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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
EI
376
Ethic Inc
New York
$186K +$106K +4,193 +63%
IAA
377
Independent Advisor Alliance
North Carolina
$180K -$48.7K -1,934 -16%
AFA
378
American Financial Advisors
Georgia
$179K +$262K +10,409 New
PWPS
379
Pinnacle Wealth Planning Services
Ohio
$177K -$50 -2 -0%
VIA
380
Vident Investment Advisory
Georgia
$177K +$39.4K +1,565 +18%
RIM
381
Redpoint Investment Management
Australia
$175K -$63.2K -2,508 -20%
1IA
382
1834 Investment Advisors
Wisconsin
$175K
VI
383
Vestcor Inc
New Brunswick, Canada
$174K +$27.1K +1,076 +12%
VCA
384
Verdence Capital Advisors
Maryland
$173K -$163K -6,453 -39%
WWG
385
West Wealth Group
California
$173K -$11.7K -466 -4%
SWP
386
ShoreHaven Wealth Partners
New Jersey
$173K +$50 +2 +0%
PHS
387
Pekin Hardy Strauss
Illinois
$172K -$37.8K -1,501 -13%
T
388
TOBAM
France
$165K -$135K -5,338 -36%
C
389
Covestor
United Kingdom
$165K +$53.1K +2,108 +28%
PA
390
Parallel Advisors
California
$163K +$64.4K +2,554 +37%
PG
391
Proffitt & Goodson
Tennessee
$158K +$83.4K +3,311 +56%
ABLA
392
Alan B. Lancz & Associates
Ohio
$148K +$3.75K +149 +2%
SWM
393
Selective Wealth Management
Virginia
$145K -$67.8K -2,691 -24%
Simplex Trading
394
Simplex Trading
Illinois
$140K -$523K -20,775 -72%
JWM
395
Jupiter Wealth Management
Colorado
$135K +$44K +1,745 +28%
WWMSC
396
Wagner Wealth Management (South Carolina)
South Carolina
$130K -$39.8K -1,580 -17%
CFB
397
Cullen/Frost Bankers
Texas
$117K
WAM
398
Worth Asset Management
Texas
$113K +$13K +515 +8%
Acadian Asset Management
399
Acadian Asset Management
Massachusetts
$111K +$165K +6,535 New
WCM
400
WealthBridge Capital Management
Ohio
$110K +$352K +13,950 +300%

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.