We are live on ! Find out more
DX

Dynex Capital
DX

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: 127 → 122 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.51M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$5.92M
3
BlackRock
BlackRock
New York
+$4.95M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.39M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.29M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$21.7M
2
Millennium Management
Millennium Management
New York
-$20.7M
3
IECM
Intrinsic Edge Capital Management
Illinois
-$7.16M
4
PCM
Peregrine Capital Management
Minnesota
-$1.91M
5
DFCM
Dark Forest Capital Management
Puerto Rico
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
126
FJ Capital Management
Virginia
– -$1.38M -115,699 Closed
State of Wisconsin Investment Board
127
State of Wisconsin Investment Board
Wisconsin
– -$880K -73,681 Closed
GCP
128
GSA Capital Partners
United Kingdom
– -$658K -55,134 Closed
ECM
129
ExodusPoint Capital Management
New York
– -$476K -39,864 Closed
Two Sigma Investments
130
Two Sigma Investments
New York
– -$399K -33,401 Closed
AI
131
Atom Investors
Texas
– -$340K -28,465 Closed
DFG
132
Delphi Financial Group
Delaware
– -$278K -23,303 Closed
Nomura Holdings
133
Nomura Holdings
Japan
– -$240K -20,100 Closed
Marshall Wace
134
Marshall Wace
United Kingdom
– -$209K -17,481 Closed
Credit Agricole
135
Credit Agricole
France
– -$179K -15,000 Closed
Squarepoint
136
Squarepoint
New York
– -$171K -14,311 Closed
PI
137
PEAK6 Investments
Illinois
– -$131K -11,418 Closed
IA
138
IFP Advisors
Florida
– -$74.8K -6,265 Closed
VWM
139
Venturi Wealth Management
Texas
– -$2.78K -233 Closed
LFG
140
Larson Financial Group
Missouri
– -$788 -66 Closed
C
141
Covestor
United Kingdom
– -$11 -1 -50%
2 3 4 5
6

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.