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DX

Dynex Capital

147 hedge funds and large institutions have $453M invested in Dynex Capital in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 66 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $2.75M | Put options by funds: $1.1M

144% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 27

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

23% more capital invested

Capital invested by funds: $367M → $453M (+$85.6M)

13% more funds holding

Funds holding: 130147 (+17)

0.4% more ownership

Funds ownership: 50.43%50.83% (+0.4%)

Holders
147
Holders Change
+17
Holders Change %
+13.08%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
66
Reduced
27
Closed
17
Calls
$2.75M
Puts
$1.1M
Net Calls
+$1.66M
Net Calls Change
-$5.58M
Name Holding Trade Value Shares
Change
Change in
Stake
S
126
SignatureFD
Georgia
$6.48K -$3.45K -287 -35%
GRP
127
Global Retirement Partners
California
$5.97K +$6.01K +500 New
Russell Investments Group
128
Russell Investments Group
United Kingdom
$5.33K -$60 -5 -1%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$5K +$469 +39 +10%
SFC
130
Strategic Financial Concepts
Texas
$4.3K +$631K +52,546 New
VWM
131
Venturi Wealth Management
Texas
$3.83K +$3.86K +321 New
PS
132
Principal Securities
Iowa
$3.58K
AAP
133
Arax Advisory Partners
Colorado
$3.2K +$3.22K +268 New
HWA
134
HHM Wealth Advisors
Tennessee
$3.13K
HGERS
135
Householder Group Estate & Retirement Specialist
Arizona
$3K +$3.33K +277 New
FFA
136
Farther Finance Advisors
California
$1.76K +$1.8K +150 New
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$1.7K
GI
138
GAMMA Investing
California
$1.24K -$48 -4 -4%
LC
139
Lindbrook Capital
California
$776 +$312 +26 +67%
HNB
140
Huntington National Bank
Ohio
$549 -$2.4K -200 -81%
AF
141
Allworth Financial
California
$432 +$420 +35 New
PMFA
142
Plante Moran Financial Advisors
Michigan
$394
HI
143
Harbour Investments
Wisconsin
$358
RIL
144
Rothschild Investment LLC
Illinois
$358 +$240 +20 +200%
VAMG
145
Voisard Asset Management Group
Michigan
$299 +$300 +25 New
MPWT
146
MassMutual Private Wealth & Trust
Connecticut
$227 +$228 +19 New
FFO
147
Fortitude Family Office
Arizona
$191
Mirae Asset Global Investments
148
Mirae Asset Global Investments
South Korea
-$7.4M -629,478 Closed
Hudson Bay Capital Management
149
Hudson Bay Capital Management
Connecticut
-$5.49M -440,800 Closed
SFM
150
Soros Fund Management
New York
-$2.67M -214,626 Closed

DX Hedge Fund Activity: Q2 2024 in Review

147 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dynex Capital (DX) for Q2 2024, worth a combined $453M — up 23% from $367M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DX positions and 17 closed out — a net gain of 19 holders — while 66 added to existing stakes and 27 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $12.9M. The largest seller was Citadel Advisors, cutting an estimated $7.52M.

  • 147 institutional investors held Dynex Capital (DX) as of Q2 2024, up from 130 in Q1 2024.
  • Funds reported $453M of Dynex Capital stock for Q2 2024, up 23% quarter-over-quarter.
  • 36 funds opened new Dynex Capital positions in Q2 2024 and 17 closed out, a net change of +19 holders.
  • The largest Dynex Capital buyer in Q2 2024 was Fidelity Investments, an estimated $12.9M added.
  • The largest Dynex Capital seller in Q2 2024 was Citadel Advisors, an estimated $7.52M sold.

Based on aggregated 13F filings for Q2 2024.