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DX

Dynex Capital

120 hedge funds and large institutions have $193M invested in Dynex Capital in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

0% more capital invested

Capital invested by funds: $193M → $193M (+$493K)

0.17% more ownership

Funds ownership: 17.34%17.52% (+0.17%)

7% less funds holding

Funds holding: 129120 (-9)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
120
Holders Change
-9
Holders Change %
-6.98%
% of All Funds
2.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
50
Reduced
31
Closed
16
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$22K
Nisa Investment Advisors
102
Nisa Investment Advisors
Missouri
$14K
RQS
103
Ramsey Quantitative Systems
Kentucky
$14K +$3.81K +198 +38%
RFA
104
Reilly Financial Advisors
California
$11K
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$10.9K -$24.8K -1,290 -69%
PFGIA
106
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$1.92K +100 +23%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$6K
QCG
108
Quadrant Capital Group
Ohio
$6K +$3.08K +160 +77%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$6K +$4.52K +235 +313%
RFC
110
Regions Financial Corp
Alabama
$5K
US Bancorp
111
US Bancorp
Minnesota
$5K
WAS
112
Winch Advisory Services
Wisconsin
$4K
QCIG
113
Quad-Cities Investment Group
Iowa
$2K
SFSIG
114
San Francisco Sentry Investment Group
California
$2K +$2.08K +108 New
PAM
115
Panagora Asset Management
Massachusetts
$1K -$121K -6,313 -99%
TWA
116
TCI Wealth Advisors
Arizona
$1K
OIA
117
OneDigital Investment Advisors
Kansas
$1K +$19 +1 +2%
GWS
118
Glassman Wealth Services
Virginia
$1K +$308 +16 +48%
APA
119
American Portfolios Advisors
New York
$638 +$635 +33 New
HIM
120
Hillsdale Investment Management
Ontario, Canada
-$596K -30,433 Closed
OAM
121
Oxford Asset Management
United Kingdom
-$496K -25,542 Closed
Balyasny Asset Management
122
Balyasny Asset Management
Illinois
-$495K -25,286 Closed
JG
123
Jefferies Group
New York
-$142K -7,267 Closed
Connor, Clark & Lunn Investment Management (CC&L)
124
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$128K -6,550 Closed
FQ
125
First Quadrant
California
-$102K -5,226 Closed

DX Hedge Fund Activity: Q3 2018 in Review

120 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Dynex Capital (DX) for Q3 2018, worth a combined $193M — up 0.26% from $193M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of DX and 8 opened new positions — a net loss of 8 holders — while 31 trimmed existing stakes and 50 added.

The largest buyer was Vanguard Group, adding an estimated $3.49M. The largest seller was Citadel Advisors, cutting an estimated $3.29M.

  • 120 institutional investors held Dynex Capital (DX) as of Q3 2018, down from 129 in Q2 2018.
  • Funds reported $193M of Dynex Capital stock for Q3 2018, up 0.26% quarter-over-quarter.
  • 8 funds opened new Dynex Capital positions in Q3 2018 and 16 closed out, a net change of -8 holders.
  • The largest Dynex Capital buyer in Q3 2018 was Vanguard Group, an estimated $3.49M added.
  • The largest Dynex Capital seller in Q3 2018 was Citadel Advisors, an estimated $3.29M sold.

Based on aggregated 13F filings for Q3 2018.