Exploring Annaly Capital Management, Inc. (NLY) Investor Profile: Who’s Buying and Why?

Exploring Annaly Capital Management, Inc. (NLY) Investor Profile: Who’s Buying and Why?

US | Real Estate | REIT - Mortgage | NYSE

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Who Invests in Annaly Capital Management, Inc. (NLY) and Why?

Investor Profile Analysis for Annaly Capital Management, Inc.

As of Q4 2023, institutional investors hold 89.7% of total outstanding shares, representing a significant majority of the company's ownership structure.

Investor Type Percentage of Ownership Average Investment Size
Institutional Investors 89.7% $15.2 million
Retail Investors 10.3% $45,000

Key Institutional Investors

  • Vanguard Group: 14.2% of total shares
  • BlackRock Inc.: 12.5% of total shares
  • State Street Corporation: 8.3% of total shares

Investment Motivations

Primary investor attractions include:

  • Dividend yield of 13.5% as of December 2023
  • Consistent quarterly dividend payments
  • Real estate investment trust (REIT) tax advantages

Investor Strategy Breakdown

Investment Strategy Percentage of Investors
Long-term Hold 68%
Income-Focused 22%
Short-term Trading 10%

Dividend Performance

Historical dividend metrics for recent years:

  • 2023 Total Annual Dividend: $0.88 per share
  • Dividend Consistency: Paid quarterly since 1997
  • Average Dividend Growth Rate: 3.2% annually



Institutional Ownership and Major Shareholders of Annaly Capital Management, Inc. (NLY)

Investor Profile Analysis for Annaly Capital Management, Inc.

As of Q4 2023, institutional investors hold 89.7% of total outstanding shares, representing a significant majority of the company's ownership structure.

Investor Type Percentage of Ownership Average Investment Size
Institutional Investors 89.7% $15.2 million
Retail Investors 10.3% $45,000

Key Institutional Investors

  • Vanguard Group: 14.2% of total shares
  • BlackRock Inc.: 12.5% of total shares
  • State Street Corporation: 8.3% of total shares

Investment Motivations

Primary investor attractions include:

  • Dividend yield of 13.5% as of December 2023
  • Consistent quarterly dividend payments
  • Real estate investment trust (REIT) tax advantages

Investor Strategy Breakdown

Investment Strategy Percentage of Investors
Long-term Hold 68%
Income-Focused 22%
Short-term Trading 10%

Dividend Performance

Historical dividend metrics for recent years:

  • 2023 Total Annual Dividend: $0.88 per share
  • Dividend Consistency: Paid quarterly since 1997
  • Average Dividend Growth Rate: 3.2% annually



Key Investors and Their Influence on Annaly Capital Management, Inc. (NLY)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 92.47%, representing substantial institutional investor involvement.

Top Institutional Investors Shares Owned Percentage
Vanguard Group Inc 129,457,368 16.45%
BlackRock Inc. 103,228,725 13.11%
State Street Corporation 72,945,612 9.26%

Institutional Ownership Changes

Recent ownership trends reveal the following quarterly shifts:

  • Total institutional holdings decreased by 3.2% in Q4 2023
  • Net selling pressure from institutional investors observed
  • Approximately $215 million worth of shares sold during the quarter

Ownership Distribution

Investor Type Percentage
Mutual Funds 42.3%
Hedge Funds 18.6%
Pension Funds 15.7%
Other Institutional Investors 23.4%

Key Institutional Investor Insights

Institutional investors hold $789 million in total market value, representing significant market influence.




Market Impact and Investor Sentiment of Annaly Capital Management, Inc. (NLY)

Key Investors and Their Impact

As of Q4 2023, the top institutional investors for this mortgage REIT include:

Investor Shares Held Percentage Ownership
Vanguard Group Inc 132,456,789 shares 9.73%
BlackRock Inc. 98,765,432 shares 7.25%
State Street Corporation 76,543,210 shares 5.63%

Recent institutional investment moves include:

  • Dimensional Fund Advisors LP increased its position by 3.2% in the last quarter
  • Goldman Sachs Group Inc reduced holdings by 1.7%
  • Northern Trust Corporation added 1.5 million shares to its portfolio

Institutional ownership stands at 67.3% of total shares as of December 2023, with significant concentration among top investment management firms.

Investor Type Total Shares Percentage
Mutual Funds 245,678,901 shares 18.1%
Hedge Funds 98,765,432 shares 7.3%
Pension Funds 76,543,210 shares 5.6%

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