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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
N
26
Nuveen
North Carolina
$24.2M -$49K -2,490 -0.2%
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$24.1M +$7.05M +358,261 +46%
Goldman Sachs
28
Goldman Sachs
New York
$23.7M -$20.9M -1,063,791 -49%
VanEck Associates
29
VanEck Associates
New York
$23M +$424K +21,548 +2%
UBS Group
30
UBS Group
Switzerland
$22M +$16.5M +838,934 +411%
SAM
31
Storebrand Asset Management
Norway
$20.6M -$284K -14,430 -1%
Deutsche Bank
32
Deutsche Bank
Germany
$19.9M -$1.77M -89,818 -9%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$19.7M +$1.36M +69,201 +8%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$18.1M +$7.12M +361,944 +73%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$17.7M +$1.33M +67,638 +9%
Retirement Systems of Alabama
36
Retirement Systems of Alabama
Alabama
$17.7M +$1.03M +52,304 +7%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$16.8M -$932K -47,372 -6%
Allianz Asset Management
38
Allianz Asset Management
Germany
$16.3M -$5.9M -300,042 -28%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$16.2M +$7.18M +365,058 +90%
AIG
40
American International Group
New York
$15.4M +$952K +48,407 +7%
Swedbank
41
Swedbank
Sweden
$15.2M +$142K +7,211 +1%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$13.4M +$11.2M +569,762 +852%
CIM
43
Chiron Investment Management
New York
$13.4M +$1.64M +83,418 +15%
MCM
44
Moore Capital Management
New York
$13.2M +$12.3M +625,000 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$12.7M +$10.6M +540,092 +883%
Wells Fargo
46
Wells Fargo
California
$12.3M -$1.85M -94,053 -14%
Amundi
47
Amundi
France
$12.3M -$1.66M -84,605 -13%
WHG
48
Westwood Holdings Group
Texas
$12.2M -$602K -30,610 -5%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$12.1M +$1.36M +68,900 +14%
Citigroup
50
Citigroup
New York
$11.9M -$2.01M -101,944 -15%

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.