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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
PWPS
376
Pinnacle Wealth Planning Services
Ohio
$226K +$7.06K +359 +3%
WWG
377
West Wealth Group
California
$224K +$9.43K +479 +5%
Wolverine Trading
378
Wolverine Trading
Illinois
$222K -$151K -7,650 -42%
GVAG
379
Great Valley Advisor Group
Delaware
$222K -$773K -39,265 -79%
BAM
380
Brave Asset Management
New Jersey
$222K -$19.1K -970 -8%
WAP
381
Wealthcare Advisory Partners
Pennsylvania
$221K +$206K +10,478 New
Impax Asset Management Group
382
Impax Asset Management Group
United Kingdom
$218K -$139K -7,083 -41%
SBH
383
Segall Bryant & Hamill
Illinois
$215K +$201K +10,207 New
SWP
384
ShoreHaven Wealth Partners
New Jersey
$213K +$79 +4 +0%
PHS
385
Pekin Hardy Strauss
Illinois
$211K
UCFA
386
United Capital Financial Advisors
Texas
$206K -$61.5K -3,127 -24%
WG
387
Welch Group
Alabama
$205K +$192K +9,747 New
FWP
388
Firethorn Wealth Partners
Georgia
$205K +$192K +9,745 New
JWM
389
Jupiter Wealth Management
Colorado
$204K +$35.2K +1,789 +23%
PTC
390
Private Trust Company
Ohio
$204K +$190K +9,676 New
PG
391
Proffitt & Goodson
Tennessee
$203K +$8.85K +450 +5%
DAS
392
Dynamic Advisor Solutions
Arizona
$201K -$79.9K -4,061 -30%
BMSSC
393
B. Metzler seel. Sohn & Co
Germany
$200K -$82K -4,167 -31%
ABLA
394
Alan B. Lancz & Associates
Ohio
$196K
CG
395
Cutler Group
California
$186K +$130K +6,608 +295%
MCC
396
Money Concepts Capital
Florida
$178K +$150K +7,633 +938%
WAM
397
Worth Asset Management
Texas
$173K +$31.5K +1,599 +24%
QCG
398
Quadrant Capital Group
Ohio
$155K +$99.5K +5,058 +219%
PI
399
PGGM Investments
Netherlands
$152K +$142K +7,230 New
T
400
TOBAM
France
$148K -$51.4K -2,612 -27%

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.