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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
CAN
401
Claraphi Advisory Network
United States
$211K +$16K +539 +8%
CSIA
402
Carl Stuart Investment Advisor
Texas
$211K +$22.3K +750 New
MFG
403
Merit Financial Group
Georgia
$211K +$223K +7,500 New
ICP
404
Interchange Capital Partners
Pennsylvania
$210K +$101K +3,411 +84%
PGWM
405
Parisi Gray Wealth Management
New Jersey
$205K -$297K -9,995 -58%
CWM
406
Cadence Wealth Management
Massachusetts
$205K +$31.5K +1,059 +17%
SI
407
Saxon Interests
Texas
$203K +$214K +7,204 New
SB
408
Sunflower Bank
Texas
$203K +$215K +7,224 New
WLIM
409
White Lighthouse Investment Management
Massachusetts
$201K
LNWWM
410
Laird Norton Wetherby Wealth Management
California
$201K +$33.3K +1,120 +19%
HIP
411
HUB Investment Partners
Texas
$199K -$22K -740 -9%
MIM
412
MetLife Investment Management
New Jersey
$199K +$210K +7,060 New
Wellington Management Group
413
Wellington Management Group
Massachusetts
$197K +$743 +25 +0.4%
AC
414
Addison Capital
Pennsylvania
$195K
JWCA
415
J.W. Cole Advisors
Florida
$192K -$235K -7,919 -54%
CFB
416
Cullen/Frost Bankers
Texas
$192K
BSW
417
Buckingham Strategic Wealth
Missouri
$188K +$9.84K +331 +5%
RCA
418
Reitz Capital Advisors
Michigan
$188K +$95.1K +3,201 +92%
DMBA
419
Deseret Mutual Benefit Administrators
Utah
$186K
MCC
420
Money Concepts Capital
Florida
$186K +$196K +6,606 New
MA
421
Mutual Advisors
Nebraska
$185K -$19.2K -646 -9%
SP
422
Successful Portfolios
Florida
$185K +$72.1K +2,426 +59%
IA
423
Inspire Advisors
Idaho
$184K -$287K -9,643 -60%
PA
424
Profund Advisors
Maryland
$182K -$140K -4,727 -42%
Cerity Partners
425
Cerity Partners
New York
$182K +$38.3K +1,287 +25%

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.