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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
SWA
526
Sutton Wealth Advisors
Florida
$2.15K +$857 +34 +37%
CP
527
Castleview Partners
Texas
$2K -$21.6K -857 -87%
PWMG
528
Prestige Wealth Management Group
New Jersey
$2K -$2.75K -109 -48%
HS
529
Horan Securities
United States
$2K
POIA
530
Pin Oak Investment Advisors
Texas
$2K
SCA
531
Stonebridge Capital Advisors
Minnesota
$2K
MPWT
532
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.61K +64 +178%
EWA
533
EverSource Wealth Advisors
Alabama
$2K +$2.9K +115 New
Bank of Montreal
534
Bank of Montreal
Ontario, Canada
$1.35K -$1.32M -52,280 -40%
FHA
535
First Horizon Advisors
Tennessee
$1K -$9.98K -396 -87%
LF
536
Lee Financial
Texas
$1K -$8.06K -320 -87%
PPWM
537
PFG Private Wealth Management
Florida
$1K
VNA
538
Valley National Advisers
Pennsylvania
$1K
YAL
539
Your Advocates Ltd
Texas
$1K
RA
540
Rise Advisors
New York
$1K +$25 +1 +2%
FF
541
FourThought Financial
Florida
$1K +$781 +31 New
DA
542
Denali Advisors
California
$1K +$1.13K +45 New
FMII
543
Farmers & Merchants Investments Inc
Nebraska
$1K +$1.13K +45 New
Lazard Asset Management
544
Lazard Asset Management
New York
$1K +$2.19K +87 New
SC
545
Stephens Consulting
Michigan
$429
JMF
546
Johnson Midwest Financial
Iowa
$58 +$1.56K +62 +2%
Citadel Advisors
547
Citadel Advisors
Florida
-$20.7M -820,532 Closed
Canada Life
548
Canada Life
Manitoba, Canada
-$12.7M -538,734 Closed
WMSA
549
Weiss Multi-Strategy Advisers
New York
-$10.8M -456,002 Closed
ECM
550
ExodusPoint Capital Management
New York
-$9.18M -388,259 Closed

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.