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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
EARNEST Partners
701
EARNEST Partners
Georgia
$5K
CA
702
Clearstead Advisors
Ohio
$4K
HS
703
Horan Securities
United States
$4K
IRC
704
Investors Research Corp
Georgia
$4K
SCA
705
Stonebridge Capital Advisors
Minnesota
$4K
HFM
706
Hartford Financial Management
Connecticut
$4K +$2.11K +71 +95%
OLVIG
707
Oliver Lagore Vanvalin Investment Group
Michigan
$4K +$3.71K +125 New
SMG
708
Spectrum Management Group
Indiana
$4K +$4.46K +150 New
PB
709
Pinnacle Bancorp
Nebraska
$4K +$4.55K +153 New
BCWM
710
Bartlett & Co Wealth Management
Ohio
$3.33K +$3.42K +115 New
CP
711
Castleview Partners
Texas
$3K -$25.4K -853 -87%
RA
712
Rise Advisors
New York
$3K +$89 +3 +3%
SSC
713
Syverson Strege & Co
Iowa
$3K +$89 +3 +3%
POIA
714
Pin Oak Investment Advisors
Texas
$3K +$1.49K +50 +122%
BC
715
Bartlett & Co
Ohio
$3K +$3.42K +115 New
T
716
TCWP
Ohio
$3K +$3.51K +118 New
SWA
717
Sutton Wealth Advisors
Florida
$2.56K
CM
718
Cornerstone Management
Georgia
$2.08K
BWM
719
BerganKDV Wealth Management
Minnesota
$2K
CFN
720
Cordasco Financial Network
Florida
$2K
FCT
721
First Community Trust
Iowa
$2K
RE
722
RBC Europe
United Kingdom
$2K
AWM
723
Avior Wealth Management
Nebraska
$2K +$89 +3 +3%
MPWT
724
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.25K +42 +127%
Macquarie Group
725
Macquarie Group
Australia
$1.78K -$83.3K -2,802 -4%

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.