We are live on ! Find out more
NLY icon

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
USAA
201
United Services Automobile Association
Texas
$990K +$46.1K +2,345 +5%
SPC
202
Sigma Planning Corp
Michigan
$990K +$310K +15,761 +51%
BCM
203
Bayesian Capital Management
New York
$989K +$923K +46,900 New
OPA
204
Old Port Advisors
Maine
$976K +$99.6K +5,060 +12%
DIP
205
DT Investment Partners
Pennsylvania
$965K -$70.3K -3,572 -7%
DIA
206
Dana Investment Advisors
Wisconsin
$962K -$31.6K -1,608 -3%
CWM
207
Cedar Wealth Management
California
$951K +$297K +15,097 +50%
TIM
208
Triad Investment Management
California
$935K
NMIMC
209
Northwestern Mutual Investment Management Company
Wisconsin
$913K -$373K -18,958 -30%
SAM
210
Securian Asset Management
Minnesota
$906K +$846K +42,994 New
TIM
211
Thompson Investment Management
Wisconsin
$905K +$228K +11,599 +37%
BAM
212
Belpointe Asset Management
Nevada
$903K +$96.9K +4,924 +13%
CIM
213
Confluence Investment Management
Missouri
$884K
US Bancorp
214
US Bancorp
Minnesota
$877K -$23.5K -1,195 -3%
TG
215
TCW Group
California
$874K -$5.25M -266,986 -87%
BCIM
216
British Columbia Investment Management
British Columbia, Canada
$871K -$23.5K -1,193 -3%
Mackenzie Financial
217
Mackenzie Financial
Ontario, Canada
$862K +$130K +6,607 +19%
WWM
218
Western Wealth Management
Colorado
$853K -$507K -25,743 -39%
Caisse de Depot et Placement du Quebec (CDPQ)
219
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$852K -$1.99M -100,956 -71%
VPIM
220
Vanguard Personalized Indexing Management
California
$839K -$24.2K -1,231 -3%
AI
221
AXS Investments
New York
$824K +$256K +13,000 +50%
BRWA
222
B. Riley Wealth Advisors
Florida
$819K +$140K +7,100 +23%
TC
223
TownSquare Capital
Utah
$815K +$164K +8,320 +27%
WIS
224
Wright Investors Service
Connecticut
$814K +$760K +38,632 New
Wellington Management Group
225
Wellington Management Group
Massachusetts
$813K -$25.5M -1,294,995 -97%

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.