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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
LIA
376
LS Investment Advisors
Michigan
$498K +$74.1K +797 +19%
FC
377
Forte Capital
New York
$496K -$19.1K -205 -4%
B
378
Bailard
California
$490K +$139K +1,500 +43%
IA
379
IFP Advisors
Florida
$485K +$155K +1,667 +51%
SSWM
380
Sheets Smith Wealth Management
North Carolina
$479K +$453K +4,873 New
KCMRT
381
Kemper Corp Master Retirement Trust
Illinois
$459K +$34.9K +375 +9%
TCM
382
Telos Capital Management
California
$453K +$1.95K +21 +0.5%
PFPT
383
Pinnacle Financial Partners (Tennessee)
Tennessee
$447K -$264K -2,840 -38%
ACP
384
Aveo Capital Partners
Colorado
$440K +$416K +4,477 New
NA
385
NewEdge Advisors
Louisiana
$436K -$132K -1,417 -25%
SBIA
386
Sheaff Brock Investment Advisors
Indiana
$434K -$4.55K -49 -1%
AssetMark Inc
387
AssetMark Inc
California
$429K -$20.2K -217 -5%
AIS
388
American Investment Services
Massachusetts
$427K +$24.8K +267 +7%
Cetera Investment Advisers
389
Cetera Investment Advisers
Illinois
$426K +$401K +4,319 New
ECM
390
Everence Capital Management
Indiana
$424K +$401K +4,316 New
CB
391
Chemical Bank
Michigan
$419K +$73.3K +789 +23%
AAIM
392
American Assets Investment Management
California
$408K
OMCS
393
Old Mutual Customised Solutions
South Africa
$403K +$158K +1,700 +71%
GAM
394
Gotham Asset Management
New York
$398K +$377K +4,053 New
NFA
395
Nuveen Fund Advisors
Illinois
$397K +$14K +151 +4%
FIM
396
Fernwood Investment Management
Massachusetts
$395K -$270K -2,900 -42%
TC
397
Telemus Capital
Michigan
$393K
HA
398
Harbor Advisors
Florida
$393K +$372K +4,000 New
CC
399
ClearArc Capital
Ohio
$381K +$26.8K +288 +8%
MSV
400
MN Services Vermogensbeheer
Netherlands
$380K

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.