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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
GCM
326
Greenland Capital Management
New York
$316K +$295K +15,000 New
Los Angeles Capital Management
327
Los Angeles Capital Management
California
$313K +$292K +14,826 New
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$311K -$702K -35,684 -71%
BFA
329
Beacon Financial Advisory
Ohio
$309K -$40.3K -2,047 -12%
PAM
330
Panagora Asset Management
Massachusetts
$304K +$66.4K +3,376 +31%
SPIA
331
Steward Partners Investment Advisory
New York
$304K -$322K -16,372 -53%
SFS
332
Sowell Financial Services
Arkansas
$300K +$279K +14,197 New
FTDI
333
First Trust Direct Indexing
Massachusetts
$298K +$278K +14,123 New
Bank of Nova Scotia
334
Bank of Nova Scotia
Ontario, Canada
$297K +$277K +14,088 New
Edgewood Management
335
Edgewood Management
Connecticut
$295K
HT
336
HAP Trading
New York
$295K +$275K +14,002 New
SB
337
Strategic Blueprint
Georgia
$294K -$3.07K -156 -1%
CRWM
338
Castle Rock Wealth Management
California
$290K -$221K -11,208 -47%
CF
339
Centaurus Financial
California
$286K +$267K +13,566 New
CCM
340
Coldstream Capital Management
Washington
$284K +$265K +13,493 New
EI
341
Ethic Inc
New York
$284K +$51.8K +2,633 +24%
William Blair & Company
342
William Blair & Company
Illinois
$284K -$650K -33,047 -71%
ONB
343
Old National Bancorp
Indiana
$283K +$264K +13,411 New
IWM
344
IHT Wealth Management
Illinois
$281K -$137K -6,965 -34%
NLP
345
Next Level Private
New York
$280K
JAM
346
Jupiter Asset Management
United Kingdom
$279K -$14M -710,908 -98%
LMIM
347
Lockheed Martin Investment Management
Maryland
$277K -$13.8K -700 -5%
KC
348
Kenfarb & Co
Kentucky
$274K +$256K +13,000 New
GAA
349
Global Assets Advisory
Florida
$268K -$1.85K -94 -0.7%
Capital Fund Management (CFM)
350
Capital Fund Management (CFM)
France
$263K +$246K +12,498 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.