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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
BHWM
601
Beaird Harris Wealth Management
Texas
$64K
AWM
602
AllSquare Wealth Management
New York
$63K -$22.3K -750 -25%
TWM
603
Tradition Wealth Management
Minnesota
$61K -$94.5K -3,178 -60%
Federated Hermes
604
Federated Hermes
Pennsylvania
$61K
GWSG
605
GPS Wealth Strategies Group
Colorado
$61K
AS
606
Altshuler Shaham
Israel
$60K +$7.25K +244 +13%
AWM
607
Atticus Wealth Management
Florida
$60K +$11.1K +375 +21%
MRCM
608
M&R Capital Management
New Jersey
$59K
NSIM
609
North Star Investment Management
Illinois
$59K +$416 +14 +0.7%
HBW
610
Hazlett, Burt & Watson
West Virginia
$59K +$62.7K +2,108 New
DHGWA
611
Dixon Hughes Goodman Wealth Advisors
North Carolina
$53K +$54.3K +1,828 +3,656%
TFA
612
Toth Financial Advisory
Virginia
$51K
WT
613
Washington Trust
Rhode Island
$49K
AWM
614
Accel Wealth Management
Iowa
$47K -$134K -4,498 -73%
CT
615
Caldwell Trust
Florida
$46.4K
GRP
616
Global Retirement Partners
California
$46K +$16.5K +556 +45%
OIA
617
Optimum Investment Advisors
Illinois
$45K -$11.7K -392 -20%
BWP
618
Baldwin Wealth Partners
Massachusetts
$42K
DWA
619
Delos Wealth Advisors
Texas
$42K
CWAF
620
Core Wealth Advisors (Florida)
Florida
$42K +$4.82K +162 +12%
NIM
621
NuWave Investment Management
New Jersey
$41K -$310K -10,445 -88%
PCG
622
Private Capital Group
Connecticut
$37K -$3.92K -132 -9%
PFGIA
623
Patriot Financial Group Insurance Agency
Massachusetts
$36K -$36.6K -1,230 -49%
CFGS
624
Concourse Financial Group Securities
Alabama
$36K -$15.4K -517 -30%
TCM
625
Tradewinds Capital Management
Washington
$36K -$2.23K -75 -6%

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.