Digital Realty Trust
411 hedge funds and large institutions have $10.3B invested in Digital Realty Trust in 2014 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 153 increasing their positions, 133 reducing their positions, and 25 closing their positions.
588% more call options, than puts
Call options by funds: $78.8M | Put options by funds: $11.5M
160% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 25
57.75% more ownership
Funds ownership: 102.82% → 160.58% (+58%)
18% more capital invested
Capital invested by funds: $8.72B → $10.3B (+$1.55B)
15% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 133
9% more funds holding
Funds holding: 376 → 411 (+35)
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$5.07B |
| 2 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
+$396M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$84.4M |
| 4 |
CI
Capital International
Los Angeles,
California
|
+$67M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$62.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$188M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$175M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$109M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$65.6M |
| 5 |
MCM
Moore Capital Management
New York
|
-$34.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OIM
426
Orca Investment Management
Roseburg,
Oregon
| – | -$382K | -6,128 | Closed |
|
|
NEI
427
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| – | -$341K | -5,470 | Closed |
|
|
EVM
428
Eaton Vance Management
Boston,
Massachusetts
| – | -$210K | -3,365 | Closed |
|
429
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$209K | -3,356 | Closed |
|
|
CLOS
430
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| – | -$84K | -1,343 | Closed |
|
|
PTC
431
Private Trust Company
Cleveland,
Ohio
| – | -$39K | -622 | Closed |
|
|
CS
432
Credential Securities
Vancouver,
| – | -$22.5K | -360 | Closed |
|
433
Group One Trading
Chicago,
Illinois
| – | -$6.68K | -100 | Closed |
|
|
RFA
434
Reilly Financial Advisors
La Mesa,
California
| – | -$3K | -46 | Closed |
|
|
HI
435
Hudock Inc
Williamsport,
Pennsylvania
| – | -$2K | -32 | Closed |
|
436
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.54K | -23 | -85% |
|
DLR Hedge Fund Activity: Q4 2014 in Review
411 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q4 2014, worth a combined $10.3B — up 18% from $8.72B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new DLR positions and 25 closed out — a net gain of 40 holders — while 153 added to existing stakes and 133 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $5.07B. The largest seller was Bank of America, cutting an estimated $188M.
- 411 institutional investors held Digital Realty Trust (DLR) as of Q4 2014, up from 376 in Q3 2014.
- Funds reported $10.3B of Digital Realty Trust stock for Q4 2014, up 18% quarter-over-quarter.
- 65 funds opened new Digital Realty Trust positions in Q4 2014 and 25 closed out, a net change of +40 holders.
- The largest Digital Realty Trust buyer in Q4 2014 was Capital Research Global Investors, an estimated $5.07B added.
- The largest Digital Realty Trust seller in Q4 2014 was Bank of America, an estimated $188M sold.
Based on aggregated 13F filings for Q4 2014.