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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
ZF
676
Zhang Financial
Michigan
-$116K -4,908 Closed
ACM
677
AlphaStar Capital Management
North Carolina
-$114K -4,810 Closed
PGWM
678
Parisi Gray Wealth Management
New Jersey
-$114K -4,804 Closed
HKAM
679
Horizon Kinetics Asset Management
New York
-$113K -4,799 Closed
MCM
680
MAI Capital Management
Ohio
-$113K -4,764 Closed
GLA
681
Great Lakes Advisors
Illinois
-$110K -4,660 Closed
CFA
682
Compass Financial Advisors
Indiana
-$110K -4,638 Closed
SIMG
683
Sonora Investment Management Group
Arizona
-$109K -4,619 Closed
S
684
Schroders
United Kingdom
-$107K -4,560 Closed
GLA
685
Good Life Advisors
Pennsylvania
-$107K -4,544 Closed
MPCG
686
Matrix Private Capital Group
New York
-$110K -4,500 Closed
TC
687
Telemus Capital
Michigan
-$106K -4,500 Closed
TF
688
Tompkins Financial
New York
-$106K -4,500 Closed
APP
689
Avantax Planning Partners
Iowa
-$105K -4,456 Closed
TLP
690
Tri Locum Partners
New York
-$104K -4,417 Closed
SG
691
Stonnington Group
California
-$107K -4,375 Closed
FBFS
692
First Business Financial Services
Wisconsin
-$102K -4,318 Closed
BJL
693
Brighton Jones LLC
Washington
-$102K -4,311 Closed
BBVA
694
Banco Bilbao Vizcaya Argentaria
Spain
-$102K -4,299 Closed
AI
695
ArchPoint Investors
Florida
-$103K -4,188 Closed
SFA
696
Sequoia Financial Advisors
Ohio
-$98K -4,155 Closed
BI
697
Ballast Inc
Kentucky
-$98K -4,150 Closed
UAS
698
United Asset Strategies
New York
-$97K -4,123 Closed
CI
699
Cigna Investments
Connecticut
-$97K -4,073 Closed
WAAG
700
Wealth Alliance Advisory Group
Kansas
-$96K -4,061 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.