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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
SPA
776
Sentinel Pension Advisors
Massachusetts
-$151K -4,825 Closed
CANY
777
Caxton Associates (New York)
New York
-$148K -4,720 Closed
FA
778
FDx Advisors
Illinois
-$145K -4,650 Closed
PIA
779
Perennial Investment Advisors
California
-$133K -4,256 Closed
LA
780
Latitude Advisors
Florida
-$124K -3,967 Closed
HI
781
Hendershot Investments
Virginia
-$123K -3,940 Closed
EWM
782
Edge Wealth Management
New York
-$122K -3,888 Closed
IIA
783
IPG Investment Advisors
California
-$124K -3,850 Closed
SWA
784
SFMG Wealth Advisors
Texas
-$108K -3,464 Closed
IFG
785
Investors Financial Group
Minnesota
-$104K -3,340 Closed
PAMG
786
Patton Albertson Miller Group
Tennessee
-$104K -3,313 Closed
SS
787
Sunbelt Securities
Texas
-$100K -3,303 Closed
HWM
788
HB Wealth Management
Georgia
-$103K -3,300 Closed
ACM
789
Advance Capital Management
Michigan
-$102K -3,251 Closed
PFO
790
Pathstone Family Office
New Jersey
-$95K -3,005 Closed
EWA
791
EP Wealth Advisors
California
-$94K -2,996 Closed
WFI
792
West Family Investments
California
-$87K -2,780 Closed
PI
793
PFS Investments
Georgia
-$86K -2,750 Closed
MCM
794
McMillion Capital Management
North Carolina
-$85K -2,723 Closed
CFA
795
Camarda Financial Advisors
Florida
-$82K -2,627 Closed
CL
796
Choreo LLC
Illinois
-$82K -2,623 Closed
HC
797
HNP Capital
New York
-$81K -2,583 Closed
VRM
798
Vectors Research Management
New York
-$76.4K -2,570 -99%
SWP
799
Summit Wealth Partners
Florida
-$80.2K -2,564 Closed
CAAS
800
Capital Asset Advisory Services
Michigan
-$82K -2,548 Closed

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.