Ray Dalio's NLY Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 68,878 shares of Annaly Capital Management, Inc. (NLY) worth $1.39 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in NLY, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2019, adding 209,941 shares. Largest reduction occurred in Q3 2019, reducing 256,836 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Annaly Capital Management (NLY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Annaly Capital Management (NLY) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +35,772 | Add 0.00% | 35,772 | $50.29 |
| Q3 2013 | +73,809 | Add 206.33% | 109,581 | $46.32 |
| Q4 2013 | -109,581 | Sold Out | 0 | $0.00 |
| Q3 2014 | +16,875 | New Buy | 16,875 | $42.73 |
| Q4 2014 | +55,175 | Add 326.96% | 72,050 | $43.23 |
| Q1 2015 | -33,125 | Reduce 45.98% | 38,925 | $41.59 |
| Q2 2015 | -38,925 | Sold Out | 0 | $0.00 |
| Q3 2015 | +10,725 | New Buy | 10,725 | $39.44 |
| Q4 2015 | +53,525 | Add 499.07% | 64,250 | $37.53 |
| Q1 2016 | -44,075 | Reduce 68.60% | 20,175 | $41.04 |
| Q2 2016 | -16,475 | Reduce 81.66% | 3,700 | $44.32 |
| Q3 2016 | -3,700 | Sold Out | 0 | $0.00 |
| Q2 2018 | +18,452 | New Buy | 18,452 | $41.13 |
| Q3 2018 | +7,094 | Add 38.45% | 25,546 | $40.91 |
| Q4 2018 | +82,640 | Add 323.49% | 108,186 | $39.28 |
| Q1 2019 | -24,198 | Reduce 22.37% | 83,988 | $39.96 |
| Q2 2019 | +209,941 | Add 249.97% | 293,929 | $36.52 |
| Q3 2019 | -256,836 | Reduce 87.38% | 37,093 | $35.21 |
| Q4 2019 | -37,093 | Sold Out | 0 | $0.00 |
| Q2 2022 | +193,562 | New Buy | 193,562 | $23.64 |
| Q3 2022 | -104,029 | Reduce 53.74% | 89,533 | $17.16 |
| Q4 2022 | -52,636 | Reduce 58.79% | 36,897 | $21.08 |
| Q1 2023 | -36,897 | Sold Out | 36,897 | $21.08 |
| Q3 2025 | +68,878 | New Buy | 68,878 | $20.21 |
Ray Dalio's Annaly Capital Management Investment FAQs
Ray Dalio first purchased Annaly Capital Management, Inc. (NLY) in Q2 2013, acquiring 35,772 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Annaly Capital Management, Inc. (NLY) for 33 quarters since Q2 2013.
Ray Dalio's largest addition to Annaly Capital Management, Inc. (NLY) was in Q2 2019, adding 293,929 shares worth $10.73 M.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 68,878 shares of Annaly Capital Management, Inc. (NLY), valued at approximately $1.39 M.
As of the Q3 2025 filing, Annaly Capital Management, Inc. (NLY) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Annaly Capital Management, Inc. (NLY) was 293,929 shares, as reported at the end of Q2 2019.