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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
IFWM
776
Institute for Wealth Management
Colorado
-$61K -2,594 Closed
PA
777
Pinnacle Associates
New York
-$61K -2,591 Closed
TF
778
TIAA FSB
Florida
-$61K -2,585 Closed
SFG
779
StrategIQ Financial Group
Indiana
-$60K -2,548 Closed
CAAS
780
Capital Asset Advisory Services
Michigan
-$62K -2,520 Closed
BWM
781
Bulltick Wealth Management
Florida
-$61.7K -2,518 Closed
FPAS
782
Focus Partners Advisor Solutions
Missouri
-$59K -2,513 Closed
AWE
783
Avidian Wealth Enterprises
Texas
-$59K -2,507 Closed
PWP
784
Principle Wealth Partners
Connecticut
-$59K -2,505 Closed
CC
785
Corsicana & Co
Texas
-$59K -2,500 Closed
MRWM
786
ML&R Wealth Management
Texas
-$59K -2,500 Closed
AWM
787
Atticus Wealth Management
Florida
-$50K -2,125 Closed
WT
788
Washington Trust
Rhode Island
-$42K -1,763 Closed
FNBOSM
789
First National Bank of South Miami
Florida
-$33K -1,394 Closed
PFGIA
790
Patriot Financial Group Insurance Agency
Massachusetts
-$28K -1,193 Closed
CFGS
791
Concourse Financial Group Securities
Alabama
-$29.3K -1,163 Closed
WT
792
Whittier Trust
California
-$27K -1,162 Closed
CA
793
CoreCap Advisors
Michigan
-$26K -1,109 Closed
WB
794
Webster Bank
Connecticut
-$18K -750 Closed
VVP
795
Venture Visionary Partners
Ohio
-$15.9K -673 Closed
JPLA
796
Joseph P. Lucia & Associates
New York
-$14K -580 Closed
ETC
797
Exchange Traded Concepts
Oklahoma
-$9K -399 Closed
COCM
798
Charter Oak Capital Management
New Hampshire
-$9K -366 Closed
JFGIW
799
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$5K -213 Closed
AW
800
ACG Wealth
Georgia
-$4K -158 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.