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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
VCWA
751
Vanguard Capital Wealth Advisors
Colorado
-$71K -3,000 Closed
AOWM
752
Alpha Omega Wealth Management
Virginia
-$70K -2,980 Closed
PFO
753
Pathstone Family Office
New Jersey
-$70K -2,961 Closed
AIP
754
Ahrens Investment Partners
Louisiana
-$69K -2,929 Closed
PCS
755
Personal CFO Solutions
New Jersey
-$69K -2,919 Closed
FTDI
756
First Trust Direct Indexing
Massachusetts
-$69K -2,902 Closed
Dimensional Fund Advisors
757
Dimensional Fund Advisors
Texas
-$69K -2,900 Closed
PPP
758
Private Portfolio Partners
New Jersey
-$68.5K -2,896 Closed
DT
759
Diversified Trust
Tennessee
-$68K -2,890 Closed
WFA
760
WMG Financial Advisors
Tennessee
-$69K -2,883 Closed
EIC
761
Equity Investment Corp
Georgia
-$67K -2,848 Closed
RIM
762
Regent Investment Management
Kentucky
-$67K -2,838 Closed
MGIA
763
Moneta Group Investment Advisors
Missouri
-$67K -2,834 Closed
APA
764
Astoria Portfolio Advisors
New York
-$66K -2,807 Closed
RPCA
765
Running Point Capital Advisors
California
-$66K -2,784 Closed
SC
766
Scotia Capital
Ontario, Canada
-$65K -2,758 Closed
BAS
767
Brown Advisory Securities
Maryland
-$65K -2,754 Closed
ST
768
Sabal Trust
Florida
-$65K -2,750 Closed
OC
769
Oppenheimer & Co
New York
-$64K -2,731 Closed
BCP
770
Berkeley Capital Partners
Georgia
-$64K -2,726 Closed
EW
771
Element Wealth
Mississippi
-$64K -2,724 Closed
HI
772
Hendershot Investments
Virginia
-$64K -2,702 Closed
SQA
773
Simon Quick Advisors
New Jersey
-$70K -2,682 Closed
LOAMS
774
Lombard Odier Asset Management (Switzerland)
Switzerland
-$63K -2,672 Closed
AWM
775
Axxcess Wealth Management
California
-$62K -2,637 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.