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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
Nomura Holdings
426
Nomura Holdings
Japan
$70K +$64.9K +3,299 New
UB
427
UMB Bank
Missouri
$69K +$64.2K +3,265 New
National Bank of Canada
428
National Bank of Canada
Quebec, Canada
$68.1K -$1.8M -91,496 -97%
BWP
429
Baldwin Wealth Partners
Massachusetts
$63.2K +$29.5K +1,500 +100%
SC
430
SouthState Corp
Florida
$57.1K -$20 -1 -0%
DMBA
431
Deseret Mutual Benefit Administrators
Utah
$56.8K -$66.7K -3,390 -56%
MA
432
Montag & Associates
Georgia
$55.6K
SVCP
433
Silicon Valley Capital Partners
California
$52.7K +$49.2K +2,500 New
BHWM
434
Beaird Harris Wealth Management
Texas
$50.7K +$177 +9 +0.4%
AAG
435
Armstrong Advisory Group
Massachusetts
$46.6K +$43.5K +2,209 New
NSIM
436
North Star Investment Management
Illinois
$45.6K +$472 +24 +1%
Fifth Third Bancorp
437
Fifth Third Bancorp
Ohio
$45.2K +$28.7K +1,457 +212%
HBW
438
Hazlett, Burt & Watson
West Virginia
$44K +$98 +5 +0.2%
EWA
439
EverSource Wealth Advisors
Alabama
$42.4K +$37.3K +1,895 +1,648%
PMFA
440
Plante Moran Financial Advisors
Michigan
$42K +$25.3K +1,284 +182%
GIA
441
GHP Investment Advisors
Colorado
$41.7K +$197 +10 +0.5%
LFG
442
Larson Financial Group
Missouri
$41.3K +$846 +43 +2%
TFA
443
Toth Financial Advisory
Virginia
$38.2K
CT
444
Caldwell Trust
Florida
$37.4K +$2.46K +125 +8%
WT
445
Washington Trust
Rhode Island
$37.2K +$34.7K +1,763 New
TFGT
446
TS Financial Group (TSFG)
Illinois
$35K
Lazard Asset Management
447
Lazard Asset Management
New York
$35K +$31.4K +1,596 +1,834%
OIA
448
Optimum Investment Advisors
Illinois
$33.7K
EWM
449
Evermay Wealth Management
Virginia
$32.1K +$18.9K +962 +192%
AWM
450
Accel Wealth Management
Iowa
$31.7K -$2.93K -149 -9%

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.