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DigitalBridge

278 hedge funds and large institutions have $1.03B invested in DigitalBridge in 2020 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 73 increasing their positions, 98 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

46% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $14.5M

28% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 39

18% more capital invested

Capital invested by funds: $874M → $1.03B (+$154M)

4% more funds holding

Funds holding: 268278 (+10)

0.6% more ownership

Funds ownership: 18.95%19.55% (+0.6%)

26% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 98

Holders
278
Holders Change
+10
Holders Change %
+3.73%
% of All Funds
5.61%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
50
Increased
73
Reduced
98
Closed
39
Calls
$21.2M
Puts
$14.5M
Net Calls
+$6.64M
Net Calls Change
+$6.55M
Name Holding Trade Value Shares
Change
Change in
Stake
KM
201
Kalos Management
Georgia
$48K +$4.18K +432 +15%
LNWWM
202
Laird Norton Wetherby Wealth Management
California
$48K +$4.62K +477 +12%
DWA
203
Douglass Winthrop Advisors
New York
$47K +$41.9K +4,326 New
Rafferty Asset Management
204
Rafferty Asset Management
New York
$45K +$1.86K +192 +5%
Envestnet Asset Management
205
Envestnet Asset Management
Illinois
$44K -$6.82K -704 -15%
1W
206
1776 Wealth
Georgia
$41K
BWA
207
BDO Wealth Advisors
Florida
$41K
VanEck Associates
208
VanEck Associates
New York
$40K +$6.35K +656 +22%
CS
209
Credit Suisse
Switzerland
$39K -$176K -18,225 -84%
X
210
Xponance
Pennsylvania
$38K -$21.2K -2,187 -39%
APWA
211
Atlas Private Wealth Advisors
New Jersey
$37K -$6.58K -680 -17%
CAN
212
Cetera Advisor Networks
California
$34K +$12.8K +1,318 +74%
CA
213
Cetera Advisors
Colorado
$33K -$1.67K -172 -5%
SS
214
Sunbelt Securities
Texas
$32K
COI
215
Connable Office Inc
Michigan
$30K -$4.38K -452 -14%
IAA
216
Independent Advisor Alliance
North Carolina
$29K -$10 -1 -0%
AAS
217
Avantax Advisory Services
Texas
$29K +$25K +2,586 New
BRWM
218
B. Riley Wealth Management
Tennessee
$29K +$25.5K +2,631 New
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$29K +$25.7K +2,655 New
UR
220
USCA RIA
Texas
$28K
WP
221
WealthSource Partners
California
$28K
HCMT
222
Highland Capital Management (Tennessee)
Tennessee
$27K
BAS
223
Brown Advisory Securities
Maryland
$27K +$24.2K +2,500 New
QCG
224
Quadrant Capital Group
Ohio
$24K -$3.05K -315 -13%
JFA
225
JNBA Financial Advisors
Minnesota
$19K