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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
GI
401
Gradient Investments
Minnesota
$134K +$19.8K +1,005 +19%
CTC
402
Central Trust Company
Missouri
$130K +$49.2K +2,500 +68%
TWM
403
Tradition Wealth Management
Minnesota
$129K +$71.6K +3,638 +147%
CT
404
Clearstead Trust
Maine
$119K
NFSG
405
Newbridge Financial Services Group
Florida
$117K +$27.9K +1,419 +34%
AS
406
Altshuler Shaham
Israel
$108K +$101K +5,137 New
RFA
407
Register Financial Advisors
Georgia
$100K +$93.5K +4,750 New
TF
408
Tompkins Financial
New York
$95K +$88.5K +4,500 New
FDCDDQ
409
Federation des caisses Desjardins du Quebec
Quebec, Canada
$92.1K -$590K -29,988 -87%
S
410
SignatureFD
Georgia
$90K -$3.52K -179 -4%
HNB
411
Huntington National Bank
Ohio
$85.5K -$43K -2,187 -35%
Carson Wealth (CWM LLC)
412
Carson Wealth (CWM LLC)
Nebraska
$85K +$4.72K +240 +6%
CA
413
CoreCap Advisors
Michigan
$82.7K +$77.2K +3,925 New
MCI
414
MRP Capital Investments
Georgia
$82.7K +$77.2K +3,925 New
HIA
415
Harbor Investment Advisory
Maryland
$81.8K
CCA
416
Catalyst Capital Advisors
New York
$77.9K +$13.4K +680 +23%
CT
417
Colonial Trust
South Carolina
$77.3K -$215K -10,951 -75%
GRP
418
Global Retirement Partners
California
$76.7K +$35.3K +1,796 +97%
GC
419
Gould Capital
Washington
$75.6K +$2.3K +117 +3%
FWA
420
Freedom Wealth Alliance
Wisconsin
$75.4K +$70.4K +3,579 New
N
421
Natixis
France
$75.1K +$70.1K +3,561 New
EMFAT
422
Emerald Mutual Fund Advisers Trust
Pennsylvania
$72.1K +$67.3K +3,419 New
JMF
423
Johnson Midwest Financial
Iowa
$72K +$315 +16 +0.5%
BWA
424
BDO Wealth Advisors
Florida
$70.6K -$19.9K -1,012 -23%
PP
425
PFS Partners
New Jersey
$70.2K +$453 +23 +0.7%

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.