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
BAS
576
Brown Advisory Securities
Maryland
$78K
BCP
577
Berkeley Capital Partners
Georgia
$77K
CWA
578
Clarus Wealth Advisors
Arizona
$77K
RC
579
RegentAtlantic Capital
New Jersey
$77K +$297 +10 +0.4%
BF
580
BOK Financial
Oklahoma
$76K -$35.1K -1,181 -30%
APA
581
Astoria Portfolio Advisors
New York
$76K -$7.16K -241 -8%
SC
582
SouthState Corp
Florida
$76K
FG
583
Fiduciary Group
Georgia
$75K -$52K -1,750 -38%
EW
584
Element Wealth
Mississippi
$75K +$1.16K +39 +1%
MFA
585
Morling Financial Advisors
California
$74K -$11.6K -390 -13%
BWM
586
Bulltick Wealth Management
Florida
$73.1K +$74.8K +2,518 New
IFWM
587
Institute for Wealth Management
Colorado
$73K
QPWM
588
Quadrant Private Wealth Management
Pennsylvania
$73K +$74.3K +2,500 New
9WM
589
9258 Wealth Management
Ohio
$72K +$75.8K +2,549 New
SFWA
590
Summit Financial Wealth Advisors
Louisiana
$71K -$37.6K -1,265 -33%
AWE
591
Avidian Wealth Enterprises
Texas
$71K -$1.6K -54 -2%
PA
592
Pinnacle Associates
New York
$71K +$74.4K +2,504 New
EI
593
Ethic Inc
New York
$71K +$75.4K +2,536 New
PWP
594
Principle Wealth Partners
Connecticut
$70K
CC
595
Corsicana & Co
Texas
$70K +$74.3K +2,500 New
GHAM
596
Gilman Hill Asset Management
Connecticut
$70K +$74.3K +2,500 New
MRWM
597
ML&R Wealth Management
Texas
$70K +$74.3K +2,500 New
KF
598
Krilogy Financial
Missouri
$70K +$74.4K +2,502 New
Carson Wealth (CWM LLC)
599
Carson Wealth (CWM LLC)
Nebraska
$69K +$43.2K +1,453 +146%
CCA
600
Catalyst Capital Advisors
New York
$64K -$2.02K -68 -3%

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.