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DX

Dynex Capital

98 hedge funds and large institutions have $151M invested in Dynex Capital in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 29

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.15% less ownership

Funds ownership: 15.56%14.41% (-1.1%)

4% less funds holding

Funds holding: 10298 (-4)

22% less capital invested

Capital invested by funds: $195M → $151M (-$43.2M)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
98
Holders Change
-4
Holders Change %
-3.92%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
38
Reduced
29
Closed
15
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Thornburg Investment Management
New Mexico
$29M -$4.49M -214,486 -13%
BFA
2
BlackRock Fund Advisors
California
$16M -$654K -31,208 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$15.4M +$84.8K +4,047 +0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.8M +$600K +28,634 +5%
LSV Asset Management
5
LSV Asset Management
Illinois
$9.42M +$169K +8,067 +2%
TC
6
Talkot Capital
California
$8.56M
State Street
7
State Street
Massachusetts
$8.44M -$9.12K -435 -0.1%
Northern Trust
8
Northern Trust
Illinois
$3.9M -$4.12M -196,689 -50%
Prudential Financial
9
Prudential Financial
New Jersey
$3.48M +$1.4K +67 +0%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$2.6M -$88K -4,198 -3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.55M +$124K +5,902 +5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.39M +$160K +7,633 +7%
Goldman Sachs
13
Goldman Sachs
New York
$2.28M +$189K +9,036 +8%
AAM
14
Advisors Asset Management
Colorado
$2.15M -$707K -33,738 -24%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.01M +$72.2K +3,448 +3%
SFM
16
Systematic Financial Management
New Jersey
$1.93M -$266K -12,705 -11%
PWM
17
Perigon Wealth Management
California
$1.62M -$3.08K -147 -0.2%
Norges Bank
18
Norges Bank
Norway
$1.55M -$70.1K -3,347 -4%
BIM
19
BlackRock Investment Management
Delaware
$1.42M -$25.1K -1,197 -2%
TCIM
20
TIAA CREF Investment Management
New York
$1.38M
Morgan Stanley
21
Morgan Stanley
New York
$1.35M +$234K +11,174 +20%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$1.33M -$513K -24,505 -27%
UBS Group
23
UBS Group
Switzerland
$1.26M -$6.6M -314,850 -83%
PPA
24
Parametric Portfolio Associates
Washington
$1.25M +$356K +16,974 +36%
Charles Schwab
25
Charles Schwab
California
$1.11M +$68K +3,245 +6%

DX Hedge Fund Activity: Q3 2015 in Review

98 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Dynex Capital (DX) for Q3 2015, worth a combined $151M — down 22% from $195M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of DX and 11 opened new positions — a net loss of 4 holders — while 29 trimmed existing stakes and 38 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $698K. The largest seller was UBS Group, cutting an estimated $6.6M.

  • 98 institutional investors held Dynex Capital (DX) as of Q3 2015, down from 102 in Q2 2015.
  • Funds reported $151M of Dynex Capital stock for Q3 2015, down 22% quarter-over-quarter.
  • 11 funds opened new Dynex Capital positions in Q3 2015 and 15 closed out, a net change of -4 holders.
  • The largest Dynex Capital buyer in Q3 2015 was Millennium Management, an estimated $698K added.
  • The largest Dynex Capital seller in Q3 2015 was UBS Group, an estimated $6.6M sold.

Based on aggregated 13F filings for Q3 2015.