We are live on ! Find out more
NLY icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$931M +$27.3M +917,111 +3%
BlackRock
2
BlackRock
New York
$705M -$24.3M -816,043 -3%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$283M +$142M +4,782,229 +91%
State Street
4
State Street
Massachusetts
$221M +$1.85M +62,156 +0.8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$153M +$22.7M +764,370 +16%
LSV Asset Management
6
LSV Asset Management
Illinois
$118M -$1.07M -36,007 -0.9%
Norges Bank
7
Norges Bank
Norway
$99.3M +$3.19M +107,352 +3%
Legal & General Group
8
Legal & General Group
United Kingdom
$74.8M +$3.72M +125,100 +5%
TSW
9
Thompson Siegel & Walmsley
Virginia
$74M +$19.4M +651,034 +33%
Northern Trust
10
Northern Trust
Illinois
$73.5M +$1.44M +48,612 +2%
Charles Schwab
11
Charles Schwab
California
$57M +$2.47M +83,148 +4%
UBS AM
12
UBS AM
Illinois
$53.8M +$7.09M +238,678 +14%
JP Morgan Chase
13
JP Morgan Chase
New York
$53.4M +$6.94M +233,383 +14%
Morgan Stanley
14
Morgan Stanley
New York
$52.9M +$1.66M +55,717 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$44.3M -$5.8M -195,182 -11%
Goldman Sachs
16
Goldman Sachs
New York
$39.3M -$13.7M -460,520 -25%
Marshall Wace
17
Marshall Wace
United Kingdom
$34.8M +$28.4M +955,326 +340%
First Trust Advisors
18
First Trust Advisors
Illinois
$34.1M +$2.58M +86,874 +8%
Citigroup
19
Citigroup
New York
$31.8M -$10.8M -363,370 -24%
Bank of America
20
Bank of America
North Carolina
$31.1M +$3.93M +132,361 +14%
Invesco
21
Invesco
Georgia
$30.1M +$4.82M +162,113 +18%
VanEck Associates
22
VanEck Associates
New York
$28.7M -$5.48M -184,225 -15%
SAM
23
Storebrand Asset Management
Norway
$25.8M -$1.85M -62,162 -6%
AT
24
AMF Tjänstepension
Sweden
$25.7M
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$24.6M -$17.5M -589,205 -40%

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.