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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
OPPTF
601
OPSEU Pension Plan Trust Fund
Ontario, Canada
-$779K -44,656 Closed
APP
602
Alpha Paradigm Partners
Illinois
-$593K -34,534 Closed
MYAM
603
Meiji Yasuda Asset Management
Japan
-$576K -33,590 Closed
AC
604
Allstate Corporation
Illinois
-$532K -31,000 Closed
DBRC
605
D.B. Root & Company
Pennsylvania
-$456K -26,618 Closed
QT
606
Quantamental Technologies
New York
-$453K -26,413 Closed
SCA
607
Snowden Capital Advisors
New York
-$402K -23,482 Closed
VFA
608
Valeo Financial Advisors
Indiana
-$380K -22,139 Closed
QIM
609
Quantitative Investment Management
Virginia
-$374K -21,841 Closed
SWP
610
Strategic Wealth Partners
Ohio
-$373K -21,734 Closed
Walleye Capital
611
Walleye Capital
New York
-$351K -20,461 Closed
HIM
612
Hillsdale Investment Management
Ontario, Canada
-$332K -19,375 Closed
WCM
613
WealthBridge Capital Management
Ohio
-$110K -18,600 Closed
GTCM
614
Gyon Technologies Capital Management
New Jersey
-$319K -18,575 Closed
FFA
615
First Foundation Advisors
California
-$309K -17,978 Closed
PGFC
616
Peapack-Gladstone Financial Corp
New Jersey
-$308K -17,922 Closed
SF
617
Symphony Financial
Texas
-$306K -17,477 Closed
AWS
618
AJ Wealth Strategies
New York
-$293K -17,101 Closed
PIM
619
Perpetual Investment Management
Australia
-$287K -16,750 Closed
PFA
620
Peak Financial Advisors
Colorado
-$285K -16,634 Closed
CCG
621
Coastwise Capital Group
California
-$276K -16,069 Closed
GT
622
Greenleaf Trust
Michigan
-$262K -15,247 Closed
HT
623
Heritage Trust
Oklahoma
-$259K -15,079 Closed
LAM
624
Lingohr Asset Management
Germany
-$274K -14,763 Closed
CP
625
Camelot Portfolios
Ohio
-$240K -13,983 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.