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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
PAS
251
Park Avenue Securities
New York
$641K +$187K +9,506 +46%
LGA
252
Lebenthal Global Advisors
New York
$640K +$64K +3,251 +12%
AA
253
ALPS Advisors
Colorado
$629K -$128K -6,518 -18%
MG
254
Mather Group
Illinois
$627K +$48.3K +2,453 +9%
O
255
Ossiam
France
$622K -$688K -34,972 -54%
Group One Trading
256
Group One Trading
Illinois
$619K +$578K +29,354 New
SIA
257
Soltis Investment Advisors
Utah
$615K +$9.92K +504 +2%
TD Asset Management
258
TD Asset Management
Ontario, Canada
$614K +$573K +29,121 New
RC
259
RBF Capital
California
$598K -$672K -34,146 -55%
FFA
260
Founders Financial Alliance
North Carolina
$593K +$155K +7,901 +39%
GG
261
Golden Green
South Carolina
$586K +$547K +27,818 New
KA
262
Kovack Advisors
Florida
$580K -$8.03K -408 -1%
GA
263
GraniteShares Advisors
New York
$578K +$70.9K +3,605 +15%
IA
264
IFP Advisors
Florida
$572K -$957K -48,618 -64%
Natixis Advisors
265
Natixis Advisors
Massachusetts
$572K +$217K +11,042 +69%
JMPWA
266
JP Morgan Private Wealth Advisors
California
$561K -$272K -13,835 -34%
BIM
267
Bridgecreek Investment Management
Oklahoma
$559K +$521K +26,500 New
RCI
268
RS Crum Inc
California
$554K
Daiwa Securities Group
269
Daiwa Securities Group
Japan
$538K +$47.2K +2,400 +10%
PCC
270
Park Circle Company
Maryland
$527K -$20.2K -1,025 -4%
IAN
271
Integrated Advisors Network
Texas
$512K +$477K +24,267 New
KeyBank National Association
272
KeyBank National Association
Ohio
$511K -$85.5K -4,347 -15%
SSG
273
Summit Securities Group
New York
$505K -$23.6K -1,200 -5%
Squarepoint
274
Squarepoint
New York
$503K -$1.18M -60,213 -72%
Corient Private Wealth
275
Corient Private Wealth
Florida
$496K +$463K +23,511 New

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.