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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
SG Americas Securities
51
SG Americas Securities
New York
$402K +$241K +21,097 +191%
IAIM
52
International Assets Investment Management
Florida
$400K +$47.9K +4,186 +15%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$376K +$8.32K +727 +2%
AIG
54
American International Group
New York
$351K +$12.6K +1,104 +4%
MIM
55
MetLife Investment Management
New Jersey
$348K
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$321K +$90.7K +7,928 +45%
Deutsche Bank
57
Deutsche Bank
Germany
$309K -$7.22K -631 -2%
OIA
58
OneDigital Investment Advisors
Kansas
$308K +$85.8K +7,500 +44%
Nisa Investment Advisors
59
Nisa Investment Advisors
Missouri
$296K -$67.9K -5,932 -20%
AG
60
Algert Global
California
$294K +$269K +23,470 New
HFS
61
Howard Financial Services
Texas
$276K +$18.5K +1,617 +8%
VOYA Investment Management
62
VOYA Investment Management
Georgia
$272K +$4.44K +388 +2%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$265K +$13K +1,137 +6%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$253K
FCM
65
Family Capital Management
Michigan
$238K -$261K -22,845 -55%
Zurich Cantonal Bank
66
Zurich Cantonal Bank
Switzerland
$233K +$45.4K +3,968 +27%
AA
67
AlphaMark Advisors
Kentucky
$217K
CA
68
Cambridge Advisors
Nebraska
$213K
XT
69
XTX Topco
Cayman Islands
$210K +$192K +16,778 New
BC
70
Bridgefront Capital
Texas
$206K +$54.2K +4,738 +40%
KA
71
Kovack Advisors
Florida
$198K +$19.1K +1,670 +12%
CRC
72
Curi RMB Capital
Illinois
$196K
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$193K
ASRS
74
Arizona State Retirement System
Arizona
$190K -$2.91K -254 -2%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$189K -$23.2K -2,025 -12%

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.