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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
Nomura Asset Management
126
Nomura Asset Management
Japan
$3.2M +$954K +48,484 +47%
RPA
127
Rock Point Advisors
Vermont
$3.19M -$126K -6,404 -4%
CWM
128
CIBC World Markets
New York
$3.18M -$506K -25,710 -15%
BCM
129
BlueCrest Capital Management
Jersey
$3.16M +$2.95M +150,000 New
KCFA
130
Key Client Fiduciary Advisors
New Jersey
$3.13M -$161K -8,203 -5%
DnB Asset Management
131
DnB Asset Management
Norway
$3.06M +$363K +18,427 +15%
GIA
132
Gateway Investment Advisers
Ohio
$2.99M +$1.95K +99 +0.1%
SOMRS
133
State of Michigan Retirement System
Michigan
$2.95M +$325K +16,500 +13%
ASRS
134
Arizona State Retirement System
Arizona
$2.79M +$278K +14,111 +12%
BI
135
Bramshill Investments
Florida
$2.78M -$965K -49,025 -27%
AIP
136
Ameritas Investment Partners
Nebraska
$2.74M +$203K +10,322 +9%
Russell Investments Group
137
Russell Investments Group
United Kingdom
$2.73M +$321K +16,329 +15%
LSERS
138
Louisiana State Employees Retirement System
Louisiana
$2.64M +$209K +10,625 +9%
BFM
139
Boothbay Fund Management
New York
$2.64M +$2.22M +112,729 +917%
UIM
140
USS Investment Management
United Kingdom
$2.62M -$528K -26,819 -18%
FIM
141
FWL Investment Management
Texas
$2.61M +$2.44M +123,890 New
Fidelity International
142
Fidelity International
Bermuda
$2.49M +$750K +38,136 +48%
ACM
143
Ategra Capital Management
Virginia
$2.46M -$921K -46,813 -29%
Canada Pension Plan Investment Board
144
Canada Pension Plan Investment Board
Ontario, Canada
$2.38M +$757K +38,450 +52%
Pacer Advisors
145
Pacer Advisors
Pennsylvania
$2.34M +$2.19M +111,202 New
DZ Bank
146
DZ Bank
Germany
$2.33M +$2.18M +110,689 New
Victory Capital Management
147
Victory Capital Management
Texas
$2.33M -$14.5M -736,566 -87%
HighTower Advisors
148
HighTower Advisors
Illinois
$2.3M -$454K -23,089 -17%
BB
149
Bell Bank
North Dakota
$2.24M +$29.3K +1,487 +1%
Mariner
150
Mariner
Kansas
$2.17M +$1.13M +57,409 +126%

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.