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DX

Dynex Capital
DX

139 hedge funds and large institutions have $207M invested in Dynex Capital in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

68% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 34

19% more capital invested

Capital invested by funds: $173M → $207M (+$33.7M)

14% more funds holding

Funds holding: 122 → 139 (+17)

1.12% less ownership

Funds ownership: 16.11% → 14.99% (-1.1%)

Holders
139
Holders Change
+17
Holders Change %
+13.93%
% of All Funds
3.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
57
Reduced
34
Closed
8
Calls
$85K
Puts
–
Net Calls
+$85K
Net Calls Change
+$34K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$11M
2
Millennium Management
Millennium Management
New York
+$4.32M
3
CAM
ClariVest Asset Management
California
+$4.06M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$3.62M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3M

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$556K
2
OAM
Oxford Asset Management
United Kingdom
-$503K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$408K
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$359K
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$234K
Name Holding Trade Value Shares
Change 		Change in
Stake
VanEck Associates
26
VanEck Associates
New York
$1.97M -$65.8K -3,072 -3%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$1.95M +$72.1K +3,365 +4%
Citadel Advisors
28
Citadel Advisors
Florida
$1.93M +$46.2K +2,159 +2%
HIM
29
Hillsdale Investment Management
Ontario, Canada
$1.87M – – –
FQ
30
First Quadrant
California
$1.52M +$671K +31,341 +76%
Goldman Sachs
31
Goldman Sachs
New York
$1.52M +$85.3K +3,985 +6%
Citigroup
32
Citigroup
New York
$1.4M -$90.7K -4,237 -6%
CI
33
Cigna Investments
Connecticut
$1.39M +$954K +44,559 +205%
Charles Schwab
34
Charles Schwab
California
$1.35M +$4.75K +222 +0.3%
SFM
35
Systematic Financial Management
New Jersey
$1.28M -$105K -4,903 -7%
OAM
36
Oxford Asset Management
United Kingdom
$1.27M -$503K -23,508 -28%
AIMCA
37
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.22M +$997K +46,567 +411%
TA
38
Teachers Advisors
New York
$889K +$3.08K +144 +0.3%
TCIM
39
TIAA CREF Investment Management
New York
$874K -$204K -9,529 -19%
USAA
40
United Services Automobile Association
Texas
$863K +$879K +41,033 New
GC
41
Guggenheim Capital
Illinois
$739K +$207K +9,649 +38%
GC
42
Globeflex Capital
California
$734K +$748K +34,919 New
Bessemer Group
43
Bessemer Group
New Jersey
$665K -$132K -6,167 -16%
AG
44
Aperio Group
California
$642K -$87K -4,062 -12%
Wells Fargo
45
Wells Fargo
California
$596K +$119K +5,563 +24%
Swiss National Bank
46
Swiss National Bank
Switzerland
$593K – – –
CS
47
Credit Suisse
Switzerland
$558K -$98.9K -4,620 -15%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$558K +$194K +9,057 +52%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$552K +$30.6K +1,427 +6%
Balyasny Asset Management
50
Balyasny Asset Management
Illinois
$503K -$234K -10,941 -31%
1
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3 4 5

DX Hedge Fund Activity: Q4 2017 in Review

139 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Dynex Capital (DX) for Q4 2017, worth a combined $207M — up 19% from $173M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DX positions and 8 closed out — a net gain of 17 holders — while 57 added to existing stakes and 34 trimmed.

The largest buyer was Invesco, adding an estimated $11M. The largest seller was Advisors Asset Management, cutting an estimated $556K.

  • 139 institutional investors held Dynex Capital (DX) as of Q4 2017, up from 122 in Q3 2017.
  • Funds reported $207M of Dynex Capital stock for Q4 2017, up 19% quarter-over-quarter.
  • 25 funds opened new Dynex Capital positions in Q4 2017 and 8 closed out, a net change of +17 holders.
  • The largest Dynex Capital buyer in Q4 2017 was Invesco, an estimated $11M added.
  • The largest Dynex Capital seller in Q4 2017 was Advisors Asset Management, an estimated $556K sold.

Based on aggregated 13F filings for Q4 2017.