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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
JWM
476
Jupiter Wealth Management
Colorado
$139K +$52.3K +1,759 +55%
TYCC
477
Texas Yale Capital Corp
Florida
$138K
S
478
SignatureFD
Georgia
$137K +$3.45K +116 +2%
AWA
479
Arete Wealth Advisors
Illinois
$136K -$119 -4 -0.1%
GFS
480
GYL Financial Synergies
Connecticut
$135K -$331K -11,149 -70%
HKAM
481
Horizon Kinetics Asset Management
New York
$135K
APP
482
Avantax Planning Partners
Iowa
$134K
ZF
483
Zhang Financial
Michigan
$134K +$3.15K +106 +2%
WPW
484
Warther Private Wealth
Ohio
$133K +$140K +4,714 New
SIMG
485
Sonora Investment Management Group
Arizona
$132K -$15.6K -525 -10%
MAM
486
Meeder Asset Management
Ohio
$132K +$140K +4,702 New
MPCG
487
Matrix Private Capital Group
New York
$131K
WCM
488
WealthBridge Capital Management
Ohio
$131K
ACM
489
AlphaStar Capital Management
North Carolina
$130K -$10.6K -355 -7%
CFA
490
Compass Financial Advisors
Indiana
$130K +$238 +8 +0.2%
JF
491
Jump Financial
Illinois
$128K +$135K +4,550 New
AA
492
Ancora Advisors
Ohio
$127K -$3.71K -125 -3%
TC
493
Telemus Capital
Michigan
$127K +$134K +4,500 New
TF
494
Tompkins Financial
New York
$127K +$134K +4,500 New
SG
495
StoneX Group
New York
$126K +$133K +4,466 New
AG
496
AIA Group
Hong Kong
$123K +$45.4K +1,527 +54%
AI
497
ArchPoint Investors
Florida
$122K
BWA
498
BDO Wealth Advisors
Florida
$121K -$773 -26 -0.6%
NFSG
499
Newbridge Financial Services Group
Florida
$118K +$1.25K +42 +1%
PP
500
Patten & Patten
Tennessee
$116K -$24K -808 -16%

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.