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Digital Realty Trust

460 hedge funds and large institutions have $14.9B invested in Digital Realty Trust in 2016 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 174 increasing their positions, 160 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $66.4M | Put options by funds: $21.6M

18% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 50

13% more capital invested

Capital invested by funds: $13.2B → $14.9B (+$1.71B)

5.15% more ownership

Funds ownership: 174.33%179.48% (+5.2%)

1% more funds holding

Funds holding: 454460 (+6)

9% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 160

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
460
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
12.26%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
59
Increased
174
Reduced
160
Closed
50
Calls
$66.4M
Puts
$21.6M
Net Calls
+$44.8M
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
326
Laurel Wealth Advisors (California)
California
$437K -$7.62K -94 -2%
FFA
327
First Foundation Advisors
California
$430K +$94.6K +1,168 +32%
LFFS
328
La Francaise Forum Securities
Connecticut
$422K -$1.5M -18,530 -80%
TCM
329
Telos Capital Management
California
$422K -$5.02K -62 -1%
RJT
330
Raymond James Trust
Florida
$421K -$51.4K -634 -12%
M
331
MOTCO
Texas
$414K -$16.2K -200 -4%
AB
332
Amalgamated Bank
New York
$406K +$112K +1,386 +43%
IAM
333
Integre Asset Management
New York
$405K
VFS
334
VSR Financial Services
Kansas
$383K -$117K -1,447 -25%
GH
335
GAM Holding
Switzerland
$375K +$49.1K +606 +17%
AAIM
336
American Assets Investment Management
California
$367K
AIS
337
American Investment Services
Massachusetts
$361K
PPCM
338
Pillar Pacific Capital Management
California
$358K -$39.7K -490 -11%
SBIA
339
Sheaff Brock Investment Advisors
Indiana
$357K -$8.91K -110 -3%
FAAS
340
First Allied Advisory Services
California
$356K -$22.5K -278 -6%
BOH
341
Bank of Hawaii
Hawaii
$354K -$55.1K -680 -15%
TC
342
Telemus Capital
Michigan
$354K +$324K +4,000 New
B
343
Bailard
California
$345K +$316K +3,900 New
DekaBank Deutsche Girozentrale
344
DekaBank Deutsche Girozentrale
Germany
$342K
MFS
345
MSI Financial Services
Massachusetts
$339K -$98.6K -1,217 -24%
BA
346
Boston Advisors
Massachusetts
$336K +$27.1K +335 +10%
CAM
347
Capstone Asset Management
Texas
$335K +$67.2K +830 +28%
OC
348
Oppenheimer & Co
New York
$335K +$307K +3,786 New
CB
349
Chemical Bank
Michigan
$329K +$302K +3,725 New
WAM
350
Wolverine Asset Management
Illinois
$329K +$302K +3,726 New

DLR Hedge Fund Activity: Q1 2016 in Review

460 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q1 2016, worth a combined $14.9B — up 13% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new DLR positions and 50 closed out — a net gain of 9 holders — while 174 added to existing stakes and 160 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $330M. The largest seller was Fidelity Investments, cutting an estimated $316M.

  • 460 institutional investors held Digital Realty Trust (DLR) as of Q1 2016, up from 454 in Q4 2015.
  • Funds reported $14.9B of Digital Realty Trust stock for Q1 2016, up 13% quarter-over-quarter.
  • 59 funds opened new Digital Realty Trust positions in Q1 2016 and 50 closed out, a net change of +9 holders.
  • The largest Digital Realty Trust buyer in Q1 2016 was Cohen & Steers, an estimated $330M added.
  • The largest Digital Realty Trust seller in Q1 2016 was Fidelity Investments, an estimated $316M sold.

Based on aggregated 13F filings for Q1 2016.