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Digital Realty Trust

638 hedge funds and large institutions have $24.1B invested in Digital Realty Trust in 2017 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 309 increasing their positions, 146 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 42

112% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 146

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

33% more call options, than puts

Call options by funds: $87.1M | Put options by funds: $65.6M

29% more capital invested

Capital invested by funds: $18.7B → $24.1B (+$5.42B)

9% more funds holding

Funds holding: 588638 (+50)

2.63% less ownership

Funds ownership: 101.91%99.28% (-2.6%)

Holders
638
Holders Change
+50
Holders Change %
+8.5%
% of All Funds
15.91%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.42%
New
101
Increased
309
Reduced
146
Closed
42
Calls
$87.1M
Puts
$65.6M
Net Calls
+$21.5M
Net Calls Change
+$35.2M
Name Holding Trade Value Shares
Change
Change in
Stake
V
376
Veritable
Delaware
$909K -$236K -2,043 -21%
OC
377
Oppenheimer & Co
New York
$909K +$256K +2,219 +41%
AMI
378
Amica Mutual Insurance
Rhode Island
$909K +$888K +7,686 New
SI
379
SII Investments
Wisconsin
$907K +$882K +7,632 New
PAG
380
Private Advisor Group
New Jersey
$887K +$328K +2,835 +61%
NSB
381
Norway Savings Bank
Maine
$876K -$20.2K -175 -2%
SFP
382
Shepherd Financial Partners
Massachusetts
$874K
CI
383
Cigna Investments
Connecticut
$869K +$139K +1,200 +20%
GL
384
GLG LLC
New York
$868K -$78.8K -682 -9%
SBIA
385
Sheaff Brock Investment Advisors
Indiana
$845K +$302K +2,612 +58%
WCA
386
Westover Capital Advisors
Delaware
$837K -$435K -3,760 -35%
MCIM
387
Meadow Creek Investment Management
Georgia
$825K -$456K -3,948 -36%
FC
388
Forte Capital
New York
$824K +$194K +1,676 +32%
CFN
389
Cordasco Financial Network
Florida
$817K -$4.28K -37 -0.5%
PWM
390
Perigon Wealth Management
California
$800K +$11.3K +98 +1%
FIM
391
Friedberg Investment Management
Texas
$792K -$1.78M -15,390 -70%
SPC
392
Sigma Planning Corp
Michigan
$791K -$134K -1,160 -15%
GIM
393
Groesbeck Investment Management
New Jersey
$789K +$771K +6,670 New
LIA
394
LS Investment Advisors
Michigan
$776K +$57.8K +500 +8%
LMGAM
395
Liberty Mutual Group Asset Management
Massachusetts
$766K -$500K -4,328 -40%
LFAS
396
Level Four Advisory Services
Texas
$765K -$641K -5,550 -46%
Robeco Institutional Asset Management
397
Robeco Institutional Asset Management
Netherlands
$763K -$8.67M -75,000 -92%
HAIM
398
Hunter Associates Investment Management
Pennsylvania
$762K -$57.8K -500 -7%
JIC
399
Johnson Investment Counsel
Ohio
$752K +$434K +3,756 +144%
MNBTD
400
Moody National Bank Trust Division
Texas
$745K -$324K -2,800 -31%

DLR Hedge Fund Activity: Q3 2017 in Review

638 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q3 2017, worth a combined $24.1B — up 29% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new DLR positions and 42 closed out — a net gain of 59 holders — while 309 added to existing stakes and 146 trimmed.

The largest buyer was Vanguard Group, adding an estimated $952M. The largest seller was Deutsche Bank, cutting an estimated $61.2M.

  • 638 institutional investors held Digital Realty Trust (DLR) as of Q3 2017, up from 588 in Q2 2017.
  • Funds reported $24.1B of Digital Realty Trust stock for Q3 2017, up 29% quarter-over-quarter.
  • 101 funds opened new Digital Realty Trust positions in Q3 2017 and 42 closed out, a net change of +59 holders.
  • The largest Digital Realty Trust buyer in Q3 2017 was Vanguard Group, an estimated $952M added.
  • The largest Digital Realty Trust seller in Q3 2017 was Deutsche Bank, an estimated $61.2M sold.

Based on aggregated 13F filings for Q3 2017.