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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
CS
51
Candriam SCA
Luxembourg
$11.9M +$420K +21,335 +4%
LPL Financial
52
LPL Financial
California
$11.8M +$1.19M +60,269 +12%
AIM
53
Achmea Investment Management
Netherlands
$11.5M +$10.8M +546,753 +1,592%
Osaic Holdings
54
Osaic Holdings
Arizona
$11.4M +$1.72M +87,415 +19%
WMSA
55
Weiss Multi-Strategy Advisers
New York
$11M +$10.2M +520,101 New
NIG
56
NFJ Investment Group
Texas
$10M +$9.34M +474,804 New
Barclays
57
Barclays
United Kingdom
$9.96M -$6.07M -308,413 -39%
Skandinaviska Enskilda Banken (SEB)
58
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.99M -$6.07M -308,333 -42%
AT
59
AMF Tjänstepension
Sweden
$8.77M -$2.65M -134,724 -25%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$8.58M +$279K +14,190 +4%
AB
61
Amalgamated Bank
New York
$8.5M +$1.78M +90,444 +29%
Ensign Peak Advisors
62
Ensign Peak Advisors
Utah
$8.46M +$1.33M +67,464 +20%
ECM
63
Evergreen Capital Management
Washington
$8.11M -$459K -23,337 -6%
MOACM
64
Mutual of America Capital Management
New York
$8.09M +$739K +37,553 +11%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.07M +$596K +30,300 +9%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$7.79M +$779K +39,612 +12%
GC
67
Guggenheim Capital
Illinois
$7.23M +$5.74M +291,642 +569%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$7.17M +$2.72M +138,041 +68%
AAM
69
Advisors Asset Management
Colorado
$7.13M +$931K +47,320 +16%
Aviva
70
Aviva
United Kingdom
$7.11M -$1.19M -60,620 -15%
CA
71
Cetera Advisors
Colorado
$6.74M -$13.1M -664,803 -68%
VOYA Investment Management
72
VOYA Investment Management
Georgia
$6.72M +$4.33K +220 +0.1%
TPSF
73
Texas Permanent School Fund
Texas
$6.63M +$87.6K +4,450 +1%
KBC Group
74
KBC Group
Belgium
$6.56M +$574K +29,182 +10%
HCM
75
Hollencrest Capital Management
California
$6.45M +$5.5M +279,606 +1,065%

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.