Dynex Capital Inc (DX) Ownership

12.53 ↓0.02 (-0.16%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Dynex Capital Inc (DX), owning a total of 8.4 million shares. Combined, the top 50 institutional holders of DX own 47.03% of the company with a total of 44 million shares.

In the latest ownership report on December 31st 2024, the top 50 institutional holders increased their combined ownership of DX by 3.1 million shares. 16 institutions bought 4,328,064 total additional shares and increased their ownership by an average of 46.99%. However 5 institutions sold 1,202,163 total shares and decreased their ownership by an average of 17.56%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Dynex Capital increased by a net total of 3,125,901 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	7.794%	19.703%	8,352,436	1,374,781	2024-12-31
Vanguard Group Inc	4.029%	6.429%	4,317,400	260,798	2024-12-31
Victory Capital Management Inc.	1.893%	-3.092%	2,028,109	-64,699	2024-12-31
Geode Capital Management, LLC	1.715%	8.008%	1,838,020	136,280	2024-12-31
State Street Corp	1.557%	7.638%	1,668,511	118,396	2024-12-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1.332%	6.058%	1,427,121	81,510	2024-12-31
FMR Inc	1.264%	0.156%	1,354,018	2,104	2024-12-31
Amvescap Plc.	1.185%	9.365%	1,270,019	108,747	2024-12-31
Mesirow Institutional Investment Management, Inc.	0.989%	29.120%	1,059,976	239,053	2024-12-31
UBS Group AG	0.968%	430.619%	1,036,840	841,438	2024-12-31
Ameriprise Financial Inc	0.853%	29.349%	914,121	207,413	2024-12-31
Citadel Advisors Llc	0.828%	129.916%	886,799	501,094	2024-12-31
Van Eck Associates Corporation	0.815%	20.450%	873,111	148,235	2024-12-31
Millennium Management LLC	0.743%	-54.279%	796,451	-945,543	2024-12-31
Northern Trust Corp	0.676%	15.733%	724,865	98,537	2024-12-31
Royal Bank of Canada	0.635%	30.587%	680,275	159,337	2024-12-31
Charles Schwab Investment Management Inc	0.609%	6.886%	652,132	42,012	2024-12-31
Morgan Stanley - Brokerage Accounts	0.515%	-21.376%	551,738	-150,008	2024-12-31
Qube Research & Technologies	0.436%	1.815%	467,147	8,329	2024-12-31
Peregrine Capital Management,LLC	0.474%	-3.481%	456,190	-16,451	2024-12-31
Goldman Sachs Group Inc	0.402%	-5.581%	430,809	-25,462	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	7.794%	19.703%	8,352,436	1,374,781	2024-12-31
Vanguard Group Inc	4.029%	6.429%	4,317,400	260,798	2024-12-31
Victory Capital Management Inc.	1.893%	-3.092%	2,028,109	-64,699	2024-12-31
Geode Capital Management, LLC	1.715%	8.008%	1,838,020	136,280	2024-12-31
State Street Corp	1.557%	7.638%	1,668,511	118,396	2024-12-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1.332%	6.058%	1,427,121	81,510	2024-12-31
Balyasny Asset Management LLC	1.646%	-49.745%	1,390,662	-1,376,564	2024-09-30
FMR Inc	1.264%	0.156%	1,354,018	2,104	2024-12-31
State Street Corporation	1.777%	3.580%	1,327,584	45,879	2024-03-31
Amvescap Plc.	1.185%	9.365%	1,270,019	108,747	2024-12-31
Mesirow Institutional Investment Management, Inc.	0.989%	29.120%	1,059,976	239,053	2024-12-31
UBS Group AG	0.968%	430.619%	1,036,840	841,438	2024-12-31
Ameriprise Financial Inc	0.853%	29.349%	914,121	207,413	2024-12-31
Citadel Advisors Llc	0.828%	129.916%	886,799	501,094	2024-12-31
Van Eck Associates Corporation	0.815%	20.450%	873,111	148,235	2024-12-31
Schonfeld Strategic Advisors LLC	1.028%	6,220.530%	815,348	802,448	2024-06-30
Millennium Management LLC	0.743%	-54.279%	796,451	-945,543	2024-12-31
JPMorgan Chase & Co	0.923%	95.564%	780,200	381,252	2024-09-30
Northern Trust Corp	0.676%	15.733%	724,865	98,537	2024-12-31
Royal Bank of Canada	0.635%	30.587%	680,275	159,337	2024-12-31
Charles Schwab Investment Management Inc	0.609%	6.886%	652,132	42,012	2024-12-31
Bank of America Corp	0.820%	564.603%	649,975	552,176	2024-06-30
Mirae Asset Global Investments (Korea) Co Ltd	0.843%	-44.146%	629,478	-497,536	2024-03-31
Marshall Wace Asset Management Ltd	1.159%	-10.013%	623,738	-69,401	2022-09-30
Intrinsic Edge Capital Management, LLC	1.052%	0.000%	600,000	0	2023-09-30
Morgan Stanley - Brokerage Accounts	0.515%	-21.376%	551,738	-150,008	2024-12-31
Renaissance Technologies Corp USD	0.581%	271.894%	490,900	358,900	2024-09-30
Renaissance Technologies Corp	0.581%	271.894%	490,900	358,900	2024-09-30
Qube Research & Technologies	0.436%	1.815%	467,147	8,329	2024-12-31
Peregrine Capital Management,LLC	0.474%	-3.481%	456,190	-16,451	2024-12-31
Hudson Bay Capital Management LP	0.590%	0.000%	440,800	440,800	2024-03-31
Goldman Sachs Group Inc	0.402%	-5.581%	430,809	-25,462	2024-12-31
Wolverine Asset Management LLC	0.693%	72.648%	392,293	165,072	2023-06-30
CenterBook Partners LP	0.462%	-6.480%	345,243	-23,920	2024-06-30
Centaurus Financial Inc	0.424%	-0.054%	316,570	-170	2024-03-31
Almitas Capital LLC	0.554%	0.000%	300,027	300,027	2022-12-31
Algebris Investment Management (UK) LLP	0.368%	28.108%	274,984	60,334	2024-06-30
Tudor Investment Corp Et AL	0.348%	0.000%	259,573	259,573	2024-06-30
Jupiter Asset Management Limited	0.459%	-74.206%	248,733	-715,588	2023-03-31
State of New Jersey Common Pension Fd D	0.299%	0.000%	223,239	0	2024-03-31
Bank of New York Mellon Corp	0.292%	26.490%	218,120	45,679	2024-06-30
Soros Fund Management LLC	0.287%	0.000%	214,626	214,626	2024-03-31
AXS Investments LLC	0.291%	-18.875%	186,558	-43,406	2023-12-31
Cubist Systematic Strategies, LLC	0.340%	-9.652%	183,281	-19,581	2022-09-30
AlphaCentric Advisors, LLC	0.283%	0.000%	181,492	0	2024-03-31
Two Sigma Investments LLC	0.270%	-50.830%	145,333	-150,237	2022-09-30
Gator Capital Management, LLC	0.244%	0.000%	131,600	131,600	2022-12-31
Algert Global LLC	0.232%	180.579%	124,908	80,390	2022-12-31
Nuveen Asset Management, LLC	0.223%	8.107%	119,781	8,982	2022-09-30
First Trust Advisors L.P.	0.253%	0.000%	117,090	117,090	2022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Dynex Capital Inc (DX), owning a total of 2.5 million shares. Combined, the top 49 mutual fund holders of DX own 34.57% of the company with a total of 30.4 million shares.

In the latest ownership report on April 30th 2025, the top 49 fund holders increased their combined ownership of DX by 228 thousand shares. 2 funds bought 230,993 total additional shares and increased their ownership by an average of 62.51%. However 1 funds sold 2,690 total shares and decreased their ownership by an average of 0.34%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Dynex Capital increased by a net total of 228,303 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Mortgage Real Estate Capped ETF	1.059%	0.111%	1,134,628	1,255	2025-04-30
Invesco KBW High Dividend Yld Fincl ETF	1.043%	0.000%	1,118,053	0	2025-04-30
VanEck Mortgage REIT Income ETF	0.755%	0.000%	808,894	0	2025-04-30
iShares Russell 2000 Value ETF	0.739%	-0.338%	792,365	-2,690	2025-04-30
Global X SuperDividend™ ETF	0.534%	0.000%	572,542	0	2025-04-30
VictoryShares US Sm Md Cp Val Momt ETF	0.474%	0.000%	507,630	0	2025-04-30
Global X SuperDividend® REIT ETF	0.434%	0.000%	465,422	0	2025-04-30
TrueShares Active Yield ETF	0.386%	124.916%	413,652	229,738	2025-04-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.370%	-0.007%	2,540,089	-185	2025-03-31
Vanguard US Total Market Shares ETF	2.459%	0.000%	2,365,410	0	2024-09-30
iShares Russell 2000 ETF	1.999%	-0.805%	2,142,075	-17,376	2025-04-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.043%	29.265%	1,723,960	390,300	2023-03-31
Fuh Hwa FTSE Mortgage REITs ETF	1.642%	18.248%	1,580,015	243,828	2024-12-31
Fidelity Real Estate Income	1.251%	0.000%	1,340,200	0	2025-01-31
Vanguard Institutional Extnd Mkt Idx Tr	1.196%	6.200%	1,282,029	74,846	2025-03-31
iShares Mortgage Real Estate Capped ETF	1.059%	0.111%	1,134,628	1,255	2025-04-30
Invesco KBW High Dividend Yld Fincl ETF	1.043%	0.000%	1,118,053	0	2025-04-30
Fidelity Small Cap Index	0.757%	2.944%	811,667	23,215	2025-02-28
VanEck Mortgage REIT Income ETF	0.755%	0.000%	808,894	0	2025-04-30
iShares Russell 2000 Value ETF	0.739%	-0.338%	792,365	-2,690	2025-04-30
Columbia Small Cap Value I A	0.728%	6.535%	780,270	47,860	2025-03-31
Columbia Small Cap Value I	0.728%	14.156%	780,270	96,760	2025-03-31
Vanguard Extended Market Index Investor	1.351%	-0.024%	732,031	-173	2023-08-31
Victory Integrity Small-Cap Value A	0.560%	-27.361%	600,000	-226,000	2025-03-31
Integrity Small-Cap Value Comp	0.560%	-27.361%	600,000	-226,000	2025-03-31
Global X SuperDividend™ ETF	0.534%	0.000%	572,542	0	2025-04-30
Jupiter Merian Glb Eq AbsRet I USD Acc	0.499%	3,066.400%	534,298	517,424	2024-12-31
Fidelity® Small Cap Index	0.930%	2.919%	526,624	14,935	2023-10-31
VictoryShares US Sm Md Cp Val Momt ETF	0.474%	0.000%	507,630	0	2025-04-30
Fidelity Extended Market Index	0.438%	4.316%	469,461	19,423	2025-03-31
Global X SuperDividend® REIT ETF	0.434%	0.000%	465,422	0	2025-04-30
TrueShares Active Yield ETF	0.386%	124.916%	413,652	229,738	2025-04-30
Applied Finance Explorer Institutional	0.381%	2.347%	408,217	9,361	2025-01-31
Vanguard Russell 2000 ETF	0.386%	9.058%	394,957	32,804	2025-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.433%	6.785%	391,899	24,900	2025-02-28
Schwab US Small-Cap ETF™	0.425%	0.000%	384,893	0	2025-02-28
Empower Small Cap Value/Integrity SP	0.435%	5.039%	345,000	16,551	2024-09-30
Fidelity® Extended Market Index	0.597%	0.000%	338,328	0	2023-11-30
Algebris Financial Income BD EUR Inc	0.399%	0.000%	316,363	0	2024-08-31
State St Russell Sm Cap® Indx SL Cl I	0.335%	23.467%	249,909	47,500	2024-06-30
CREF Stock R1	0.421%	1,952.040%	226,791	215,739	2023-01-31
State St Russell Sm Cap® Indx NL Cl C	0.352%	0.000%	199,209	0	2023-09-30
Peregrine Small Cap Value CIT Class P	0.267%	13.714%	199,095	24,011	2024-06-30
VALIC Company I Small Cap Value	0.369%	45.922%	198,600	62,500	2022-12-31
Global X SuperDividend™ US ETF	0.321%	-50.187%	187,656	-189,062	2024-02-29
AXS Real Estate Income ETF	0.285%	0.000%	182,985	0	2024-03-28
AlphaCentric Strategic Income I	0.283%	0.000%	181,492	0	2023-12-31
JPMorgan US Small Company L	0.334%	38.852%	179,800	50,310	2022-12-31
Transamerica Partners Small Value	0.308%	-25.016%	174,697	-58,281	2023-10-31
Peregrine Capital Mgt Sm-Cap Val	0.321%	0.000%	173,980	173,980	2023-06-30
JPMorgan Small Cap Value I	0.305%	2.147%	172,741	3,631	2023-10-31
LVIP FranklinTempletonMltFctSMIDCapEqStd	0.285%	1.199%	154,148	1,826	2023-03-31
Old Mutual Global Equity R	0.286%	-57.839%	154,139	-211,453	2023-03-31
LVIP SSgA Small/Mid Cap 200 Std	0.283%	-0.364%	152,322	-557	2022-12-31
First Trust Dow Jones Sel MicroCap ETF	0.266%	0.000%	143,331	0	2023-03-30
NT R2000 Value Index Fund - NL	0.262%	3.376%	141,131	4,609	2022-12-31
Goldman Sachs Small Cp Val Insghts Instl	0.298%	0.000%	138,052	138,052	2022-07-31