, resulting in net buying of roughly $236.6M.
Risk Factors
- Interest rate volatility impacting mortgage REIT valuations
- Mortgage spread widening or credit losses
- 13F disclosure lag — cluster may have been partially unwound
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-NLY-2025-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
1d ago
|
Institutional Cluster
| $22.04 awaiting T+20 | awaiting T+20 | — | — |
|
Apr 21, 2026
7w ago
|
8-K
| $26.01 $25.78 | ▼ −0.88% | ▼ −4.05% | — |
|
Apr 21, 2026
7w ago
|
8-K
| $26.01 $25.78 | ▲ +0.88% | ▲ +4.05% | — |
|
Apr 21, 2026
7w ago
|
8-K
| $26.01 $25.78 | ▲ +0.88% | ▲ +4.05% | — |
US Market Status
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