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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
COPPSERS
101
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.44M +$778K +39,560 +23%
Royal London Asset Management
102
Royal London Asset Management
United Kingdom
$4.4M +$289K +14,674 +8%
RIL
103
Rothschild Investment LLC
Illinois
$4.22M -$24.6K -1,250 -0.6%
IECM
104
Intrinsic Edge Capital Management
Illinois
$4.22M +$3.94M +200,000 New
SOADOR
105
State of Alaska Department of Revenue
Alaska
$4.21M +$184K +9,360 +5%
SLAM
106
Swiss Life Asset Management
$4.07M +$1.41M +71,513 +59%
MSV
107
MN Services Vermogensbeheer
Netherlands
$4.02M -$514K -26,100 -12%
Asset Management One
108
Asset Management One
Japan
$4.02M +$271K +13,769 +8%
VAG
109
VisionPoint Advisory Group
Texas
$3.94M +$3.53M +179,544 New
FAF
110
Fjarde Ap-fonden
Sweden
$3.93M -$22.4M -1,140,591 -86%
SSA
111
Schonfeld Strategic Advisors
New York
$3.86M +$356K +18,087 +11%
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$3.81M -$1.29M -65,415 -27%
PAMS
113
Pictet Asset Management (Switzerland)
Switzerland
$3.75M +$130K +6,632 +4%
RJA
114
Raymond James & Associates
Florida
$3.74M -$550K -27,964 -14%
RJFSA
115
Raymond James Financial Services Advisors
Florida
$3.73M -$171K -8,700 -5%
Handelsbanken Fonder
116
Handelsbanken Fonder
Sweden
$3.72M -$2.44M -123,878 -41%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$3.7M -$174K -8,839 -5%
Stifel Financial
118
Stifel Financial
Missouri
$3.69M -$380K -19,306 -10%
EW
119
Evoke Wealth
California
$3.65M +$178K +9,055 +6%
Korea Investment Corp
120
Korea Investment Corp
South Korea
$3.5M -$2.54M -129,303 -44%
KS
121
Karpas Strategies
Connecticut
$3.5M +$98.7K +5,014 +3%
CFGSD
122
Compass Financial Group (South Dakota)
South Dakota
$3.42M +$3.2M +162,390 New
CAN
123
Cetera Advisor Networks
California
$3.39M +$319K +16,197 +11%
Mitsubishi UFJ Asset Management
124
Mitsubishi UFJ Asset Management
Japan
$3.38M +$866K +44,026 +39%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$3.35M -$2.29M -116,296 -42%

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.