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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
First Manhattan
376
First Manhattan
New York
$39K
ASN
377
Advisory Services Network
Georgia
$39K +$17.1K +262 +79%
ZB
378
Zions Bancorporation
Utah
$37K +$15.5K +238 +77%
EFSCE
379
Enterprise Financial Services Corp (EFSC)
Missouri
$31K
FNBT
380
FineMark National Bank & Trust
Florida
$30K +$10K +154 +52%
IWMPD
381
Integrated Wealth Management (Palm Desert)
California
$23K -$4.63K -71 -17%
JIC
382
Joel Isaacson & Co
New York
$20K
WTC
383
WhitTier Trust Company
Nevada
$16K -$14.1K -216 -47%
Manulife (Manufacturers Life Insurance)
384
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.2K -$60.8K -933 -0.4%
AIM
385
Advantage Investment Management
Iowa
$13K
WIC
386
Woodmont Investment Counsel
Tennessee
$13K
BFEC
387
Benjamin F. Edwards & Company
Missouri
$12K -$32.6K -500 -72%
FNBSF
388
First National Bank Sioux Falls
South Dakota
$12K
WTB
389
Washington Trust Bank
Washington
$12K
GXMC
390
Global X Management Company
New York
$12K +$1.04K +16 +9%
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$12K +$11.7K +180 New
AA
392
ALPS Advisors
Colorado
$11.2K +$3.91K +60 +0.4%
NSIM
393
North Star Investment Management
Illinois
$11K -$196 -3 -2%
GWM
394
Gupta Wealth Management
California
$10K -$32K -490 -77%
FHA
395
First Horizon Advisors
Tennessee
$9K -$27.3K -419 -75%
CFSG
396
Community Financial Services Group
Vermont
$7K
IWC
397
Integrated Wealth Counsel
California
$7K
GWS
398
Glassman Wealth Services
Virginia
$7K +$6.52K +100 New
PG
399
Patten Group
Tennessee
$6.53K
OSAM
400
O'Shaughnessy Asset Management
Connecticut
$6K +$5.61K +86 New

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.