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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
DFG
51
Delphi Financial Group
Delaware
$490K – – –
Mackenzie Financial
52
Mackenzie Financial
Ontario, Canada
$476K – – –
KBC Group
53
KBC Group
Belgium
$474K +$17K +796 +4%
Los Angeles Capital Management
54
Los Angeles Capital Management
California
$469K +$333K +15,529 +230%
AAM
55
Advisors Asset Management
Colorado
$463K -$556K -25,966 -54%
CSS
56
Cubist Systematic Strategies
Connecticut
$451K +$459K +21,452 New
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$431K +$145K +6,765 +49%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$412K +$26.4K +1,235 +7%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$397K -$1.28K -60 -0.3%
IA
60
IndexIQ Advisors
New York
$395K -$2.16K -101 -0.5%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$385K – – –
OAM
62
Oberweis Asset Management
Illinois
$366K +$287K +13,382 +331%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$362K +$1.16K +54 +0.3%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$359K +$82.8K +3,867 +29%
SCA
65
Secor Capital Advisors
New York
$349K +$356K +16,610 New
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$345K -$54.9K -2,564 -14%
FM
67
Family Management
New York
$341K +$118K +5,520 +52%
UBS AM
68
UBS AM
Illinois
$338K +$49.8K +2,327 +17%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$333K -$19K -886 -5%
First Trust Advisors
70
First Trust Advisors
Illinois
$317K +$59.5K +2,777 +23%
DTL
71
Dynamic Technology Lab
Singapore
$306K -$27.1K -1,265 -8%
WAM
72
Wolverine Asset Management
Illinois
$306K +$56.9K +2,658 +22%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$293K +$13.5K +630 +5%
AllianceBernstein
74
AllianceBernstein
Tennessee
$274K -$22.8K -1,066 -8%
SCM
75
Sterling Capital Management
North Carolina
$258K +$6.53K +305 +3%
1 2
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.