We are live on ! Find out more
NLY icon

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
AIP
526
Ahrens Investment Partners
Louisiana
$100K -$57.7K -1,942 -35%
SSWM
527
Sheets Smith Wealth Management
North Carolina
$100K
WSFS
528
Wilmington Savings Fund Society
Delaware
$100K
LIM
529
Leavell Investment Management
Alabama
$99K
EWA
530
Exencial Wealth Advisors
Oklahoma
$99K +$535 +18 +0.5%
AOWM
531
Alpha Omega Wealth Management
Virginia
$99K +$1.49K +50 +1%
EP
532
Edgestream Partners
New Jersey
$98K -$19.8K -667 -16%
SLWA
533
San Luis Wealth Advisors
California
$98K
BBA
534
BLB&B Advisors
Pennsylvania
$97K -$1.28K -43 -1%
EFS
535
Essex Financial Services
Connecticut
$96K -$52.7K -1,774 -34%
BAM
536
Barrett Asset Management
New York
$96K -$3.36K -113 -3%
BB
537
Busey Bank
Illinois
$96K
N
538
Natixis
France
$95K -$2.46M -82,893 -96%
TBNY
539
Trustco Bank (New York)
New York
$95K
PWM
540
Perigon Wealth Management
California
$95K +$18.8K +634 +23%
KM
541
Kalos Management
Georgia
$94K -$2.47K -83 -2%
SG
542
Stonnington Group
California
$94K +$29.7K +1,000 +40%
GC
543
Gould Capital
Washington
$93K +$2.11K +71 +2%
SFA
544
Sequoia Financial Advisors
Ohio
$93K +$16.6K +560 +20%
WP
545
WealthSource Partners
California
$92K -$55.2K -1,857 -36%
MAA
546
Mraz Amerine & Associates
California
$92K
JMF
547
Johnson Midwest Financial
Iowa
$92K +$10.8K +364 +13%
VFA
548
Valeo Financial Advisors
Indiana
$92K +$96.6K +3,250 New
AA
549
Apriem Advisors
California
$91K -$52K -1,750 -35%
OWA
550
Opal Wealth Advisors
New York
$90K +$1.52K +51 +2%

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.