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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
UAS
501
United Asset Strategies
New York
$115K -$2.82K -95 -2%
FAIM
502
Financial Advocates Investment Management
Washington
$115K +$59 +2 +0%
MC
503
Moors & Cabot
Massachusetts
$115K +$89 +3 +0.1%
BJL
504
Brighton Jones LLC
Washington
$115K +$3.98K +134 +3%
BP
505
Ballentine Partners
Massachusetts
$114K -$130K -4,383 -52%
RIA
506
Realta Investment Advisors
Delaware
$114K -$14.9K -500 -11%
X
507
Xponance
Pennsylvania
$114K +$7.07K +238 +6%
SAM
508
Secure Asset Management
Michigan
$113K -$16.4K -553 -12%
TLP
509
Tri Locum Partners
New York
$113K +$119K +4,015 New
PWPS
510
Pinnacle Wealth Planning Services
Ohio
$112K +$118K +3,974 New
TA
511
TFG Advisers
Michigan
$107K
GLA
512
Good Life Advisors
Pennsylvania
$107K +$3.71K +125 +3%
MYAM
513
Meiji Yasuda Asset Management
Japan
$106K -$13.7K -460 -11%
GBA
514
Garrison Bradford & Associates
New York
$106K
AHC
515
Adell Harriman & Carpenter
Texas
$106K
WAAG
516
Wealth Alliance Advisory Group
Kansas
$105K -$15.7K -527 -12%
MSFS
517
Main Street Financial Solutions
Pennsylvania
$105K
OR
518
Olympiad Research
Connecticut
$105K +$110K +3,711 New
RIM
519
Regent Investment Management
Kentucky
$104K -$4.19K -141 -4%
AIG
520
American International Group
New York
$104K -$1.75K -59 -2%
CI
521
Cigna Investments
Connecticut
$103K +$32.3K +1,086 +42%
PFS
522
Prospera Financial Services
Texas
$102K -$22.1K -743 -17%
CTC
523
Central Trust Company
Missouri
$102K -$6.6K -222 -6%
ODG
524
O'Dell Group
Ohio
$101K +$2.94K +99 +3%
FTDI
525
First Trust Direct Indexing
Massachusetts
$101K +$16.6K +557 +18%

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.