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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
DWA
451
Delos Wealth Advisors
Texas
$31.7K
LAM
452
Lakewood Asset Management
Illinois
$31K +$29K +1,475 New
GWS
453
Glassman Wealth Services
Virginia
$30.4K +$21.1K +1,073 +292%
RBC
454
Romano Brothers & Co
Illinois
$29.7K +$27.7K +1,407 New
WPA
455
West Paces Advisors
Georgia
$26.4K
AWM
456
Atticus Wealth Management
Florida
$26.4K +$24.6K +1,250 New
FMTCOCP
457
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K
CSPIA
458
Cary Street Partners Investment Advisory
Virginia
$25.8K +$24.1K +1,225 New
CHA
459
Carmichael Hill & Associates
Maryland
$25.6K +$6.75K +343 +39%
TCM
460
Tradewinds Capital Management
Washington
$25.3K
HCP
461
Hexagon Capital Partners
Arkansas
$25K -$91K -4,624 -80%
CFGS
462
Concourse Financial Group Securities
Alabama
$24.4K +$21.9K +1,113 New
BC
463
Brookfield Corp
Ontario, Canada
$24.4K -$11M -558,929 -100%
Balyasny Asset Management
464
Balyasny Asset Management
Illinois
$24.3K +$22.7K +1,152 New
SIC
465
SJS Investment Consulting
Ohio
$24.2K -$1.04K -53 -4%
HCM
466
Highlander Capital Management
New Jersey
$24K
JWA
467
JFS Wealth Advisors
Pennsylvania
$23.7K
EI
468
Ellevest Inc
New York
$22.8K -$86K -4,372 -80%
LC
469
Lindbrook Capital
California
$22.3K +$9.17K +466 +79%
RTC
470
Riverview Trust Company
Washington
$21K +$20K +1,014 New
TAM
471
Tucker Asset Management
Colorado
$21K
BC
472
Barrett & Company
Rhode Island
$19.5K
AWM
473
Accurate Wealth Management
Florida
$18.5K +$16.4K +831 New
HFM
474
Harvest Fund Management
China
$18K
HGERS
475
Householder Group Estate & Retirement Specialist
Arizona
$17K

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.