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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
HCM
451
Highlander Capital Management
New Jersey
$19K -$25 -1 -0.1%
JWA
452
JFS Wealth Advisors
Pennsylvania
$19K
CM
453
Cornerstone Management
Georgia
$18.4K +$25.2K +999 +1,350%
TAM
454
Tucker Asset Management
Colorado
$18.2K +$24.7K +981 New
CA
455
Cetera Advisors
Colorado
$17K +$15.7M +623,330 +173%
BTI
456
Blue Trust Inc
Georgia
$16K +$52.5K +2,082 +326%
CA
457
Crewe Advisors
Utah
$15K -$50 -2 -0.2%
FWM
458
Focused Wealth Management
New York
$15K -$25 -1 -0.1%
HFM
459
Harvest Fund Management
China
$15K -$25 -1 -0.1%
CHA
460
Carmichael Hill & Associates
Maryland
$15K +$21.9K +870 New
MCC
461
Money Concepts Capital
Florida
$14K -$25 -1 -0.1%
SA
462
SRH Advisors
Kansas
$14K -$25 -1 -0.1%
HGERS
463
Householder Group Estate & Retirement Specialist
Arizona
$14K +$21K +835 New
CWAF
464
Core Wealth Advisors (Florida)
Florida
$13K -$29.4K -1,165 -60%
AWM
465
AllSquare Wealth Management
New York
$13K -$6.33K -251 -25%
SIS
466
Sound Income Strategies
Florida
$13K -$25 -1 -0.1%
BBHC
467
Brown Brothers Harriman & Co
New York
$13K +$13.3K +529 +235%
BAM
468
Byrne Asset Management
New Jersey
$12K -$1.28K -51 -7%
JFA
469
JNBA Financial Advisors
Minnesota
$12K -$25 -1 -0.1%
PMFA
470
Plante Moran Financial Advisors
Michigan
$12K +$529 +21 +3%
Fifth Third Bancorp
471
Fifth Third Bancorp
Ohio
$12K +$6.12K +243 +55%
JIR
472
James Investment Research
Ohio
$11K -$25 -1 -0.2%
ADL
473
Asset Dedication LLC
California
$11K
FCMT
474
Founders Capital Management (Texas)
Texas
$11K
AA
475
AlphaMark Advisors
Kentucky
$11K +$1.24K +49 +8%

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.