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Annaly Capital Management

739 hedge funds and large institutions have $4.5B invested in Annaly Capital Management in 2022 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 291 increasing their positions, 220 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 220

0.27% more ownership

Funds ownership: 10.67%10.94% (+0.27%)

3% less funds holding

Funds holding: 763739 (-24)

7% less capital invested

Capital invested by funds: $4.83B → $4.5B (-$333M)

13% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 96

66% less call options, than puts

Call options by funds: $48.6M | Put options by funds: $142M

Holders
739
Holders Change
-24
Holders Change %
-3.15%
% of All Funds
11.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
84
Increased
291
Reduced
220
Closed
96
Calls
$48.6M
Puts
$142M
Net Calls
-$93.7M
Net Calls Change
-$93.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
276
Howard Financial Services
Texas
$527K +$12.1K +408 +2%
QC
277
Quantedge Capital
Singapore
$520K -$795K -26,750 -59%
AAS
278
Avantax Advisory Services
Texas
$516K +$202K +6,800 +59%
PGFC
279
Peapack-Gladstone Financial Corp
New Jersey
$515K +$13K +437 +2%
Legacy Financial Group (Iowa)
280
Legacy Financial Group (Iowa)
Iowa
$513K +$333K +11,211 +160%
Daiwa Securities Group
281
Daiwa Securities Group
Japan
$508K +$18.6K +625 +4%
IAIM
282
International Assets Investment Management
Florida
$496K -$13.1K -441 -2%
SWM
283
Spire Wealth Management
Virginia
$491K -$192K -6,464 -27%
ASFA
284
All Season Financial Advisors
Colorado
$488K +$84.9K +2,858 +20%
VCA
285
Verdence Capital Advisors
Maryland
$485K +$33K +1,109 +7%
RIM
286
Redpoint Investment Management
Australia
$484K
Fisher Asset Management
287
Fisher Asset Management
Washington
$484K +$66K +2,219 +15%
IA
288
Icon Advisers
Colorado
$481K -$598K -20,121 -54%
GVAG
289
Great Valley Advisor Group
Delaware
$481K -$34.1K -1,147 -6%
PHS
290
Pekin Hardy Strauss
Illinois
$476K -$792K -26,658 -61%
VIA
291
Vident Investment Advisory
Georgia
$476K +$38.9K +1,309 +8%
SF
292
Symphony Financial
Texas
$470K +$202K +6,810 +63%
SWM
293
SeaCrest Wealth Management
New York
$469K +$72.8K +2,450 +17%
CIBC Asset Management
294
CIBC Asset Management
Ontario, Canada
$464K +$2.82K +95 +0.6%
M&T Bank
295
M&T Bank
New York
$461K -$27.6K -927 -5%
MFG
296
MidWestOne Financial Group
Iowa
$460K +$44K +1,482 +10%
MSAM
297
Moloney Securities Asset Management
Missouri
$458K -$79.7K -2,680 -14%
PFA
298
Peak Financial Advisors
Colorado
$455K +$39.6K +1,332 +9%
CCB
299
Cutter & Co Brokerage
Missouri
$451K
BCM
300
Bayesian Capital Management
New York
$447K +$472K +15,875 New

NLY Hedge Fund Activity: Q1 2022 in Review

739 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q1 2022, worth a combined $4.5B — down 6.9% from $4.83B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of NLY and 84 opened new positions — a net loss of 12 holders — while 220 trimmed existing stakes and 291 added.

The largest buyer was Allspring Global Investments, adding an estimated $142M. The largest seller was BlackRock, cutting an estimated $24.3M.

  • 739 institutional investors held Annaly Capital Management (NLY) as of Q1 2022, down from 763 in Q4 2021.
  • Funds reported $4.5B of Annaly Capital Management stock for Q1 2022, down 6.9% quarter-over-quarter.
  • 84 funds opened new Annaly Capital Management positions in Q1 2022 and 96 closed out, a net change of -12 holders.
  • The largest Annaly Capital Management buyer in Q1 2022 was Allspring Global Investments, an estimated $142M added.
  • The largest Annaly Capital Management seller in Q1 2022 was BlackRock, an estimated $24.3M sold.

Based on aggregated 13F filings for Q1 2022.