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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
ME
101
McIlrath & Eck
Washington
$10.4K
PA
102
Parallel Advisors
California
$9.86K -$7.12K -622 -44%
TAM
103
Tucker Asset Management
Colorado
$8.34K
FIA
104
FNY Investment Advisers
New York
$7K
AF
105
Advisornet Financial
Minnesota
$6.78K +$217 +19 +4%
US Bancorp
106
US Bancorp
Minnesota
$6.64K -$1.6K -140 -21%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$6K +$4.44K +388 +310%
AIC
108
Archer Investment Corporation
Indiana
$5.06K
FWA
109
FSC Wealth Advisors
New York
$5.01K +$4.58K +400 New
SRCM
110
Signature Resources Capital Management
California
$4.88K +$4.46K +390 New
PS
111
Principal Securities
Iowa
$3.76K +$3.43K +300 New
HWA
112
HHM Wealth Advisors
Tennessee
$3.28K
PMFA
113
Plante Moran Financial Advisors
Michigan
$2.49K
S
114
SignatureFD
Georgia
$1.83K -$1.37K -120 -45%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$1.78K
GI
116
GAMMA Investing
California
$1.6K +$1.5K +131 New
ASN
117
Advisory Services Network
Georgia
$864 +$790 +69 New
HI
118
Harbour Investments
Wisconsin
$376
FFO
119
Fortitude Family Office
Arizona
$200 +$183 +16 New
GWS
120
Glassman Wealth Services
Virginia
$138
HNB
121
Huntington National Bank
Ohio
$13
Balyasny Asset Management
122
Balyasny Asset Management
Illinois
-$21.7M -1,817,452 Closed
IECM
123
Intrinsic Edge Capital Management
Illinois
-$7.16M -600,000 Closed
DFCM
124
Dark Forest Capital Management
Puerto Rico
-$1.78M -148,682 Closed
WAM
125
Wolverine Asset Management
Illinois
-$1.62M -136,017 Closed

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.