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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
HNB
401
Huntington National Bank
Ohio
$107K +$25 +1 +0%
DMBA
402
Deseret Mutual Benefit Administrators
Utah
$104K -$13.2K -524 -8%
HCP
403
Hexagon Capital Partners
Arkansas
$100K -$25 -1 -0%
PI
404
PEAK6 Investments
Illinois
$98K +$30K +1,192 +26%
CT
405
Clearstead Trust
Maine
$97K +$143K +5,660 New
EI
406
Ellevest Inc
New York
$94K +$53K +2,104 +63%
GI
407
Gradient Investments
Minnesota
$92K +$4.36K +173 +3%
S
408
SignatureFD
Georgia
$76K -$7.16K -284 -6%
BWA
409
BDO Wealth Advisors
Florida
$75K +$1.59K +63 +1%
NFSG
410
Newbridge Financial Services Group
Florida
$71K +$19.7K +781 +23%
HIA
411
Harbor Investment Advisory
Maryland
$67K -$25 -1 -0%
Carson Wealth (CWM LLC)
412
Carson Wealth (CWM LLC)
Nebraska
$65K +$33.6K +1,334 +54%
ODG
413
O'Dell Group
Ohio
$62K -$25 -1 -0%
CTC
414
Central Trust Company
Missouri
$62K
GC
415
Gould Capital
Washington
$60K +$1.89K +75 +2%
PP
416
PFS Partners
New Jersey
$56.7K +$3.4K +135 +4%
AA
417
Ancora Advisors
Ohio
$56K
CPA
418
Cowen Prime Advisors
New York
$54K +$630 +25 +0.8%
CCA
419
Catalyst Capital Advisors
New York
$52K +$7.06K +280 +10%
SC
420
SouthState Corp
Florida
$46K
MA
421
Montag & Associates
Georgia
$46K +$63.9K +2,534 New
MAM
422
Meeder Asset Management
Ohio
$42K +$2.75K +109 +5%
TWM
423
Tradition Wealth Management
Minnesota
$42K +$3.65K +145 +6%
BHWM
424
Beaird Harris Wealth Management
Texas
$41K +$60.4K +2,397 New
QCG
425
Quadrant Capital Group
Ohio
$40K +$17.8K +705 +44%

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.