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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
BlackRock
1
BlackRock
New York
$1.15B +$18.6M +944,264 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$945M +$73.9M +3,755,827 +9%
State Street
3
State Street
Massachusetts
$340M +$24.6M +1,252,662 +9%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$305M +$973K +49,442 +0.3%
Marshall Wace
5
Marshall Wace
United Kingdom
$177M -$19.2M -976,200 -10%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$154M +$13.7M +696,069 +10%
Northern Trust
7
Northern Trust
Illinois
$104M +$7.43M +377,814 +8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$93.7M +$7.73M +392,880 +10%
Legal & General Group
9
Legal & General Group
United Kingdom
$87.1M +$4.11M +208,840 +5%
LSV Asset Management
10
LSV Asset Management
Illinois
$84.9M -$1.54M -78,437 -2%
Norges Bank
11
Norges Bank
Norway
$83.2M -$1.05M -53,310 -1%
Morgan Stanley
12
Morgan Stanley
New York
$65.3M +$6.1M +309,839 +11%
Charles Schwab
13
Charles Schwab
California
$58.6M +$6.22M +316,335 +13%
JP Morgan Chase
14
JP Morgan Chase
New York
$55.5M +$11.9M +604,754 +30%
Invesco
15
Invesco
Georgia
$53.2M +$22M +1,119,750 +80%
Principal Financial Group
16
Principal Financial Group
Iowa
$38.7M +$2.09M +106,306 +6%
TSW
17
Thompson Siegel & Walmsley
Virginia
$37.7M -$12.1M -614,313 -26%
First Trust Advisors
18
First Trust Advisors
Illinois
$35.2M +$8.12M +412,519 +33%
Bank of America
19
Bank of America
North Carolina
$32.4M -$10.3M -521,934 -25%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$30.5M +$25.4M +1,291,929 +829%
CS
21
Credit Suisse
Switzerland
$29.7M +$3.28M +166,521 +13%
Ameriprise
22
Ameriprise
Minnesota
$29.3M +$2.47M +125,427 +10%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$28.5M +$1.72M +87,359 +7%
AllianceBernstein
24
AllianceBernstein
Tennessee
$24.9M +$3.02M +153,717 +15%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$24.5M +$1.4M +71,169 +7%

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.