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DX

Dynex Capital

122 hedge funds and large institutions have $288M invested in Dynex Capital in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

392% more call options, than puts

Call options by funds: $3.73M | Put options by funds: $757K

69% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 29

4% less funds holding

Funds holding: 127122 (-5)

6% less capital invested

Capital invested by funds: $306M → $288M (-$18M)

6.68% less ownership

Funds ownership: 47.28%40.6% (-6.7%)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

Holders
122
Holders Change
-5
Holders Change %
-3.94%
% of All Funds
1.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
49
Reduced
29
Closed
20
Calls
$3.73M
Puts
$757K
Net Calls
+$2.97M
Net Calls Change
+$291K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
26
Credit Suisse
Switzerland
$1.23M +$30.3K +2,648 +3%
Goldman Sachs
27
Goldman Sachs
New York
$1.18M -$1.63M -141,993 -60%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$1.15M +$31.6K +2,764 +3%
Millennium Management
29
Millennium Management
New York
$1.12M -$20.7M -1,808,637 -95%
Barclays
30
Barclays
United Kingdom
$1.1M -$9.13K -798 -0.9%
JF
31
Jump Financial
Illinois
$903K +$825K +72,100 New
Lido Advisors
32
Lido Advisors
California
$849K +$768K +67,140 New
Legal & General Group
33
Legal & General Group
United Kingdom
$799K
Bank of America
34
Bank of America
North Carolina
$778K -$69.9K -6,108 -9%
LPL Financial
35
LPL Financial
California
$772K +$86.3K +7,541 +14%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$722K -$23.4K -2,046 -3%
AllianceBernstein
37
AllianceBernstein
Tennessee
$713K
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$709K -$58.7K -5,128 -8%
Osaic Holdings
39
Osaic Holdings
Arizona
$703K +$16.8K +1,466 +3%
PCM
40
Penserra Capital Management
California
$639K +$89.3K +7,798 +18%
QT
41
Quantbot Technologies
New York
$575K +$526K +45,921 New
Allianz Asset Management
42
Allianz Asset Management
Germany
$512K
Jane Street
43
Jane Street
New York
$482K +$217K +18,924 +97%
PCC
44
Park Circle Company
Maryland
$480K +$439K +38,350 New
CP
45
CenterBook Partners
Connecticut
$475K -$801K -69,991 -65%
Wells Fargo
46
Wells Fargo
California
$453K +$72.2K +6,307 +21%
UBS AM
47
UBS AM
Illinois
$444K +$79.4K +6,934 +24%
Verition Fund Management
48
Verition Fund Management
Connecticut
$440K +$402K +35,142 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$406K +$371K +32,431 New
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$402K -$355 -31 -0.1%

DX Hedge Fund Activity: Q4 2023 in Review

122 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dynex Capital (DX) for Q4 2023, worth a combined $288M — down 5.9% from $306M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of DX and 17 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 49 added.

The largest buyer was Morgan Stanley, adding an estimated $7.51M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $21.7M sold.

  • 122 institutional investors held Dynex Capital (DX) as of Q4 2023, down from 127 in Q3 2023.
  • Funds reported $288M of Dynex Capital stock for Q4 2023, down 5.9% quarter-over-quarter.
  • 17 funds opened new Dynex Capital positions in Q4 2023 and 20 closed out, a net change of -3 holders.
  • The largest Dynex Capital buyer in Q4 2023 was Morgan Stanley, an estimated $7.51M added.
  • The largest Dynex Capital seller in Q4 2023 was Balyasny Asset Management, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2023.