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Annaly Capital Management

573 hedge funds and large institutions have $5.18B invested in Annaly Capital Management in 2022 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 221 increasing their positions, 170 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 85

30% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 170

20% more capital invested

Capital invested by funds: $4.33B → $5.18B (+$848M)

4% more funds holding

Funds holding: 553573 (+20)

6.57% less ownership

Funds ownership: 58.92%52.35% (-6.6%)

30% less call options, than puts

Call options by funds: $167M | Put options by funds: $238M

Holders
573
Holders Change
+20
Holders Change %
+3.62%
% of All Funds
9.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
115
Increased
221
Reduced
170
Closed
85
Calls
$167M
Puts
$238M
Net Calls
-$70.8M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
SeaCrest Wealth Management
New York
$812K +$301K +15,298 +66%
AWM
227
AE Wealth Management
Kansas
$809K -$206K -10,461 -21%
IMCOOI
228
Investment Management Corp of Ontario (IMCO)
Canada
$809K +$755K +38,386 New
PP
229
Prudential plc
United Kingdom
$801K -$1.31M -66,436 -64%
AA
230
AlphaCentric Advisors
Puerto Rico
$791K
PCMU
231
Paragon Capital Management (Utah)
Utah
$783K +$106K +5,366 +17%
BA
232
Bridgewater Associates
Connecticut
$778K -$1.04M -52,636 -59%
MSRPS
233
Maryland State Retirement & Pension System
Maryland
$775K +$66K +3,354 +10%
SMDAM
234
Sumitomo Mitsui DS Asset Management
Japan
$769K +$249K +12,664 +53%
ICA
235
Infrastructure Capital Advisors
New York
$764K +$64.8K +3,292 +10%
IFG
236
Independent Financial Group
California
$762K +$41.2K +2,094 +6%
SEI Investments
237
SEI Investments
Pennsylvania
$749K -$12.2M -620,180 -95%
Rockefeller Capital Management
238
Rockefeller Capital Management
New York
$746K +$138K +7,026 +25%
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$736K -$600K -30,484 -47%
PFO
240
Pathstone Family Office
New Jersey
$714K +$674K +34,238 New
WA
241
WealthTrust Axiom
Pennsylvania
$706K -$42.4K -2,154 -6%
BMCM
242
Burns Matteson Capital Management
New York
$687K +$642K +32,611 New
JIC
243
Johnson Investment Counsel
Ohio
$682K +$11.7K +596 +2%
FAM
244
Family Asset Management
South Carolina
$679K +$633K +32,188 New
HI
245
Horizon Investments
North Carolina
$676K +$631K +32,059 New
DBIA
246
Dumont & Blake Investment Advisors
New Jersey
$669K -$93K -4,727 -13%
IIM
247
INTECH Investment Management
Florida
$655K +$27.1K +1,379 +5%
MFG
248
MidWestOne Financial Group
Iowa
$655K +$194K +9,846 +46%
PCM
249
Penserra Capital Management
California
$652K +$110K +5,575 +22%
Nordea Investment Management
250
Nordea Investment Management
Sweden
$643K +$36.2K +1,839 +6%

NLY Hedge Fund Activity: Q4 2022 in Review

573 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Annaly Capital Management (NLY) for Q4 2022, worth a combined $5.18B — up 20% from $4.33B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new NLY positions and 85 closed out — a net gain of 30 holders — while 221 added to existing stakes and 170 trimmed.

The largest buyer was Vanguard Group, adding an estimated $73.9M. The largest seller was Millennium Management, cutting an estimated $51.1M.

  • 573 institutional investors held Annaly Capital Management (NLY) as of Q4 2022, up from 553 in Q3 2022.
  • Funds reported $5.18B of Annaly Capital Management stock for Q4 2022, up 20% quarter-over-quarter.
  • 115 funds opened new Annaly Capital Management positions in Q4 2022 and 85 closed out, a net change of +30 holders.
  • The largest Annaly Capital Management buyer in Q4 2022 was Vanguard Group, an estimated $73.9M added.
  • The largest Annaly Capital Management seller in Q4 2022 was Millennium Management, an estimated $51.1M sold.

Based on aggregated 13F filings for Q4 2022.