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DX

Dynex Capital
DX

120 hedge funds and large institutions have $210M invested in Dynex Capital in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

49% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $10.6M

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

19% more capital invested

Capital invested by funds: $177M → $210M (+$33.1M)

8% more funds holding

Funds holding: 111 → 120 (+9)

0.56% more ownership

Funds ownership: 50.23% → 50.79% (+0.56%)

Holders
120
Holders Change
+9
Holders Change %
+8.11%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
42
Reduced
33
Closed
16
Calls
$15.7M
Puts
$10.6M
Net Calls
+$5.17M
Net Calls Change
-$4.87M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.09M
2
Renaissance Technologies
Renaissance Technologies
New York
+$2.9M
3
Wells Fargo
Wells Fargo
California
+$1.92M
4
MCM
Matarin Capital Management
New York
+$1.86M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.84M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$7.62M
2
Nomura Holdings
Nomura Holdings
Japan
-$2.04M
3
WG
Winton Group
United Kingdom
-$1.57M
4
Jennison Associates
Jennison Associates
New York
-$1.56M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
101
Lazard Asset Management
New York
$28K +$27.3K +1,597 New
IA
102
IFP Advisors
Florida
$26K +$25.7K +1,504 New
TWM
103
Tradition Wealth Management
Minnesota
$18K +$17.1K +1,000 New
Fuller & Thaler Asset Management
104
Fuller & Thaler Asset Management
California
$17K – – –
CG
105
Cutler Group
California
$16K +$15.4K +900 New
AWA
106
Arkadios Wealth Advisors
Georgia
$13K +$13K +759 New
PFGIA
107
Patriot Financial Group Insurance Agency
Massachusetts
$9K – – –
DWA
108
Dorsey Wright & Associates
California
$8K +$1.95K +114 +33%
AF
109
Advisornet Financial
Minnesota
$4K +$1.78K +104 +104%
JPLA
110
Joseph P. Lucia & Associates
New York
$4K +$3.42K +200 New
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$3K -$154 -9 -5%
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$3K – – –
BCA
113
Berman Capital Advisors
Georgia
$2K – – –
PAM
114
Panagora Asset Management
Massachusetts
$2K +$1.74K +102 New
MGIM
115
M&G Investment Management
United Kingdom
$1.24K +$543K +31,755 +86%
PA
116
Parallel Advisors
California
$1K +$17 +1 +3%
AIG
117
American International Group
New York
$229 -$6.31K -369 -3%
Nomura Holdings
118
Nomura Holdings
Japan
– -$2.04M -119,438 Closed
Jennison Associates
119
Jennison Associates
New York
– -$1.56M -102,489 Closed
EMFAT
120
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$1.04M -68,430 Closed
MAM
121
Martingale Asset Management
Massachusetts
– -$998K -65,544 Closed
CM
122
Caption Management
Oklahoma
– -$857K -50,145 Closed
AI
123
Atom Investors
Texas
– -$410K -26,982 Closed
Marshall Wace
124
Marshall Wace
United Kingdom
– -$281K -18,495 Closed
AIMCA
125
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$262K -17,200 Closed
2 3 4
5
6

DX Hedge Fund Activity: Q4 2020 in Review

120 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Dynex Capital (DX) for Q4 2020, worth a combined $210M — up 19% from $177M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DX positions and 16 closed out — a net gain of 9 holders — while 42 added to existing stakes and 33 trimmed.

The largest buyer was BlackRock, adding an estimated $3.09M. The largest seller was Invesco, cutting an estimated $7.62M.

  • 120 institutional investors held Dynex Capital (DX) as of Q4 2020, up from 111 in Q3 2020.
  • Funds reported $210M of Dynex Capital stock for Q4 2020, up 19% quarter-over-quarter.
  • 25 funds opened new Dynex Capital positions in Q4 2020 and 16 closed out, a net change of +9 holders.
  • The largest Dynex Capital buyer in Q4 2020 was BlackRock, an estimated $3.09M added.
  • The largest Dynex Capital seller in Q4 2020 was Invesco, an estimated $7.62M sold.

Based on aggregated 13F filings for Q4 2020.