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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
VIA
151
Vident Investment Advisory
Georgia
$2.12M +$1.78M +90,243 +865%
PCA
152
PL Capital Advisors
Florida
$2.11M +$1.97M +100,000 New
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$2.09M +$415K +21,117 +27%
CIA
154
Capital Investment Advisors
Georgia
$2.07M -$28.7K -1,460 -1%
APF
155
Alaska Permanent Fund
Alaska
$2.07M -$4.45K -226 -0.2%
Janney Montgomery Scott
156
Janney Montgomery Scott
Pennsylvania
$2.02M -$17.3K -881 -0.9%
Holocene Advisors
157
Holocene Advisors
New York
$2.02M +$357K +18,119 +23%
Baird Financial Group
158
Baird Financial Group
Wisconsin
$2.01M -$580K -29,457 -24%
TAF
159
Tredje AP-fonden
Sweden
$1.99M -$547K -27,792 -23%
Wealthfront Advisers
160
Wealthfront Advisers
California
$1.89M +$486K +24,710 +38%
DGAM
161
Desjardins Global Asset Management
Quebec, Canada
$1.88M +$314K +15,963 +22%
ProShare Advisors
162
ProShare Advisors
Maryland
$1.86M +$246K +12,515 +16%
SAM
163
Shell Asset Management
Netherlands
$1.78M -$218K -11,055 -12%
II
164
IFM Investors
Australia
$1.76M +$49.3K +2,505 +3%
JHCP
165
Jackson Hole Capital Partners
Oklahoma
$1.76M -$7.08K -360 -0.4%
CC
166
Centiva Capital
New York
$1.75M +$1.64M +83,227 New
URS
167
Utah Retirement Systems
Utah
$1.75M +$114K +5,799 +8%
Truist Financial
168
Truist Financial
North Carolina
$1.73M -$1.12M -56,700 -41%
AWS
169
Atria Wealth Solutions
New York
$1.73M -$106K -5,376 -6%
IG
170
ING Group
Netherlands
$1.64M +$1.53M +77,989 New
SO
171
STRS Ohio
Ohio
$1.62M -$123K -6,243 -8%
Federated Hermes
172
Federated Hermes
Pennsylvania
$1.61M +$62K +3,149 +4%
BPC
173
Banque Pictet & Cie
Switzerland
$1.6M +$405K +20,560 +37%
Macquarie Group
174
Macquarie Group
Australia
$1.58M +$170K +8,617 +13%
EAM
175
Erste Asset Management
Austria
$1.57M +$1.44M +73,400 New

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.