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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
Wells Fargo
51
Wells Fargo
California
$11.6M +$6.03M +239,256 +55%
Citigroup
52
Citigroup
New York
$11.5M -$6.67M -264,878 -28%
SEI Investments
53
SEI Investments
Pennsylvania
$11.3M +$9.52M +377,768 +136%
WorldQuant Millennium Advisors
54
WorldQuant Millennium Advisors
New York
$11.2M +$16.5M +655,301 New
Amundi
55
Amundi
France
$10.9M +$4.06M +161,025 +34%
WHG
56
Westwood Holdings Group
Texas
$10.5M -$331K -13,152 -2%
BC
57
Brookfield Corp
Ontario, Canada
$9.61M +$14.1M +560,085 New
AT
58
AMF Tjänstepension
Sweden
$9.54M -$9.02M -357,989 -40%
CIM
59
Chiron Investment Management
New York
$9.44M -$2.85M -113,175 -17%
CS
60
Candriam SCA
Luxembourg
$9.34M +$12.8M +508,037 +1,398%
Mitsubishi UFJ Trust & Banking
61
Mitsubishi UFJ Trust & Banking
Japan
$9.05M +$1.1M +43,560 +9%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$8.63M -$259K -10,278 -2%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$8.55M +$2.68M +106,203 +27%
LPL Financial
64
LPL Financial
California
$8.55M +$735K +29,172 +6%
SG Americas Securities
65
SG Americas Securities
New York
$8.45M +$6.23M +247,118 +101%
FAF
66
Fjarde Ap-fonden
Sweden
$7.84M +$25.1M +995,315 +300%
Osaic Holdings
67
Osaic Holdings
Arizona
$7.75M +$27K +1,073 +0.2%
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$7.18M +$10M +397,753 +1,919%
OSAM
69
O'Shaughnessy Asset Management
Connecticut
$7.14M -$9.76M -387,319 -48%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$6.94M +$2.44M +96,999 +32%
Aviva
71
Aviva
United Kingdom
$6.83M +$4.27M +169,575 +74%
ECM
72
Evergreen Capital Management
Washington
$6.74M -$3.83M -152,102 -28%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$6.74M +$231K +9,182 +2%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.05M +$8.61M +341,503 +3,037%
MOACM
75
Mutual of America Capital Management
New York
$5.94M +$8.72M +346,136 New

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.