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Digital Realty Trust

862 hedge funds and large institutions have $38.7B invested in Digital Realty Trust in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 363 increasing their positions, 270 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 73

34% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 270

5% more funds holding

Funds holding: 818862 (+44)

1% more capital invested

Capital invested by funds: $38.2B → $38.7B (+$481M)

4.42% less ownership

Funds ownership: 106.09%101.67% (-4.4%)

39% less funds holding in top 10

Funds holding in top 10: 3823 (-15)

44% less call options, than puts

Call options by funds: $113M | Put options by funds: $201M

Holders
862
Holders Change
+44
Holders Change %
+5.38%
% of All Funds
17.67%
Holding in Top 10
23
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-39.47%
% of All Funds
0.47%
New
125
Increased
363
Reduced
270
Closed
73
Calls
$113M
Puts
$201M
Net Calls
-$87.7M
Net Calls Change
-$14M
Name Holding Trade Value Shares
Change
Change in
Stake
NIM
301
NXG Investment Management
Texas
$3.35M +$3.34M +23,566 New
DFG
302
Demars Financial Group
Washington
$3.27M +$3.26M +23,022 New
Axa
303
Axa
France
$3.25M +$595K +4,200 +22%
MFS
304
Mirabella Financial Services
United Kingdom
$3.23M +$3.22M +22,753 New
ACM
305
Azimuth Capital Management
Michigan
$3.22M -$715K -5,050 -18%
VWM
306
Venturi Wealth Management
Texas
$3.21M +$169K +1,194 +6%
Ensign Peak Advisors
307
Ensign Peak Advisors
Utah
$3.19M +$28.3K +200 +0.9%
SAM
308
Sompo Asset Management
Japan
$3.19M -$2.75M -19,420 -46%
PCM
309
Penserra Capital Management
California
$3.16M -$3.17M -22,360 -50%
TYCC
310
Texas Yale Capital Corp
Florida
$3.13M +$39.6K +280 +1%
BWL
311
Bogart Wealth LLC
Virginia
$3.12M -$68.5K -484 -2%
HZ
312
Hixon Zuercher
Ohio
$3.11M +$350K +2,472 +13%
VIA
313
Vident Investment Advisory
Georgia
$3.1M -$153K -1,081 -5%
PG
314
Pendal Group
Australia
$3.09M -$977K -6,900 -24%
CCP
315
Corient Capital Partners
California
$3.07M +$219K +1,548 +8%
GP
316
Geneva Partners
Wisconsin
$3.01M +$3M +21,188 New
SMG
317
Spectrum Management Group
Indiana
$3M +$20.5K +145 +0.7%
DAC
318
Dividend Assets Capital
South Carolina
$3M +$185K +1,305 +7%
Cambridge Investment Research Advisors
319
Cambridge Investment Research Advisors
Iowa
$2.92M +$404K +2,853 +16%
TAM
320
Tealwood Asset Management
Minnesota
$2.92M -$1.25M -8,830 -30%
BFPW
321
BOK Financial Private Wealth
Colorado
$2.91M -$694K -4,902 -19%
KACA
322
Kayne Anderson Capital Advisors
California
$2.84M
PI
323
PineBridge Investments
New York
$2.81M +$630K +4,447 +29%
SAM
324
Strategy Asset Managers
California
$2.79M -$30K -212 -1%
SCM
325
Shelton Capital Management
Colorado
$2.78M +$1.5M +10,600 +118%

DLR Hedge Fund Activity: Q2 2020 in Review

862 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q2 2020, worth a combined $38.7B — up 1.3% from $38.2B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new DLR positions and 73 closed out — a net gain of 52 holders — while 363 added to existing stakes and 270 trimmed.

The largest buyer was Vanguard Group, adding an estimated $463M. The largest seller was Cohen & Steers, cutting an estimated $640M.

  • 862 institutional investors held Digital Realty Trust (DLR) as of Q2 2020, up from 818 in Q1 2020.
  • Funds reported $38.7B of Digital Realty Trust stock for Q2 2020, up 1.3% quarter-over-quarter.
  • 125 funds opened new Digital Realty Trust positions in Q2 2020 and 73 closed out, a net change of +52 holders.
  • The largest Digital Realty Trust buyer in Q2 2020 was Vanguard Group, an estimated $463M added.
  • The largest Digital Realty Trust seller in Q2 2020 was Cohen & Steers, an estimated $640M sold.

Based on aggregated 13F filings for Q2 2020.