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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
BL
301
Balentine LLC
Georgia
$383K +$358K +18,190 New
WP
302
Wedgewood Partners
Missouri
$383K -$65.9K -3,350 -16%
CW
303
CreativeOne Wealth
Kansas
$375K +$350K +17,788 New
MSAM
304
Moloney Securities Asset Management
Missouri
$373K +$25.3K +1,284 +8%
EH
305
Equitable Holdings
New York
$368K +$10.3K +523 +3%
PAG
306
Private Advisor Group
New Jersey
$368K +$741K +37,672 +60%
EOJOAM
307
E. Ohman J:or Asset Management
Sweden
$366K +$80.7K +4,100 +31%
Parallax Volatility Advisers
308
Parallax Volatility Advisers
California
$365K -$17.9K -912 -5%
PWM
309
Perigon Wealth Management
California
$364K +$340K +17,260 New
SG Americas Securities
310
SG Americas Securities
New York
$358K -$9.36M -475,523 -97%
IWC
311
Integrated Wealth Concepts
Massachusetts
$357K -$13.7K -694 -4%
GAM
312
Gotham Asset Management
New York
$351K +$327K +16,636 New
CFB
313
Cullen/Frost Bankers
Texas
$344K +$187K +9,500 +140%
ML
314
McAdam LLC
Pennsylvania
$339K +$634K +32,226 +290%
ASFA
315
All Season Financial Advisors
Colorado
$338K +$31.9K +1,622 +11%
Cerity Partners
316
Cerity Partners
New York
$336K +$313K +15,915 New
PRC
317
Pearl River Capital
Michigan
$332K -$657K -33,401 -68%
Franklin Resources
318
Franklin Resources
California
$329K -$331K -16,831 -52%
Millennium Management
319
Millennium Management
New York
$328K -$51.1M -2,596,148 -99%
AAS
320
Avantax Advisory Services
Texas
$327K +$31.2K +1,588 +11%
Toronto Dominion Bank
321
Toronto Dominion Bank
Ontario, Canada
$326K +$304K +15,457 New
SBIA
322
Sheaff Brock Investment Advisors
Indiana
$325K +$2.42K +123 +0.8%
CIBC Asset Management
323
CIBC Asset Management
Ontario, Canada
$324K -$19.4K -986 -6%
HHRDM
324
H&H Retirement Design & Management
Nevada
$318K +$708 +36 +0.3%
GPA
325
Guidance Point Advisors
Massachusetts
$317K +$73.7K +3,748 +33%

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.