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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
RA
551
Rise Advisors
New York
$1.35K +$59 +3 +5%
PWMG
552
Prestige Wealth Management Group
New Jersey
$1.34K -$1.14K -58 -49%
BWM
553
BerganKDV Wealth Management
Minnesota
$1.31K -$5.33K -271 -81%
FHA
554
First Horizon Advisors
Tennessee
$1.26K -$20 -1 -2%
LIA
555
Luken Investment Analytics
Tennessee
$1.05K +$984 +50 New
AA
556
Ancora Advisors
Ohio
$1K -$63.4K -3,223 -99%
VNA
557
Valley National Advisers
Pennsylvania
$1K
CI Investments Inc
558
CI Investments Inc
Ontario, Canada
$1K +$79 +4 +18%
CAL
559
Capital Advisors Ltd
Ohio
$1K +$905 +46 New
Jones Financial Companies
560
Jones Financial Companies
Missouri
$1K +$1.18K +60 New
LF
561
Lee Financial
Texas
$970
TPCW
562
TD Private Client Wealth
New York
$696 +$649 +33 New
YAL
563
Your Advocates Ltd
Texas
$632
TIM
564
Tortoise Investment Management
New York
$552 +$20 +1 +4%
LWP
565
Lumature Wealth Partners
Georgia
$527
SC
566
Stephens Consulting
Michigan
$527
TCWA
567
Ten Capital Wealth Advisors
Washington
$506
SWA
568
Sutton Wealth Advisors
Florida
$401 -$2.09K -106 -85%
CAS
569
Coppell Advisory Solutions
Texas
$253 +$236 +12 New
CASC
570
Coppell Advisory Solutions Corp
Texas
$253 +$236 +12 New
FFA
571
Farther Finance Advisors
California
$169 +$157 +8 New
CMP
572
Coston McIsaac & Partners
Maine
$5 +$216 +11 +5%
Renaissance Technologies
573
Renaissance Technologies
New York
-$44.8M -2,608,115 Closed
UBS AM
574
UBS AM
Illinois
-$39.5M -2,299,317 Closed
Qube Research & Technologies (QRT)
575
Qube Research & Technologies (QRT)
United Kingdom
-$37.3M -2,174,676 Closed

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.