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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
KFGK
626
Keystone Financial Group (Kentucky)
Kentucky
-$167K -7,061 Closed
CAN
627
Claraphi Advisory Network
United States
-$164K -6,947 Closed
AC
628
Addison Capital
Pennsylvania
-$164K -6,925 Closed
JSL
629
JT Stratford LLC
Georgia
-$162K -6,854 Closed
WSTAM
630
Wilbanks Smith & Thomas Asset Management
Virginia
-$161K -6,796 Closed
JWCA
631
J.W. Cole Advisors
Florida
-$159K -6,712 Closed
KPW
632
Kore Private Wealth
New York
-$156K -6,594 Closed
SI
633
Saxon Interests
Texas
-$156K -6,579 Closed
SP
634
Successful Portfolios
Florida
-$154K -6,515 Closed
EP
635
Eudaimonia Partners
Tennessee
-$153K -6,472 Closed
SI
636
Stephens Inc
Arkansas
-$151K -6,400 Closed
MA
637
Mezzasalma Advisors
New Jersey
-$151K -6,390 Closed
FHC
638
First Heartland Consultants
Missouri
-$150K -6,370 Closed
CCP
639
Cassia Capital Partners
North Carolina
-$150K -6,338 Closed
ISL
640
Ingalls & Snyder LLC
New York
-$148K -6,276 Closed
FB
641
First Bancorp
Maine
-$147K -6,206 Closed
BPA
642
Beacon Pointe Advisors
California
-$147K -6,195 Closed
SMC
643
Smith, Moore & Co
Missouri
-$144K -6,113 Closed
LFAS
644
Level Four Advisory Services
Texas
-$144K -6,098 Closed
FSA
645
Fort Sheridan Advisors
Illinois
-$144K -6,076 Closed
HVIA
646
Hudson Valley Investment Advisors
New York
-$143K -6,050 Closed
CIA
647
Cladis Investment Advisory
Montana
-$142K -6,000 Closed
RCA
648
Reitz Capital Advisors
Michigan
-$141K -5,983 Closed
SC
649
Savant Capital
Illinois
-$140K -5,937 Closed
CPO
650
Cerity Partners OCIO
New York
-$140K -5,903 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.