Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“Annaly delivered its tenth consecutive quarter of positive economic returns with EAD again outperforming the dividend ▪ Earnings available for distribution* of $0.76 per average common share for the quarter ▪ Book value per common share of $19.82 ▪ Declared quarterly common stock cash dividend of $0.70 per share ▪ Economic return of 1.5% for the first quarter” | Q1 2026 Mar 31, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $NLY.
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
