Dynex Capital Ownership | Who Owns Dynex Capital?

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Dynex Capital Ownership Summary

Dynex Capital is owned by 50.80% institutional investors, 1.00% insiders, and 48.21% retail investors. Blackrock is the largest institutional shareholder, holding 11.14% of DX shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.98% of its assets in Dynex Capital shares.

DX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Dynex Capital	50.80%	1.00%	48.21%
Sector	Real Estate Stocks	66.62%	8.14%	25.24%
Industry	Mortgage REIT Stocks	46.08%	4.39%	49.52%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	6.58M	11.14%	$78.52M
Vanguard group	3.92M	6.65%	$46.84M
Balyasny asset management	2.77M	4.69%	$33.04M
Millennium management	2.58M	4.37%	$30.76M
Victory capital management	1.96M	3.31%	$23.36M
State street	1.51M	2.55%	$18.16M
Geode capital management	1.45M	2.45%	$17.29M
Mirae asset global etfs	1.32M	2.24%	$15.80M
Fmr	1.27M	2.15%	$15.14M
Invesco	1.11M	1.89%	$13.29M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pvg asset management	76.47K	3.62%	$913.09K
Alphacentric advisors	181.49K	1.60%	$2.17M
Clayton partners	109.93K	1.06%	$1.31M
Algebris (uk)	274.98K	0.99%	$3.06M
Axs investments	149.42K	0.50%	$1.78M
Park circle	38.35K	0.44%	$457.90K
Truemark investments	104.81K	0.43%	$1.25M
Prevail innovative wealth advisors	61.53K	0.26%	$734.70K
Centerbook partners lp	345.24K	0.26%	$4.12M
Centaurus financial	298.69K	0.24%	$3.57M

Top Buyers

Holder	Shares	% Assets	Change
Mirae asset global etfs	1.32M	0.04%	1.32M
Fmr	1.27M	0.00%	1.08M
Millennium management	2.58M	0.01%	986.47K
Vanguard group	3.92M	0.00%	880.15K
Schonfeld strategic advisors	815.35K	0.06%	802.45K

Top Sellers

Holder	Shares	% Assets	Change
Mirae asset global investments	-	-	-629.48K
Hudson bay capital management lp	-	-	-440.80K
Emg	-	-	-396.83K
Soros fund management	-	-	-214.63K
Citigroup	16.80K	0.00%	-188.82K

New Positions

Holder	Shares	% Assets	Change	Value
Mirae asset global etfs	1.32M	0.04%	1.32M	$15.80M
Clayton partners	109.93K	1.06%	109.93K	$1.31M
Truemark investments	104.81K	0.43%	104.81K	$1.25M
Nebula research & development	86.44K	0.17%	86.44K	$1.03M
Pvg asset management	76.47K	3.62%	76.47K	$913.09K

Sold Out

Holder	Change
Voisard asset management group	-25.00
Hhm wealth advisors	-262.00
Meeder asset management	-571.00
Fny investment advisers	-600.00
Tucker asset management	-666.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	166	7.10%	38,498,843	1.36%	50	1.23%	100	-2.91%	33	22.22%
Jun 30, 2024	153	11.68%	37,979,003	28.65%	64	2.57%	102	43.66%	26	-21.21%
Mar 31, 2024	137	7.87%	29,520,556	31.94%	50	3.21%	71	9.23%	33	10.00%
Dec 31, 2023	127	-3.05%	22,374,099	-12.48%	39	1.80%	65	-4.41%	30	-9.09%
Sep 30, 2023	131	-5.07%	25,565,910	2.51%	46	2.21%	68	-2.86%	33	-5.71%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	2.36M	2.98%	-5.62K
iShares Russell 2000 ETF	1.84M	2.32%	-4.13K
Fidelity Real Estate Income	1.34M	1.69%	79.90K
iShares Mortgage Real Estate Capped ETF	1.16M	1.46%	5.30K
Invesco KBW High Dividend Yld Fincl ETF	1.04M	1.31%	-
Vanguard Institutional Extnd Mkt Idx Tr	969.10K	1.22%	-2.46K
Integrity Small-Cap Value Comp	867.50K	1.16%	44.50K
Victory Integrity Small-Cap Value A	867.50K	1.16%	44.50K
VanEck Mortgage REIT Income ETF	724.88K	0.91%	-
iShares Russell 2000 Value ETF	701.26K	0.88%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 14, 2023	COLLIGAN ROBERT S	EVP and CFO	Buy	$97.28K
Oct 25, 2022	BOSTON BYRON L	CEO and Co-CIO	Buy	$131.00K
Oct 26, 2022	BOSTON BYRON L	CEO and Co-CIO	Buy	$29.02K
Sep 01, 2022	Popenoe Smriti Laxman	President and Co-CIO	Buy	$31.00K
Aug 22, 2022	BOSTON BYRON L	CEO and Co-CIO	Buy	$29.96K

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q3	-	-
2023 Q2	-	-

DX Ownership FAQ

Who Owns Dynex Capital?

Dynex Capital shareholders are primarily institutional investors at 50.80%, followed by 1.00% insiders and 48.20% retail investors. The average institutional ownership in Dynex Capital's industry, Mortgage REIT Stocks, is 46.08%, which Dynex Capital exceeds.

Who owns the most shares of Dynex Capital?

Dynex Capital’s largest shareholders are Blackrock (6.58M shares, 11.14%), Vanguard group (3.92M shares, 6.65%), and Balyasny asset management (2.77M shares, 4.69%). Together, they hold 22.48% of Dynex Capital’s total shares outstanding.

Does Blackrock own Dynex Capital?

Yes, BlackRock owns 11.14% of Dynex Capital, totaling 6.58M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 78.52M$. In the last quarter, BlackRock increased its holdings by 483.72K shares, a 7.94% change.

Who is Dynex Capital’s biggest shareholder by percentage of total assets invested?

Pvg asset management is Dynex Capital’s biggest shareholder by percentage of total assets invested, with 3.62% of its assets in 76.47K Dynex Capital shares, valued at 913.09K$.

Who is the top mutual fund holder of Dynex Capital shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Dynex Capital shares, with 2.98% of its total shares outstanding invested in 2.36M Dynex Capital shares.

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