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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
Koshinski Asset Management
326
Koshinski Asset Management
Illinois
$345K +$364K +12,258 New
Parallax Volatility Advisers
327
Parallax Volatility Advisers
California
$345K +$364K +12,246 New
BL
328
Balentine LLC
Georgia
$342K +$254K +8,545 +237%
Impax Asset Management Group
329
Impax Asset Management Group
United Kingdom
$341K -$357 -12 -0.1%
SBIA
330
Sheaff Brock Investment Advisors
Indiana
$340K -$136K -4,583 -28%
CS
331
Capital Square
Tennessee
$337K -$758K -25,517 -68%
PAS
332
Park Avenue Securities
New York
$336K -$4.96K -167 -1%
ONB
333
Old National Bancorp
Indiana
$334K -$137K -4,625 -28%
Luther King Capital Management (LKCM)
334
Luther King Capital Management (LKCM)
Texas
$331K +$33.5K +1,127 +11%
WPC
335
Wedmont Private Capital
Pennsylvania
$327K +$17.7K +595 +5%
BAM
336
Brave Asset Management
New Jersey
$323K -$8.41K -283 -2%
PAM
337
Panagora Asset Management
Massachusetts
$323K
MHS
338
M Holdings Securities
Oregon
$323K +$341K +11,463 New
GWMIA
339
Global Wealth Management Investment Advisory
Florida
$309K +$58.8K +1,977 +22%
KWM
340
Kingsview Wealth Management
Oregon
$307K +$31.4K +1,057 +11%
ML
341
McAdam LLC
Pennsylvania
$305K +$30 +1 +0%
GPA
342
Guidance Point Advisors
Massachusetts
$305K +$33.6K +1,131 +12%
BPA
343
Beacon Pointe Advisors
California
$305K +$181K +6,073 +128%
AFA
344
American Financial Advisors
Georgia
$302K +$5.26K +177 +2%
NL
345
NWAM LLC
Washington
$300K -$69.3K -2,332 -18%
AGA
346
Arkos Global Advisors
Texas
$298K
WAP
347
Wealthcare Advisory Partners
Pennsylvania
$298K +$16.1K +541 +5%
CP
348
Camelot Portfolios
Ohio
$296K -$136K -4,578 -30%
NF
349
NTB Financial
Colorado
$293K +$5.08K +171 +2%
Manulife (Manufacturers Life Insurance)
350
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$291K +$308K +10,349 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.