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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
Lazard Asset Management
651
Lazard Asset Management
New York
$19K +$1.31K +44 +7%
RCM
652
Raleigh Capital Management
North Carolina
$19K +$19.9K +668 New
ADL
653
Asset Dedication LLC
California
$18K
JIR
654
James Investment Research
Ohio
$18K
BA
655
Bivin & Associates
Oklahoma
$17K
CA
656
Crewe Advisors
Utah
$17K
TFS
657
TrustCore Financial Services
Tennessee
$16K -$12.1K -408 -41%
CHC
658
City Holding Co
West Virginia
$16K
MSFP
659
Mark Sheptoff Financial Planning
Connecticut
$16K
CAL
660
Capital Analysts LLC
Pennsylvania
$16K +$862 +29 +5%
MMG
661
Monetary Management Group
Missouri
$16K +$3.71K +125 +29%
JPLA
662
Joseph P. Lucia & Associates
New York
$16K +$17.2K +580 New
A
663
AustralianSuper
Australia
$15.3K +$2.52M +84,836 +19%
CG
664
Cutler Group
California
$15K -$138K -4,652 -89%
LC
665
Lindbrook Capital
California
$14K -$59 -2 -0.4%
ARMC
666
American Research & Management Company
Massachusetts
$14K
AAP
667
Arax Advisory Partners
Colorado
$14K
MWM
668
Mascoma Wealth Management
New Hampshire
$14K
WBC
669
West Branch Capital
Massachusetts
$14K
BWL
670
Bogart Wealth LLC
Virginia
$14K +$14.3K +480 New
EWM
671
Evermay Wealth Management
Virginia
$14K +$14.9K +500 New
ZB
672
Zions Bancorporation
Utah
$13K -$1.81K -61 -11%
Fifth Third Bancorp
673
Fifth Third Bancorp
Ohio
$13K
EI
674
Ellevest Inc
New York
$12K -$10.1K -339 -44%
FHA
675
First Horizon Advisors
Tennessee
$12K +$11.5K +386 +1,206%

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.