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DX

Dynex Capital
DX

139 hedge funds and large institutions have $207M invested in Dynex Capital in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

68% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 34

19% more capital invested

Capital invested by funds: $173M → $207M (+$33.7M)

14% more funds holding

Funds holding: 122 → 139 (+17)

1.12% less ownership

Funds ownership: 16.11% → 14.99% (-1.1%)

Holders
139
Holders Change
+17
Holders Change %
+13.93%
% of All Funds
3.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
57
Reduced
34
Closed
8
Calls
$85K
Puts
–
Net Calls
+$85K
Net Calls Change
+$34K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$11M
2
Millennium Management
Millennium Management
New York
+$4.32M
3
CAM
ClariVest Asset Management
California
+$4.06M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$3.62M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3M

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$556K
2
OAM
Oxford Asset Management
United Kingdom
-$503K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$408K
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$359K
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$234K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$20.9M +$195K +9,120 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$16.6M -$408K -19,048 -2%
Invesco
3
Invesco
Georgia
$12.3M +$11M +511,641 +717%
UBS Group
4
UBS Group
Switzerland
$12M +$33.1K +1,547 +0.3%
LSV Asset Management
5
LSV Asset Management
Illinois
$11.4M +$355K +16,567 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$10.3M – – –
State Street
7
State Street
Massachusetts
$9.29M +$965K +45,037 +11%
Renaissance Technologies
8
Renaissance Technologies
New York
$7.21M +$1.56M +73,002 +27%
Millennium Management
9
Millennium Management
New York
$6.5M +$4.32M +201,556 +187%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$5M +$1.7M +79,567 +50%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$4.83M +$328K +15,325 +7%
Prudential Financial
12
Prudential Financial
New Jersey
$4.82M – – –
Allianz Asset Management
13
Allianz Asset Management
Germany
$4.69M +$3.62M +169,003 +314%
Northern Trust
14
Northern Trust
Illinois
$4.5M +$272K +12,694 +6%
JP Morgan Chase
15
JP Morgan Chase
New York
$4.14M +$3M +140,042 +246%
CAM
16
ClariVest Asset Management
California
$3.99M +$4.06M +189,795 New
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$3.78M +$248K +11,557 +7%
Deutsche Bank
18
Deutsche Bank
Germany
$3.72M +$1.63M +76,128 +75%
Two Sigma Investments
19
Two Sigma Investments
New York
$3.2M +$836K +39,034 +34%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$3.08M +$21.1K +983 +0.7%
MAM
21
Martingale Asset Management
Massachusetts
$2.97M +$117K +5,467 +4%
Morgan Stanley
22
Morgan Stanley
New York
$2.55M +$799K +37,289 +44%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.29M -$58.8K -2,747 -2%
PPA
24
Parametric Portfolio Associates
Washington
$2.24M +$588K +27,449 +35%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$2.01M -$108K -5,035 -5%
1
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DX Hedge Fund Activity: Q4 2017 in Review

139 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Dynex Capital (DX) for Q4 2017, worth a combined $207M — up 19% from $173M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DX positions and 8 closed out — a net gain of 17 holders — while 57 added to existing stakes and 34 trimmed.

The largest buyer was Invesco, adding an estimated $11M. The largest seller was Advisors Asset Management, cutting an estimated $556K.

  • 139 institutional investors held Dynex Capital (DX) as of Q4 2017, up from 122 in Q3 2017.
  • Funds reported $207M of Dynex Capital stock for Q4 2017, up 19% quarter-over-quarter.
  • 25 funds opened new Dynex Capital positions in Q4 2017 and 8 closed out, a net change of +17 holders.
  • The largest Dynex Capital buyer in Q4 2017 was Invesco, an estimated $11M added.
  • The largest Dynex Capital seller in Q4 2017 was Advisors Asset Management, an estimated $556K sold.

Based on aggregated 13F filings for Q4 2017.