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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
GWM
601
Geneos Wealth Management
Colorado
-$234K -9,632 Closed
BCM
602
Brookstone Capital Management
Illinois
-$226K -9,251 Closed
CW
603
CreativeOne Wealth
Kansas
-$206K -8,702 Closed
NICM
604
Neo Ivy Capital Management
New York
-$205K -8,674 Closed
Axa
605
Axa
France
-$204K -8,640 Closed
CAGAS
606
Capital Advisory Group Advisory Services
Minnesota
-$229K -8,630 Closed
GT
607
Glenmede Trust
Pennsylvania
-$202K -8,602 Closed
SBH
608
Segall Bryant & Hamill
Illinois
-$202K -8,496 Closed
OIA
609
OneDigital Investment Advisors
Kansas
-$197K -8,327 Closed
AWM
610
Apollon Wealth Management
South Carolina
-$195K -8,256 Closed
PCMC
611
Paragon Capital Management (Colorado)
Colorado
-$195K -8,254 Closed
FA
612
FDx Advisors
Illinois
-$194K -8,226 Closed
AWA
613
Arkadios Wealth Advisors
Georgia
-$193K -8,174 Closed
EIP
614
Easterly Investment Partners
Massachusetts
-$193K -8,165 Closed
CWM
615
Cadence Wealth Management
Massachusetts
-$191K -8,096 Closed
PTC
616
Private Trust Company
Ohio
-$189K -7,976 Closed
BTWM
617
Baker Tilly Wealth Management
Wisconsin
-$186K -7,852 Closed
SIC
618
Samalin Investment Counsel
New York
-$182K -7,701 Closed
KFA
619
Kelleher Financial Advisors
New York
-$180K -7,637 Closed
ICP
620
Interchange Capital Partners
Pennsylvania
-$180K -7,616 Closed
CIAS
621
Capital Investment Advisory Services
North Carolina
-$179K -7,560 Closed
Group One Trading
622
Group One Trading
Illinois
-$190K -7,538 Closed
QC
623
Quantedge Capital
Singapore
-$174K -7,350 Closed
HIP
624
HUB Investment Partners
Texas
-$169K -7,139 Closed
WLIM
625
White Lighthouse Investment Management
Massachusetts
-$168K -7,125 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.