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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
BMSSC
351
B. Metzler seel. Sohn & Co
Germany
$234K +$85.7K +3,401 +33%
DAS
352
Dynamic Advisor Solutions
Arizona
$233K +$13.3K +527 +4%
DF
353
Donoghue Forlines
Massachusetts
$232K -$460K -18,250 -57%
HHRDM
354
H&H Retirement Design & Management
Nevada
$232K -$76 -3 -0%
EOJOAM
355
E. Ohman J:or Asset Management
Sweden
$228K +$335K +13,275 New
NYLIM
356
New York Life Investment Management
New York
$226K +$47.5K +1,887 +17%
SW
357
SkyOak Wealth
Michigan
$224K -$176 -7 -0.1%
UCFA
358
United Capital Financial Advisors
Texas
$221K -$117K -4,656 -27%
LNC
359
Lincoln National Corp
Pennsylvania
$220K -$37.6K -1,493 -10%
NLP
360
Next Level Private
New York
$220K +$320K +12,698 New
BSW
361
Buckingham Strategic Wealth
Missouri
$215K +$129K +5,129 +70%
MA
362
Mutual Advisors
Nebraska
$212K +$83.3K +3,307 +37%
AGA
363
Arkos Global Advisors
Texas
$211K +$2.97K +118 +1%
BFM
364
Boothbay Fund Management
New York
$211K +$189K +7,494 +156%
MWM
365
Mission Wealth Management
California
$210K +$80.1K +3,179 +35%
SWP
366
Stratos Wealth Partners
Ohio
$202K -$73.9K -2,933 -20%
PNAA
367
Pictet North America Advisors
Switzerland
$202K
Luther King Capital Management (LKCM)
368
Luther King Capital Management (LKCM)
Texas
$201K -$25 -1 -0%
BAM
369
Brave Asset Management
New Jersey
$197K -$50 -2 -0%
MHS
370
M Holdings Securities
Oregon
$196K +$8.69K +345 +3%
AAP
371
Arax Advisory Partners
Colorado
$195K +$274K +10,893 +2,265%
GPA
372
Guidance Point Advisors
Massachusetts
$193K +$5.92K +235 +2%
ML
373
McAdam LLC
Pennsylvania
$191K +$3.75K +149 +1%
PAM
374
Panagora Asset Management
Massachusetts
$190K -$10.4K -414 -4%
MIAS
375
Mason Investment Advisory Services
Virginia
$186K +$274K +10,864 New

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.