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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
SIC
376
Shoker Investment Counsel
Ohio
$226K +$208K +2,563 New
B
377
Barings
North Carolina
$221K +$203K +2,500 New
JIC
378
Johnson Investment Counsel
Ohio
$218K +$200K +2,472 New
CCM
379
Copeland Capital Management
Pennsylvania
$215K +$197K +2,430 New
OMCS
380
Old Mutual Customised Solutions
South Africa
$212K +$56.7K +700 +41%
NFG
381
Next Financial Group
Texas
$208K +$1.54K +19 +0.8%
CCA
382
Checchi Capital Advisers
California
$206K +$188K +2,323 New
Squarepoint
383
Squarepoint
New York
$204K -$292K -3,600 -61%
GXMC
384
Global X Management Company
New York
$153K +$124K +1,533 +782%
PFBT
385
Parkside Financial Bank & Trust
Missouri
$142K
Truist Financial
386
Truist Financial
North Carolina
$133K
ST
387
Smithfield Trust
Pennsylvania
$129K -$6.48K -80 -5%
IA
388
IFP Advisors
Florida
$120K -$280K -3,462 -78%
ARMT
389
Amica Retiree Medical Trust
Rhode Island
$119K
KLWA
390
Kelly Lawrence W & Associates
California
$119K
LNB
391
Ledyard National Bank
$114K -$4.05K -50 -4%
EWM
392
Evercore Wealth Management
New York
$108K -$101K -1,250 -51%
Geode Capital Management
393
Geode Capital Management
Massachusetts
$97.8K +$4.22M +52,090 +5%
SF
394
Synovus Financial
Georgia
$93K +$81 +1 +0.1%
N
395
Nuveen
North Carolina
$91.4K +$36.7M +453,092 +78%
TAF
396
Tredje AP-fonden
Sweden
$87K +$76.1K +940 New
ED
397
Exane Derivatives
France
$79.8K +$81 +1 +0.1%
CBOA
398
Commonwealth Bank of Australia
Australia
$79K -$4.05K -50 -5%
FFC
399
First Financial Corp
Indiana
$79K
CAL
400
Capital Analysts LLC
Pennsylvania
$78.8K +$1.22K +15 +2%

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.