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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
SA
476
SRH Advisors
Kansas
$17K
ADL
477
Asset Dedication LLC
California
$17K +$2.73K +139 +21%
FCA
478
Fortis Capital Advisors
Kansas
$16.3K +$15.2K +771 New
SIS
479
Sound Income Strategies
Florida
$16.2K
WB
480
Webster Bank
Connecticut
$16K +$14.8K +750 New
ASBI
481
American State Bank (Iowa)
Iowa
$15.8K +$14.8K +750 New
SWM
482
Sanctuary Wealth Management
Idaho
$15.8K +$14.8K +750 New
AWM
483
AllSquare Wealth Management
New York
$15.7K
OLVIG
484
Oliver Lagore Vanvalin Investment Group
Michigan
$15.6K +$6.16K +313 +74%
BIA
485
Bell Investment Advisors
California
$15.1K +$6.12K +311 +77%
JFA
486
JNBA Financial Advisors
Minnesota
$14.9K
BAM
487
Byrne Asset Management
New Jersey
$14.5K
NA
488
NewEdge Advisors
Louisiana
$13.7K +$85.5K +4,348 New
BTI
489
Blue Trust Inc
Georgia
$13K -$38.2K -1,940 -71%
FCMT
490
Founders Capital Management (Texas)
Texas
$13K
JIR
491
James Investment Research
Ohio
$13K
MPWT
492
MassMutual Private Wealth & Trust
Connecticut
$13K +$9.94K +505 +505%
JEST
493
JTC Employer Solutions Trustee
Jersey
$13K +$11.9K +605 New
CA
494
Crewe Advisors
Utah
$12.5K -$5.49K -279 -32%
TFS
495
TrustCore Financial Services
Tennessee
$12.3K
MSFP
496
Mark Sheptoff Financial Planning
Connecticut
$11.8K
APC
497
Aspire Private Capital
North Carolina
$11.4K +$6.38K +324 +149%
MWM
498
Mascoma Wealth Management
New Hampshire
$10.5K
WBC
499
West Branch Capital
Massachusetts
$10.5K
BWL
500
Bogart Wealth LLC
Virginia
$10.1K

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.