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Annaly Capital Management

553 hedge funds and large institutions have $4.33B invested in Annaly Capital Management in 2022 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 273 increasing their positions, 153 reducing their positions, and 267 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 153

45.89% more ownership

Funds ownership: 13.03%58.92% (+46%)

27% more call options, than puts

Call options by funds: $159M | Put options by funds: $125M

4% less capital invested

Capital invested by funds: $4.49B → $4.33B (-$166M)

27% less funds holding

Funds holding: 761553 (-208)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

73% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 267

Holders
553
Holders Change
-208
Holders Change %
-27.33%
% of All Funds
9.53%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
72
Increased
273
Reduced
153
Closed
267
Calls
$159M
Puts
$125M
Net Calls
+$34.2M
Net Calls Change
+$36.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
326
Beacon Financial Advisory
Ohio
$287K +$18.8K +746 +5%
PFA
327
Peak Financial Advisors
Colorado
$285K -$117K -4,627 -22%
MSAM
328
Moloney Securities Asset Management
Missouri
$282K +$1.76K +70 +0.4%
CIBC Asset Management
329
CIBC Asset Management
Ontario, Canada
$280K +$1.18K +47 +0.3%
CCG
330
Coastwise Capital Group
California
$276K -$5.09K -202 -1%
Natixis Advisors
331
Natixis Advisors
Massachusetts
$276K +$406K +16,109 New
LAM
332
Lingohr Asset Management
Germany
$274K +$372K +14,763 New
GWMIA
333
Global Wealth Management Investment Advisory
Florida
$272K +$52K +2,064 +15%
SBIA
334
Sheaff Brock Investment Advisors
Indiana
$263K +$71.8K +2,849 +23%
GT
335
Greenleaf Trust
Michigan
$262K -$10.3K -408 -3%
HI
336
Harbour Investments
Wisconsin
$261K +$835K +33,134 +300%
HT
337
Heritage Trust
Oklahoma
$259K
CT
338
Colonial Trust
South Carolina
$256K +$368K +14,604 New
CCP
339
Corient Capital Partners
California
$249K +$834K +33,095 +368%
M&T Bank
340
M&T Bank
New York
$247K -$82.6K -3,279 -19%
ASFA
341
All Season Financial Advisors
Colorado
$247K +$19.8K +787 +6%
SB
342
Strategic Blueprint
Georgia
$242K +$16.8K +666 +5%
WE
343
Wealth Effects
Massachusetts
$242K +$29K +1,152 +9%
Edgewood Management
344
Edgewood Management
Connecticut
$240K +$25.2K +1,000 +8%
CP
345
Camelot Portfolios
Ohio
$240K +$79.1K +3,141 +29%
AAS
346
Avantax Advisory Services
Texas
$239K -$120K -4,763 -26%
GAA
347
Global Assets Advisory
Florida
$238K +$323K +12,811 New
LMIM
348
Lockheed Martin Investment Management
Maryland
$237K -$107K -4,251 -23%
Walleye Trading
349
Walleye Trading
New York
$235K +$345K +13,684 New
VFA
350
Values First Advisors
Tennessee
$234K +$22.1K +876 +7%

NLY Hedge Fund Activity: Q3 2022 in Review

553 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q3 2022, worth a combined $4.33B — down 3.7% from $4.49B a quarter earlier.

Sellers outnumbered buyers: 267 funds closed out of NLY and 72 opened new positions — a net loss of 195 holders — while 153 trimmed existing stakes and 273 added.

The largest buyer was BlackRock, adding an estimated $519M. The largest seller was Goldman Sachs, cutting an estimated $38.5M.

  • 553 institutional investors held Annaly Capital Management (NLY) as of Q3 2022, down from 761 in Q2 2022.
  • Funds reported $4.33B of Annaly Capital Management stock for Q3 2022, down 3.7% quarter-over-quarter.
  • 72 funds opened new Annaly Capital Management positions in Q3 2022 and 267 closed out, a net change of -195 holders.
  • The largest Annaly Capital Management buyer in Q3 2022 was BlackRock, an estimated $519M added.
  • The largest Annaly Capital Management seller in Q3 2022 was Goldman Sachs, an estimated $38.5M sold.

Based on aggregated 13F filings for Q3 2022.