Question 1

Which hedge funds and institutional investors hold NLY?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for NLY shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for NLY whale holdings?

Accepted Answer

Conviction level reflects how significant NLY is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to NLY, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for NLY?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about NLY?

Accepted Answer

QoQ changes for NLY show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	28.2M	$614.8M	0.0%	$2896.4B
DE Shaw	5.3M	$111.2M	0.1%	$166.3B
Citadel	3.1M	$65.1M	0.0%	$618.5B
Geode Capital	2.7M	$57.9M	0.0%	$1607.5B
Millennium	1.2M	$26.2M	0.0%	$240.3B
Citadel	1.0M	$22.0M	0.0%	$618.5B
BlackRock	1.0M	$21.7M	0.0%	$5723.5B
Neuberger Berman (Eisman)	451.2K	$9.5M	0.0%	$131.4B
Renaissance Tech	448.2K	$9.5M	0.0%	$63.9B
Citadel	315.5K	$6.7M	0.0%	$618.5B
Millennium	302.8K	$6.4M	0.0%	$240.3B
DE Shaw	301.5K	$6.4M	0.0%	$166.3B
Two Sigma	259.6K	$5.5M	0.0%	$123.9B
GMO	114.4K	$2.4M	0.0%	$39.1B
Franklin Templeton	82.2K	$1.7M	0.0%	$408.3B
WorldQuant	62.3K	$1.3M	0.0%	$25.9B
Tudor	61.7K	$1.3M	0.0%	$53.9B
Caxton	55.0K	$1.2M	0.0%	$4.4B
Northern Trust	50.3K	$1.1M	0.0%	$756.6B
DE Shaw	49.3K	$1.0M	0.0%	$166.3B
Wellington	45.2K	$955K	0.0%	$535.5B
Millennium	39.2K	$829K	0.0%	$240.3B
Gotham Asset	31.5K	$666K	0.0%	$32.7B
Fidelity (FMR)	25.8K	$546K	—	$1898.4B
Fisher Investments	22.4K	$473K	0.0%	$294.9B
Brevan Howard	20.8K	$440K	0.0%	$11.3B
Two Sigma	13.1K	$277K	0.0%	$123.9B
AQR Capital	8.5K	$181K	0.0%	$218.4B
LSV	3.1M	$65K	0.1%	$46.4M
Acadian	182.1K	$4K	0.0%	$70.5M
Hudson Bay	105	$2K	—	$29.0B

NLY

Who Holds NLY

Changes This Quarter