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Digital Realty Trust

687 hedge funds and large institutions have $22.2B invested in Digital Realty Trust in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 245 increasing their positions, 247 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

5.17% more ownership

Funds ownership: 96.64%101.81% (+5.2%)

7% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 88

0% more funds holding

Funds holding: 687687 (0)

1% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 247

5% less capital invested

Capital invested by funds: $23.3B → $22.2B (-$1.13B)

8% less call options, than puts

Call options by funds: $69.9M | Put options by funds: $75.7M

Holders
687
Holders Change
Holders Change %
0%
% of All Funds
15.31%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.31%
New
94
Increased
245
Reduced
247
Closed
88
Calls
$69.9M
Puts
$75.7M
Net Calls
-$5.81M
Net Calls Change
+$83.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ZCA
401
Zeke Capital Advisors
Pennsylvania
$677K +$50.5K +457 +8%
LOAMS
402
Lombard Odier Asset Management (Switzerland)
Switzerland
$658K +$683K +6,180 New
Citadel Advisors
403
Citadel Advisors
Florida
$654K -$160M -1,446,038 -100%
CI
404
Cigna Investments
Connecticut
$654K +$1.55K +14 +0.2%
BAM
405
Belpointe Asset Management
Nevada
$646K +$5.19K +47 +0.8%
ANI
406
American National Insurance
Texas
$639K
CTA
407
Chesley Taft & Associates
Illinois
$639K
SNT
408
Security National Trust
West Virginia
$635K
MAM
409
Martingale Asset Management
Massachusetts
$630K -$965K -8,731 -60%
LIM
410
Loudon Investment Management
New Hampshire
$630K
WS
411
Wedbush Securities
California
$624K -$64.8K -586 -9%
BFEC
412
Benjamin F. Edwards & Company
Missouri
$621K +$74.9K +678 +13%
ADBIC
413
A.D. Beadell Investment Counsel
Wisconsin
$608K +$631K +5,710 New
LNWWM
414
Laird Norton Wetherby Wealth Management
California
$603K +$45K +407 +8%
MERSOM
415
Municipal Employees' Retirement System of Michigan
Michigan
$589K +$611K +5,530 New
EP
416
Elkfork Partners
Oregon
$586K -$89.9K -814 -13%
William Blair & Company
417
William Blair & Company
Illinois
$582K +$86K +778 +17%
RA
418
RFG Advisory
Alabama
$570K -$19K -172 -3%
LFAS
419
Level Four Advisory Services
Texas
$565K -$52.2K -472 -8%
BPA
420
Beacon Pointe Advisors
California
$561K +$581K +5,260 New
Nomura Holdings
421
Nomura Holdings
Japan
$550K -$2.79M -25,238 -83%
PAM
422
Panagora Asset Management
Massachusetts
$545K
SSWM
423
Sheets Smith Wealth Management
North Carolina
$531K +$4.75K +43 +0.9%
WIM
424
Westside Investment Management
California
$528K -$11.1K -100 -2%
KA
425
Kintegral Advisory
New York
$527K +$541K +4,897 New

DLR Hedge Fund Activity: Q4 2018 in Review

687 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q4 2018, worth a combined $22.2B — down 4.8% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new DLR positions and 88 closed out — a net gain of 6 holders — while 245 added to existing stakes and 247 trimmed.

The largest buyer was Capital World Investors, adding an estimated $639M. The largest seller was Cohen & Steers, cutting an estimated $277M.

  • 687 institutional investors held Digital Realty Trust (DLR) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $22.2B of Digital Realty Trust stock for Q4 2018, down 4.8% quarter-over-quarter.
  • 94 funds opened new Digital Realty Trust positions in Q4 2018 and 88 closed out, a net change of +6 holders.
  • The largest Digital Realty Trust buyer in Q4 2018 was Capital World Investors, an estimated $639M added.
  • The largest Digital Realty Trust seller in Q4 2018 was Cohen & Steers, an estimated $277M sold.

Based on aggregated 13F filings for Q4 2018.