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DX

Dynex Capital

133 hedge funds and large institutions have $286M invested in Dynex Capital in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 32

73% more call options, than puts

Call options by funds: $3M | Put options by funds: $1.74M

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

1% less funds holding

Funds holding: 134133 (-1)

4% less capital invested

Capital invested by funds: $297M → $286M (-$10.9M)

6.4% less ownership

Funds ownership: 50.28%43.87% (-6.4%)

Holders
133
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
61
Reduced
32
Closed
18
Calls
$3M
Puts
$1.74M
Net Calls
+$1.27M
Net Calls Change
-$225K
Name Holding Trade Value Shares
Change
Change in
Stake
AB
101
Amalgamated Bank
New York
$62K -$10.4K -775 -13%
AIP
102
Ameritas Investment Partners
Nebraska
$51.4K +$10.7K +804 +23%
Group One Trading
103
Group One Trading
Illinois
$51.2K -$18.4K -1,374 -25%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$38.9K +$25.1K +1,878 +141%
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$34.7K +$2.63K +197 +7%
PA
106
Parallel Advisors
California
$25.2K +$13.6K +1,015 +95%
TWM
107
Tradition Wealth Management
Minnesota
$24K
Canada Life
108
Canada Life
Manitoba, Canada
$20K
TRCT
109
Tower Research Capital (TRC)
New York
$17K +$5.27K +394 +39%
BAM
110
Baldrige Asset Management
Pennsylvania
$14K
ME
111
McIlrath & Eck
Washington
$10K
QCG
112
Quadrant Capital Group
Ohio
$9.94K -$789 -59 -7%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$9.13K +$281 +21 +3%
RCM
114
Raleigh Capital Management
North Carolina
$8.24K +$9.09K +680 New
FIA
115
FNY Investment Advisers
New York
$7K
CG
116
Cutler Group
California
$7K +$1.34K +100 +19%
AF
117
Advisornet Financial
Minnesota
$5.95K +$187 +14 +3%
US Bancorp
118
US Bancorp
Minnesota
$5.61K
Allspring Global Investments
119
Allspring Global Investments
North Carolina
$4.54K -$72.7K -5,437 -94%
HWA
120
HHM Wealth Advisors
Tennessee
$3.18K
VWM
121
Venturi Wealth Management
Texas
$2.52K +$2.78K +208 New
PMFA
122
Plante Moran Financial Advisors
Michigan
$2.41K
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$2K
HI
124
Harbour Investments
Wisconsin
$1.98K
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$1.72K

DX Hedge Fund Activity: Q1 2023 in Review

133 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dynex Capital (DX) for Q1 2023, worth a combined $286M — down 3.7% from $297M a quarter earlier.

Fund positioning in DX was balanced in Q1 2023: 18 funds opened new positions, 18 closed out, 61 added to existing stakes and 32 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $17.3M. The largest seller was Balyasny Asset Management, cutting an estimated $10.6M.

  • 133 institutional investors held Dynex Capital (DX) as of Q1 2023, down from 134 in Q4 2022.
  • Funds reported $286M of Dynex Capital stock for Q1 2023, down 3.7% quarter-over-quarter.
  • 18 funds opened new Dynex Capital positions in Q1 2023 and 18 closed out, a net change of 0 holders.
  • The largest Dynex Capital buyer in Q1 2023 was Victory Capital Management, an estimated $17.3M added.
  • The largest Dynex Capital seller in Q1 2023 was Balyasny Asset Management, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2023.