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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
PA
351
Parallel Advisors
California
$260K +$55.7K +2,830 +30%
AGA
352
Arkos Global Advisors
Texas
$260K
SWP
353
Stratos Wealth Partners
Ohio
$256K +$7.16K +364 +3%
AFA
354
American Financial Advisors
Georgia
$253K +$31.6K +1,606 +15%
CPA
355
Cowen Prime Advisors
New York
$252K +$173K +8,800 +279%
SIA
356
Schechter Investment Advisors
Michigan
$252K +$235K +11,939 New
NYLIM
357
New York Life Investment Management
New York
$248K -$27.7K -1,407 -11%
PNAA
358
Pictet North America Advisors
Switzerland
$248K
LNC
359
Lincoln National Corp
Pennsylvania
$245K -$24.1K -1,226 -10%
FCH
360
Freestone Capital Holdings
Washington
$243K -$191K -9,700 -46%
CWP
361
Core Wealth Partners
California
$243K +$173K +8,801 New
MHS
362
M Holdings Securities
Oregon
$242K +$1.32K +67 +0.6%
MAS
363
Meeder Advisory Services
Ohio
$242K +$226K +11,472 New
GWMIA
364
Global Wealth Management Investment Advisory
Florida
$239K -$89.2K -4,536 -29%
AAP
365
Arax Advisory Partners
Colorado
$239K -$630 -32 -0.3%
MA
366
Mutual Advisors
Nebraska
$237K -$21.2K -1,076 -9%
SCFS
367
S.C. Financial Services
Arizona
$237K +$221K +11,250 New
C
368
Covestor
United Kingdom
$235K +$29.5K +1,500 +16%
Verition Fund Management
369
Verition Fund Management
Connecticut
$235K -$200K -10,152 -48%
WE
370
Wealth Effects
Massachusetts
$235K -$58.2K -2,960 -21%
VI
371
Vestcor Inc
New Brunswick, Canada
$234K +$18.6K +947 +9%
GSIAS
372
Garden State Investment Advisory Services
New Jersey
$233K +$217K +11,029 New
KAS
373
Kestra Advisory Services
Texas
$232K +$217K +11,007 New
HI
374
Harbour Investments
Wisconsin
$231K -$653K -33,211 -75%
Axa
375
Axa
France
$229K +$214K +10,887 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.