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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
SAM
701
Secure Asset Management
Michigan
-$95K -4,000 Closed
BP
702
Ballentine Partners
Massachusetts
-$94K -3,989 Closed
CPIG
703
Chicago Partners Investment Group
Illinois
-$110K -3,983 Closed
Fisher Asset Management
704
Fisher Asset Management
Washington
-$93K -3,935 Closed
FAIM
705
Financial Advocates Investment Management
Washington
-$92K -3,872 Closed
AWAP
706
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
-$91K -3,861 Closed
SB
707
Sunflower Bank
Texas
-$91K -3,840 Closed
TA
708
TFG Advisers
Michigan
-$90K -3,797 Closed
SFWA
709
Summit Financial Wealth Advisors
Louisiana
-$98K -3,780 Closed
AHC
710
Adell Harriman & Carpenter
Texas
-$88.7K -3,750 Closed
GBA
711
Garrison Bradford & Associates
New York
-$89K -3,750 Closed
MGP
712
Metis Global Partners
California
-$89K -3,739 Closed
MSFS
713
Main Street Financial Solutions
Pennsylvania
-$88K -3,713 Closed
PP
714
Patten & Patten
Tennessee
-$85K -3,606 Closed
9WM
715
9258 Wealth Management
Ohio
-$85K -3,575 Closed
AA
716
Apriem Advisors
California
-$85K -3,575 Closed
CA
717
Continuum Advisory
Idaho
-$84K -3,563 Closed
TYCC
718
Texas Yale Capital Corp
Florida
-$83K -3,526 Closed
CG
719
Caprock Group
Idaho
-$86K -3,521 Closed
PWM
720
Perigon Wealth Management
California
-$83K -3,504 Closed
BBA
721
BLB&B Advisors
Pennsylvania
-$82K -3,450 Closed
GWM
722
Greenwich Wealth Management
Connecticut
-$81K -3,426 Closed
BCM
723
Bayesian Capital Management
New York
-$81K -3,425 Closed
BB
724
Busey Bank
Illinois
-$81K -3,425 Closed
WEG
725
World Equity Group
Illinois
-$80.7K -3,415 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.