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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
TFS
476
TrustCore Financial Services
Tennessee
$10K -$25 -1 -0.2%
MSFP
477
Mark Sheptoff Financial Planning
Connecticut
$10K
LC
478
Lindbrook Capital
California
$10K +$630 +25 +4%
PHK
479
Point72 Hong Kong
Hong Kong
$10K +$15.1K +601 New
EWM
480
Evermay Wealth Management
Virginia
$9K
MWM
481
Mascoma Wealth Management
New Hampshire
$9K
WBC
482
West Branch Capital
Massachusetts
$9K
AF
483
Allworth Financial
California
$9K +$1.11K +44 +10%
ZB
484
Zions Bancorporation
Utah
$8K -$76 -3 -0.7%
CHC
485
City Holding Co
West Virginia
$8K -$50 -2 -0.4%
BWL
486
Bogart Wealth LLC
Virginia
$8K
RCM
487
Raleigh Capital Management
North Carolina
$8K +$1.26K +50 +13%
LS
488
Livforsakringsbolaget Skandia
Sweden
$7K -$27.7K -1,100 -72%
HPC
489
HM Payson & Co
Maine
$7K
SIC
490
Salem Investment Counselors
North Carolina
$7K
BIA
491
Bell Investment Advisors
California
$7K +$504 +20 +5%
OLVIG
492
Oliver Lagore Vanvalin Investment Group
Michigan
$7K +$7.56K +300 +240%
PA
493
PSI Advisors
Florida
$6K
GWS
494
Glassman Wealth Services
Virginia
$6K +$227 +9 +3%
BWM
495
BerganKDV Wealth Management
Minnesota
$6K +$6.43K +255 +327%
HDIM
496
Hanson & Doremus Investment Management
Vermont
$5K -$22.2K -880 -77%
VCM
497
Versant Capital Management
Arizona
$5K -$101 -4 -1%
CCM
498
Covington Capital Management
California
$5K -$25 -1 -0.4%
SWM
499
Sugarloaf Wealth Management
Georgia
$5K
TC
500
Truvestments Capital
Florida
$5K

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.