We are live on ! Find out more
NLY icon

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
Jane Street
276
Jane Street
New York
$482K -$4.42M -224,618 -91%
WPC
277
Wedmont Private Capital
Pennsylvania
$474K +$82.9K +4,212 +24%
MIC
278
Meridian Investment Counsel
California
$469K +$38.7K +1,968 +10%
TRCT
279
Tower Research Capital (TRC)
New York
$466K -$464K -23,599 -52%
SCM
280
Shelton Capital Management
Colorado
$465K +$434K +22,074 New
ASN
281
Advisory Services Network
Georgia
$462K -$11.1K -566 -3%
CIC
282
Carnegie Investment Counsel
Ohio
$461K -$3.76K -191 -0.9%
NFG
283
Nations Financial Group
Iowa
$457K +$83.8K +4,258 +24%
M&T Bank
284
M&T Bank
New York
$454K +$142K +7,202 +50%
PA
285
Profund Advisors
Maryland
$453K -$1.83K -93 -0.4%
IAS
286
Insigneo Advisory Services
Florida
$449K +$403K +20,460 New
SW
287
SkyOak Wealth
Michigan
$446K +$159K +8,100 +62%
SSWM
288
Strait & Sound Wealth Management
California
$441K +$386K +19,606 New
DEA
289
DoubleLine ETF Adviser
Florida
$436K +$407K +20,690 New
HFS
290
Howard Financial Services
Texas
$431K +$14.8K +750 +4%
CB
291
Commerce Bank
Missouri
$430K +$1.53K +78 +0.4%
WB
292
WesBanco Bank
West Virginia
$422K +$393K +19,993 New
PFO
293
PMC FIG Opportunities
Israel
$422K +$394K +20,000 New
WFA
294
WMG Financial Advisors
Tennessee
$417K +$389K +19,774 New
BCV
295
Banque Cantonale Vaudoise
Switzerland
$416K -$568K -28,850 -59%
WJWM
296
Williams Jones Wealth Management
New York
$415K +$4.58K +233 +1%
AGP
297
Autumn Glory Partners
Texas
$412K -$265K -13,482 -41%
TSWM
298
Tyler-Stone Wealth Management
Ohio
$412K +$5.67K +288 +1%
VFA
299
Values First Advisors
Tennessee
$396K +$101K +5,151 +38%
MFS
300
Mirabella Financial Services
United Kingdom
$391K -$273K -13,862 -43%

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.