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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
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$177K +$22K +1,919 +16%
WANY
77
Wealthspire Advisors (New York)
New York
$175K
AWS
78
Atria Wealth Solutions
New York
$166K +$9.19K +803 +7%
AFP
79
Ausdal Financial Partners
Iowa
$161K
CAN
80
Cetera Advisor Networks
California
$154K +$6.65K +581 +5%
Simplex Trading
81
Simplex Trading
Illinois
$143K +$131K +11,469 New
GCM
82
Graham Capital Management
Connecticut
$142K -$488K -42,675 -79%
RJA
83
Raymond James & Associates
Florida
$141K -$11K -965 -8%
SO
84
STRS Ohio
Ohio
$137K
FMTC
85
Farmers & Merchants Trust Company
California
$135K +$2.1K +183 +2%
Corient Private Wealth
86
Corient Private Wealth
Florida
$129K -$27K -2,363 -19%
Citigroup
87
Citigroup
New York
$114K +$97K +8,475 +1,343%
TRCT
88
Tower Research Capital (TRC)
New York
$105K +$11.9K +1,044 +14%
Canada Life
89
Canada Life
Manitoba, Canada
$83K
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$75.5K +$1.1K +96 +2%
AIP
91
Ameritas Investment Partners
Nebraska
$66.7K
AB
92
Amalgamated Bank
New York
$60K -$1.16K -101 -2%
Russell Investments Group
93
Russell Investments Group
United Kingdom
$53.2K +$263 +23 +0.5%
MLICM
94
Metropolitan Life Insurance Company (MetLife)
New York
$39.4K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$33.6K -$31.2K -2,728 -50%
ODG
96
O'Dell Group
Ohio
$25K +$22.9K +2,000 New
TWM
97
Tradition Wealth Management
Minnesota
$25K
QCG
98
Quadrant Capital Group
Ohio
$20.5K +$18.7K +1,637 New
RCM
99
Raleigh Capital Management
North Carolina
$11K +$1.15K +100 +13%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$10.4K +$332 +29 +4%

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.