We are live on ! Find out more
DX

Dynex Capital
DX

107 hedge funds and large institutions have $241M invested in Dynex Capital in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 29

24% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $2.29M

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

1% less funds holding

Funds holding: 108 → 107 (-1)

4% less capital invested

Capital invested by funds: $252M → $241M (-$10.7M)

2.82% less ownership

Funds ownership: 42.26% → 39.44% (-2.8%)

Holders
107
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
40
Reduced
29
Closed
21
Calls
$2.83M
Puts
$2.29M
Net Calls
+$540K
Net Calls Change
+$763K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$15M
2
BFM
Boothbay Fund Management
New York
+$10.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.94M
4
Goldman Sachs
Goldman Sachs
New York
+$3.23M
5
CF
Centaurus Financial
California
+$2.06M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$20.2M
2
Wells Fargo
Wells Fargo
California
-$6.5M
3
Marshall Wace
Marshall Wace
United Kingdom
-$5.11M
4
CS
Credit Suisse
Switzerland
-$3M
5
Morgan Stanley
Morgan Stanley
New York
-$1.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
76
Russell Investments Group
United Kingdom
$98K -$63.5K -3,661 -38%
AIP
77
Ameritas Investment Partners
Nebraska
$40K – – –
Marshall Wace
78
Marshall Wace
United Kingdom
$35K -$5.11M -294,593 -99%
Canada Life
79
Canada Life
Manitoba, Canada
$27K – – –
Zurich Cantonal Bank
80
Zurich Cantonal Bank
Switzerland
$27K – – –
NFG
81
Next Financial Group
Texas
$22K +$18.1K +1,046 +330%
WAM
82
Wolverine Asset Management
Illinois
$21K +$22.3K +1,283 New
BAM
83
Baldrige Asset Management
Pennsylvania
$20K – – –
GWM
84
Geneos Wealth Management
Colorado
$19K +$12.1K +700 +159%
IA
85
IFP Advisors
Florida
$17K – – –
TWM
86
Tradition Wealth Management
Minnesota
$17K – – –
TRCT
87
Tower Research Capital (TRC)
New York
$16K -$1.44K -83 -8%
AS
88
Altshuler Shaham
Israel
$10K +$10.1K +584 New
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$9K – – –
AF
90
Advisornet Financial
Minnesota
$7K +$173 +10 +2%
DHGWA
91
Dixon Hughes Goodman Wealth Advisors
North Carolina
$7K +$7.11K +410 New
PA
92
Parallel Advisors
California
$4K +$1.34K +77 +49%
HI
93
Harbour Investments
Wisconsin
$3K – – –
PMFA
94
Plante Moran Financial Advisors
Michigan
$3K – – –
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$2K – – –
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$2K +$17 +1 +0.7%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.53K +146 New
Fidelity Investments
98
Fidelity Investments
Massachusetts
$1K -$20.2M -1,164,610 -100%
US Bancorp
99
US Bancorp
Minnesota
$1K -$13.7K -791 -96%
MCM
100
Manchester Capital Management
Vermont
$1K +$1.06K +61 New
1 2 3
4
5

DX Hedge Fund Activity: Q4 2021 in Review

107 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dynex Capital (DX) for Q4 2021, worth a combined $241M — down 4.2% from $252M a quarter earlier.

Fund positioning in DX was balanced in Q4 2021: 21 funds opened new positions, 21 closed out, 40 added to existing stakes and 29 trimmed.

The largest buyer was Invesco, adding an estimated $15M. The largest seller was Fidelity Investments, cutting an estimated $20.2M.

  • 107 institutional investors held Dynex Capital (DX) as of Q4 2021, down from 108 in Q3 2021.
  • Funds reported $241M of Dynex Capital stock for Q4 2021, down 4.2% quarter-over-quarter.
  • 21 funds opened new Dynex Capital positions in Q4 2021 and 21 closed out, a net change of 0 holders.
  • The largest Dynex Capital buyer in Q4 2021 was Invesco, an estimated $15M added.
  • The largest Dynex Capital seller in Q4 2021 was Fidelity Investments, an estimated $20.2M sold.

Based on aggregated 13F filings for Q4 2021.