We are live on ! Find out more
NLY icon

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
CG
426
Cutler Group
California
$38K -$26.6K -1,055 -32%
TWA
427
TCI Wealth Advisors
Arizona
$38K +$31.5K +1,250 +128%
GWSG
428
GPS Wealth Strategies Group
Colorado
$37K
NSIM
429
North Star Investment Management
Illinois
$37K +$428 +17 +0.8%
HBW
430
Hazlett, Burt & Watson
West Virginia
$36K
GIA
431
GHP Investment Advisors
Colorado
$34K +$151 +6 +0.3%
GRP
432
Global Retirement Partners
California
$34K +$1.06K +42 +2%
AssetMark Inc
433
AssetMark Inc
California
$34K +$49.6K +1,969 New
LFG
434
Larson Financial Group
Missouri
$33K +$47.7K +1,892 +7,568%
AWM
435
Accel Wealth Management
Iowa
$31K -$76 -3 -0.2%
TFA
436
Toth Financial Advisory
Virginia
$31K -$25 -1 -0.1%
WFA
437
Wipfli Financial Advisors
Wisconsin
$31K +$43.5K +1,728 New
CT
438
Caldwell Trust
Florida
$28.3K -$25 -1 -0.1%
TFGT
439
TS Financial Group (TSFG)
Illinois
$28K
OIA
440
Optimum Investment Advisors
Illinois
$27K
BWP
441
Baldwin Wealth Partners
Massachusetts
$26K
DWA
442
Delos Wealth Advisors
Texas
$26K
SAM
443
Selway Asset Management
$24K +$35K +1,387 New
FCG
444
Financial Connections Group
California
$23K +$1.06K +42 +3%
WPA
445
West Paces Advisors
Georgia
$21.4K
M1FG
446
Mach-1 Financial Group
Arkansas
$21K
TCM
447
Tradewinds Capital Management
Washington
$21K
SIC
448
SJS Investment Consulting
Ohio
$21K +$30.3K +1,203 New
FMTCOCP
449
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21K +$31.5K +1,250 New
BC
450
Barrett & Company
Rhode Island
$19.5K +$23.3K +925 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.