Dynex Capital Ownership | Who Owns Dynex Capital?
Dynex Capital Ownership Summary
Dynex Capital is owned by 51.92% institutional investors, 1.50% insiders, and 46.58% 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 2.81% of its assets in Dynex Capital shares.
DX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Dynex Capital | 51.92% | 1.50% | 46.58% |
| Sector | Real Estate Stocks | 55.70% | 8.24% | 36.06% |
| Industry | Mortgage REIT Stocks | 42.37% | 4.34% | 53.29% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 6.58M | 11.14% | $78.52M |
| Blackrock funding, inc. /de | 8.35M | 11.02% | $105.66M |
| Vanguard group | 4.32M | 5.70% | $54.62M |
| Victory capital management | 2.03M | 2.68% | $25.66M |
| Geode capital management | 1.84M | 2.43% | $23.26M |
| State street | 1.67M | 2.20% | $21.11M |
| Mirae asset global etfs | 1.43M | 1.88% | $18.05M |
| Fmr | 1.35M | 1.79% | $17.13M |
| Invesco | 1.27M | 1.68% | $16.07M |
| Mesirow institutional investment management | 1.06M | 1.40% | $13.41M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pvg asset management | 76.47K | 3.62% | $913.09K |
| Clayton partners | 172.92K | 1.51% | $2.19M |
| Mesirow institutional investment management | 1.06M | 1.03% | $13.41M |
| Atom investors lp | 295.97K | 0.47% | $3.74M |
| Truemark investments | 114.52K | 0.46% | $1.45M |
| Almitas capital | 159.39K | 0.44% | $2.02M |
| Park circle | 38.35K | 0.43% | $485.13K |
| Axs investments | 122.11K | 0.43% | $1.54M |
| Prevail innovative wealth advisors | 93.92K | 0.34% | $1.19M |
| Strategic financial concepts | 89.32K | 0.29% | $89.32M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 8.35M | 0.00% | 1.37M |
| Ubs group | 1.04M | 0.00% | 841.44K |
| Bank of america corp /de/ | 649.98K | 0.00% | 552.18K |
| Blackrock | 6.58M | 0.00% | 483.72K |
| Zacks investment management | 337.98K | 0.04% | 337.98K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | - | - | -1.39M |
| Millennium management | 796.45K | 0.00% | -945.54K |
| Mirae asset global investments | - | - | -629.48K |
| Hudson bay capital management lp | - | - | -440.80K |
| Emg | - | - | -396.83K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Zacks investment management | 337.98K | 0.04% | 337.98K | $4.28M |
| Atom investors lp | 295.97K | 0.47% | 295.97K | $3.74M |
| Almitas capital | 159.39K | 0.44% | 159.39K | $2.02M |
| Franklin resources | 158.79K | 0.00% | 158.79K | $2.01M |
| Raymond james financial | 119.38K | 0.00% | 119.38K | $1.51M |
Sold Out
| Holder | Change |
|---|---|
| Capital performance advisors llp | -19.00 |
| Voisard asset management group | -25.00 |
| Lindbrook capital | -32.00 |
| Fny investment advisers | -200.00 |
| Hhm wealth advisors | -262.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 184 | 10.18% | 39,348,734 | 2.01% | 51 | 2.00% | 116 | 14.85% | 38 | 15.15% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2.54M | 2.81% | - |
| iShares Russell 2000 ETF | 2.25M | 2.48% | -19.47K |
| Vanguard US Total Market Shares ETF | 2.37M | 2.46% | - |
| Fuh Hwa FTSE Mortgage REITs ETF | 1.58M | 1.64% | 243.83K |
| Fidelity Real Estate Income | 1.34M | 1.48% | - |
| iShares Mortgage Real Estate Capped ETF | 1.23M | 1.36% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.21M | 1.33% | 1.16K |
| Invesco KBW High Dividend Yld Fincl ETF | 1.12M | 1.24% | 2.27K |
| Integrity Small-Cap Value Comp | 826.00K | 1.04% | -41.50K |
| Victory Integrity Small-Cap Value A | 826.00K | 1.04% | -41.50K |
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 |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
DX Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools