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Digital Realty Trust

687 hedge funds and large institutions have $25.4B invested in Digital Realty Trust in 2019 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 283 increasing their positions, 236 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 236

14% more capital invested

Capital invested by funds: $22.2B → $25.4B (+$3.2B)

8% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 60

0.98% more ownership

Funds ownership: 101.81%102.79% (+0.98%)

0% more funds holding

Funds holding: 687687 (0)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

43% less call options, than puts

Call options by funds: $79.7M | Put options by funds: $141M

Holders
687
Holders Change
Holders Change %
0%
% of All Funds
14.87%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.26%
New
65
Increased
283
Reduced
236
Closed
60
Calls
$79.7M
Puts
$141M
Net Calls
-$61.2M
Net Calls Change
-$55.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HAM
401
Highstreet Asset Management
Ontario, Canada
$762K -$80.3K -720 -10%
PFPT
402
Pinnacle Financial Partners (Tennessee)
Tennessee
$743K +$259K +2,317 +59%
FIM
403
Freedom Investment Management
Connecticut
$735K -$1.44M -12,887 -68%
ZCA
404
Zeke Capital Advisors
Pennsylvania
$725K -$28.8K -258 -4%
SNT
405
Security National Trust
West Virginia
$724K +$15.1K +135 +2%
IG
406
ING Group
Netherlands
$720K -$216K -1,936 -24%
BPA
407
Beacon Pointe Advisors
California
$718K +$86.7K +777 +15%
CI
408
Cigna Investments
Connecticut
$717K -$11.2K -100 -2%
ASN
409
Advisory Services Network
Georgia
$717K +$124K +1,110 +23%
ANI
410
American National Insurance
Texas
$714K
LIM
411
Loudon Investment Management
New Hampshire
$701K -$2.79K -25 -0.4%
NA
412
NewEdge Advisors
Louisiana
$695K +$3.01K +27 +0.5%
EOJOAM
413
E. Ohman J:or Asset Management
Sweden
$690K -$335K -3,000 -34%
WS
414
Wedbush Securities
California
$681K -$15.1K -135 -2%
ADBIC
415
A.D. Beadell Investment Counsel
Wisconsin
$679K
LFAS
416
Level Four Advisory Services
Texas
$674K +$40.2K +360 +7%
WA
417
Winfield Associates
Ohio
$665K +$624K +5,590 New
EP
418
Elkfork Partners
Oregon
$662K +$7.36K +66 +1%
LNWWM
419
Laird Norton Wetherby Wealth Management
California
$660K -$12.5K -112 -2%
S
420
Surevest
California
$657K +$332K +2,979 +117%
1WA
421
180 Wealth Advisors
Washington
$634K -$124K -1,115 -17%
SSWM
422
Sheets Smith Wealth Management
North Carolina
$620K +$25.3K +227 +5%
MAM
423
Martingale Asset Management
Massachusetts
$597K -$100K -900 -15%
RAM
424
Redmond Asset Management
Virginia
$592K +$71.4K +640 +15%
William Blair & Company
425
William Blair & Company
Illinois
$590K -$56.6K -507 -9%

DLR Hedge Fund Activity: Q1 2019 in Review

687 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q1 2019, worth a combined $25.4B — up 14% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new DLR positions and 60 closed out — a net gain of 5 holders — while 283 added to existing stakes and 236 trimmed.

The largest buyer was Capital World Investors, adding an estimated $314M. The largest seller was Cohen & Steers, cutting an estimated $362M.

  • 687 institutional investors held Digital Realty Trust (DLR) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $25.4B of Digital Realty Trust stock for Q1 2019, up 14% quarter-over-quarter.
  • 65 funds opened new Digital Realty Trust positions in Q1 2019 and 60 closed out, a net change of +5 holders.
  • The largest Digital Realty Trust buyer in Q1 2019 was Capital World Investors, an estimated $314M added.
  • The largest Digital Realty Trust seller in Q1 2019 was Cohen & Steers, an estimated $362M sold.

Based on aggregated 13F filings for Q1 2019.