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Digital Realty Trust

420 hedge funds and large institutions have $11.5B invested in Digital Realty Trust in 2015 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 171 increasing their positions, 124 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $15.3M

70% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 33

38% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 124

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

8.74% more ownership

Funds ownership: 179.25%187.99% (+8.7%)

5% more funds holding

Funds holding: 399420 (+21)

2% more capital invested

Capital invested by funds: $11.3B → $11.5B (+$256M)

Holders
420
Holders Change
+21
Holders Change %
+5.26%
% of All Funds
11.73%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.28%
New
56
Increased
171
Reduced
124
Closed
33
Calls
$43.9M
Puts
$15.3M
Net Calls
+$28.5M
Net Calls Change
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
301
Prospera Financial Services
Texas
$386K +$385K +5,910 New
AL
302
Agran Libbie
California
$383K
Creative Planning
303
Creative Planning
Kansas
$383K +$383K +5,869 New
WCM
304
Westend Capital Management
California
$373K +$20.2K +310 +6%
WBC
305
Westpac Banking Corp
Australia
$369K +$309K +4,735 +516%
FIM
306
Freedom Investment Management
Connecticut
$368K +$88.4K +1,356 +37%
IOOF
307
Independent Order of Foresters
Ontario, Canada
$366K +$196K +3,000 +115%
RJT
308
Raymond James Trust
Florida
$365K +$10.5K +161 +3%
VFS
309
VSR Financial Services
Kansas
$363K -$9.85K -151 -3%
CTA
310
Chesley Taft & Associates
Illinois
$359K
Janney Montgomery Scott
311
Janney Montgomery Scott
Pennsylvania
$355K +$9.98K +153 +3%
VKH
312
Virtu KCG Holdings
New York
$348K +$347K +5,326 New
WAM
313
World Asset Management
Michigan
$342K +$126K +1,934 +59%
Mackenzie Financial
314
Mackenzie Financial
Ontario, Canada
$340K
WS
315
Wedbush Securities
California
$338K +$8.61K +132 +3%
ACS
316
Archford Capital Strategies
Illinois
$332K -$587 -9 -0.2%
M
317
MOTCO
Texas
$324K +$23.2K +355 +8%
PL
318
Parkwood LLC
Ohio
$317K
PAM
319
Princeton Alpha Management
New Jersey
$316K +$315K +4,834 New
BOH
320
Bank of Hawaii
Hawaii
$306K -$29K -445 -9%
FA
321
FDx Advisors
Illinois
$299K +$299K +4,580 New
IAM
322
Integre Asset Management
New York
$299K
CSS
323
Cubist Systematic Strategies
Connecticut
$299K +$299K +4,585 New
EP
324
Edgestream Partners
New Jersey
$298K -$715K -10,967 -71%
PPCM
325
Pillar Pacific Capital Management
California
$296K -$9.13K -140 -3%

DLR Hedge Fund Activity: Q3 2015 in Review

420 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q3 2015, worth a combined $11.5B — up 2.3% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DLR positions and 33 closed out — a net gain of 23 holders — while 171 added to existing stakes and 124 trimmed.

The largest buyer was Bank of America, adding an estimated $235M. The largest seller was Lasalle Investment Management Securities, exiting entirely with an estimated $109M sold.

  • 420 institutional investors held Digital Realty Trust (DLR) as of Q3 2015, up from 399 in Q2 2015.
  • Funds reported $11.5B of Digital Realty Trust stock for Q3 2015, up 2.3% quarter-over-quarter.
  • 56 funds opened new Digital Realty Trust positions in Q3 2015 and 33 closed out, a net change of +23 holders.
  • The largest Digital Realty Trust buyer in Q3 2015 was Bank of America, an estimated $235M added.
  • The largest Digital Realty Trust seller in Q3 2015 was Lasalle Investment Management Securities, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2015.