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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
FCFS
526
First Command Financial Services
Texas
$4K
RMC
527
Resources Management Corp
Connecticut
$4K
OAJ
528
Ogorek Anthony Joseph
New York
$4K +$177 +9 +5%
FMII
529
Farmers & Merchants Investments Inc
Nebraska
$3.9K +$2.75K +140 +311%
ACM
530
Antonetti Capital Management
Florida
$3.69K
CFD
531
Creative Financial Designs
Indiana
$3.5K
EARNEST Partners
532
EARNEST Partners
Georgia
$3.5K
IRC
533
Investors Research Corp
Georgia
$3.16K
HFM
534
Hartford Financial Management
Connecticut
$3.08K
GEA
535
Glen Eagle Advisors
New Jersey
$3.02K +$118 +6 +4%
PB
536
Pinnacle Bancorp
Nebraska
$3K +$2.99K +152 New
VCM
537
Versant Capital Management
Arizona
$2.85K -$2.68K -136 -50%
CA
538
Clearstead Advisors
Ohio
$2.63K -$1.93K -98 -44%
HS
539
Horan Securities
United States
$2.63K
SCA
540
Stonebridge Capital Advisors
Minnesota
$2.63K
JWM
541
Janiczek Wealth Management
Colorado
$2.15K +$1.79K +91 New
ZB
542
Zions Bancorporation
Utah
$2.07K -$6.77K -344 -78%
PPWM
543
PFG Private Wealth Management
Florida
$2K
POIA
544
Pin Oak Investment Advisors
Texas
$2K
FA
545
Fiduciary Alliance
South Carolina
$1.96K +$1.83K +93 New
GJIA
546
Glass Jacobson Investment Advisors
Maryland
$1.69K +$1.57K +80 New
MSCM
547
McElhenny Sheffield Capital Management
Texas
$1.58K +$1.48K +75 New
CM
548
Cornerstone Management
Georgia
$1.54K -$19.7K -1,000 -93%
NECFA
549
New England Capital Financial Advisors
Connecticut
$1.41K +$1.22K +62 New
WTC
550
WhitTier Trust Company
Nevada
$1.39K +$1.3K +66 New

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.