Digital Realty Trust
370 hedge funds and large institutions have $7.72B invested in Digital Realty Trust in 2013 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 111 increasing their positions, 167 reducing their positions, and 64 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 5 → 10 (+5)
3.56% more ownership
Funds ownership: 118.92% → 122.49% (+3.6%)
5% less capital invested
Capital invested by funds: $8.12B → $7.72B (-$402M)
6% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 64
2% less funds holding
Funds holding: 376 → 370 (-6)
34% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 167
53% less call options, than puts
Call options by funds: $51.6M | Put options by funds: $109M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$173M |
| 2 |
PC
Paulson & Co
New York
|
+$115M |
| 3 |
O
OppenheimerFunds
New York
|
+$74.9M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$53.6M |
| 5 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$52.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Edge Asset Management
Seattle,
Washington
|
-$78M |
| 2 |
AAMU
APG Asset Management US
New York
|
-$62.8M |
| 3 |
Goldman Sachs
New York
|
-$47.3M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$39.3M |
| 5 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$38.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WIL
426
Winifred I. Li
| – | -$40K | -750 | Closed |
|
|
RNS
427
Robert N. Shapiro
| – | -$34K | -650 | Closed |
|
|
TF
428
Trutina Financial
Bellevue,
Washington
| – | -$14K | -273 | Closed |
|
|
FTUS
429
Flow Traders U.S.
New York
| – | -$11K | -213 | Closed |
|
|
MBT
430
Monroe Bank & Trust
Monroe,
Michigan
| – | -$5K | -100 | Closed |
|
431
Victory Capital Management
San Antonio,
Texas
| – | -$3K | -57 | Closed |
|
|
PAS
432
Partnervest Advisory Services
Santa Barbara,
California
| – | -$2K | -38 | Closed |
|
|
CG
433
Colony Group
Boston,
Massachusetts
| – | +$50 | +1 | New |
|
DLR Hedge Fund Activity: Q4 2013 in Review
370 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q4 2013, worth a combined $7.72B — down 4.9% from $8.12B a quarter earlier.
Sellers outnumbered buyers: 64 funds closed out of DLR and 60 opened new positions — a net loss of 4 holders — while 167 trimmed existing stakes and 111 added.
The largest buyer was Capital Research Global Investors, adding an estimated $173M. The largest seller was Edge Asset Management, cutting an estimated $78M.
- 370 institutional investors held Digital Realty Trust (DLR) as of Q4 2013, down from 376 in Q3 2013.
- Funds reported $7.72B of Digital Realty Trust stock for Q4 2013, down 4.9% quarter-over-quarter.
- 60 funds opened new Digital Realty Trust positions in Q4 2013 and 64 closed out, a net change of -4 holders.
- The largest Digital Realty Trust buyer in Q4 2013 was Capital Research Global Investors, an estimated $173M added.
- The largest Digital Realty Trust seller in Q4 2013 was Edge Asset Management, an estimated $78M sold.
Based on aggregated 13F filings for Q4 2013.