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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
Walleye Trading
626
Walleye Trading
New York
-$269K -13,684 Closed
DF
627
Donoghue Forlines
Massachusetts
-$232K -13,505 Closed
BSW
628
Buckingham Strategic Wealth
Missouri
-$215K -12,502 Closed
MWM
629
Mission Wealth Management
California
-$210K -12,232 Closed
Luther King Capital Management (LKCM)
630
Luther King Capital Management (LKCM)
Texas
-$201K -11,739 Closed
MIAS
631
Mason Investment Advisory Services
Virginia
-$186K -10,864 Closed
IAA
632
Independent Advisor Alliance
North Carolina
-$180K -10,518 Closed
1IA
633
1834 Investment Advisors
Wisconsin
-$175K -10,225 Closed
VCA
634
Verdence Capital Advisors
Maryland
-$173K -10,093 Closed
SWM
635
Selective Wealth Management
Virginia
-$145K -8,423 Closed
Simplex Trading
636
Simplex Trading
Illinois
-$161K -8,172 Closed
WWMSC
637
Wagner Wealth Management (South Carolina)
South Carolina
-$130K -7,577 Closed
Acadian Asset Management
638
Acadian Asset Management
Massachusetts
-$111K -6,535 Closed
PI
639
PEAK6 Investments
Illinois
-$98K -5,692 Closed
ODG
640
O'Dell Group
Ohio
-$62K -3,591 Closed
MAM
641
Meeder Asset Management
Ohio
-$42K -2,441 Closed
GWSG
642
GPS Wealth Strategies Group
Colorado
-$37K -2,182 Closed
AssetMark Inc
643
AssetMark Inc
California
-$34K -1,969 Closed
SAM
644
Selway Asset Management
-$24K -1,387 Closed
FCG
645
Financial Connections Group
California
-$23K -1,384 Closed
M1FG
646
Mach-1 Financial Group
Arkansas
-$21K -1,275 Closed
FWM
647
Focused Wealth Management
New York
-$15K -897 Closed
BBHC
648
Brown Brothers Harriman & Co
New York
-$13K -754 Closed
AA
649
AlphaMark Advisors
Kentucky
-$11K -669 Closed
PHK
650
Point72 Hong Kong
Hong Kong
-$10K -601 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.