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Digital Realty Trust

544 hedge funds and large institutions have $17B invested in Digital Realty Trust in 2016 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 221 increasing their positions, 164 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 61

35% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 164

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 516544 (+28)

6% less capital invested

Capital invested by funds: $18B → $17B (-$992M)

14% less call options, than puts

Call options by funds: $56.3M | Put options by funds: $65.3M

81.23% less ownership

Funds ownership: 190%108.77% (-81%)

Holders
544
Holders Change
+28
Holders Change %
+5.43%
% of All Funds
13.6%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.23%
New
99
Increased
221
Reduced
164
Closed
61
Calls
$56.3M
Puts
$65.3M
Net Calls
-$9.01M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
326
Jane Street
New York
$871K +$266K +2,864 +48%
SW
327
SVB Wealth
Massachusetts
$865K -$279 -3 -0%
CAM
328
Cypress Asset Management
Texas
$857K +$811K +8,720 New
VIA
329
Virtus Investment Advisers
Connecticut
$853K -$678K -7,297 -46%
CFD
330
Creative Financial Designs
Indiana
$853K +$807K +8,686 New
BF
331
BOK Financial
Oklahoma
$845K +$15.5K +167 +2%
BWL
332
Bogart Wealth LLC
Virginia
$844K +$799K +8,591 New
SFP
333
Shepherd Financial Partners
Massachusetts
$842K +$789K +8,485 New
CG
334
Caprock Group
Idaho
$831K -$956K -10,281 -55%
PA
335
Profund Advisors
Maryland
$821K -$173K -1,866 -18%
NGA
336
Naples Global Advisors
Florida
$820K -$13.9K -150 -2%
PAM
337
Paradigm Asset Management
New York
$811K -$544K -5,850 -41%
MSAM
338
Moloney Securities Asset Management
Missouri
$811K +$767K +8,253 New
MYLI
339
Meiji Yasuda Life Insurance
Japan
$796K +$753K +8,100 New
SCM
340
Schnieders Capital Management
California
$790K +$27.9K +300 +4%
Rafferty Asset Management
341
Rafferty Asset Management
New York
$787K -$134K -1,437 -15%
PWM
342
Perigon Wealth Management
California
$767K +$9.67K +104 +1%
Capital Fund Management (CFM)
343
Capital Fund Management (CFM)
France
$762K +$379K +4,077 +111%
PAM
344
Panagora Asset Management
Massachusetts
$745K +$166K +1,789 +31%
PL
345
Parkwood LLC
Ohio
$730K -$177K -1,907 -20%
LFAS
346
Level Four Advisory Services
Texas
$720K +$681K +7,325 New
CFN
347
Cordasco Financial Network
Florida
$710K -$138K -1,487 -17%
SPC
348
Sigma Planning Corp
Michigan
$673K +$6.23K +67 +1%
HAM
349
Highstreet Asset Management
Ontario, Canada
$659K +$623K +6,704 New
D.E. Shaw & Co
350
D.E. Shaw & Co
New York
$650K +$84.5K +909 +16%

DLR Hedge Fund Activity: Q4 2016 in Review

544 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q4 2016, worth a combined $17B — down 5.5% from $18B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new DLR positions and 61 closed out — a net gain of 38 holders — while 221 added to existing stakes and 164 trimmed.

The largest buyer was APG Asset Management US, adding an estimated $108M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $1.33B sold.

  • 544 institutional investors held Digital Realty Trust (DLR) as of Q4 2016, up from 516 in Q3 2016.
  • Funds reported $17B of Digital Realty Trust stock for Q4 2016, down 5.5% quarter-over-quarter.
  • 99 funds opened new Digital Realty Trust positions in Q4 2016 and 61 closed out, a net change of +38 holders.
  • The largest Digital Realty Trust buyer in Q4 2016 was APG Asset Management US, an estimated $108M added.
  • The largest Digital Realty Trust seller in Q4 2016 was Capital Research Global Investors, an estimated $1.33B sold.

Based on aggregated 13F filings for Q4 2016.