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Digital Realty Trust

516 hedge funds and large institutions have $18B invested in Digital Realty Trust in 2016 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 193 increasing their positions, 183 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $72.7M | Put options by funds: $49.9M

15.26% more ownership

Funds ownership: 174.74%190% (+15%)

5% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 183

3% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 64

2% less funds holding

Funds holding: 525516 (-9)

10% less capital invested

Capital invested by funds: $19.9B → $18B (-$1.95B)

60% less funds holding in top 10

Funds holding in top 10: 208 (-12)

Holders
516
Holders Change
-9
Holders Change %
-1.71%
% of All Funds
13.77%
Holding in Top 10
8
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-60%
% of All Funds
0.21%
New
62
Increased
193
Reduced
183
Closed
64
Calls
$72.7M
Puts
$49.9M
Net Calls
+$22.7M
Net Calls Change
+$7.09M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
426
Wealthspire Advisors (Maryland)
Maryland
$231K -$103K -1,008 -30%
LNWWM
427
Laird Norton Wetherby Wealth Management
California
$229K +$5.8K +57 +2%
CCM
428
Copeland Capital Management
Pennsylvania
$226K -$10.2K -100 -4%
WCA
429
Westover Capital Advisors
Delaware
$223K +$233K +2,293 New
ST
430
Smithfield Trust
Pennsylvania
$221K +$167K +1,640 +258%
ARMT
431
Amica Retiree Medical Trust
Rhode Island
$216K +$89K +875 +65%
LOAME
432
Lombard Odier Asset Management (Europe)
United Kingdom
$214K +$31.1K +306 +16%
FFBTD
433
First Financial Bank - Trust Division
Ohio
$209K
Brown Advisory
434
Brown Advisory
Maryland
$204K +$214K +2,102 New
CSS
435
Cubist Systematic Strategies
Connecticut
$185K -$252K -2,476 -57%
FANJ
436
Financial Architects (New Jersey)
New Jersey
$178K
BCP
437
Blue Chip Partners
Michigan
$162K -$4.14M -40,706 -96%
FIM
438
Foresters Investment Management
New York
$153K
Fifth Third Bancorp
439
Fifth Third Bancorp
Ohio
$146K -$3.68M -36,134 -96%
WEC
440
Winslow Evans & Crocker
Massachusetts
$145K -$390K -3,832 -72%
KLWA
441
Kelly Lawrence W & Associates
California
$131K
SF
442
Synovus Financial
Georgia
$102K
MC
443
Muzinich & Co
New York
$100K +$14.8K +145 +16%
Truist Financial
444
Truist Financial
North Carolina
$97K -$10.2K -100 -9%
EWM
445
Evercore Wealth Management
New York
$96K -$9.26K -91 -8%
LNB
446
Ledyard National Bank
$92K -$34.6K -340 -26%
FFC
447
First Financial Corp
Indiana
$87K
PMFA
448
Plante Moran Financial Advisors
Michigan
$77K -$19.9K -196 -20%
CBOA
449
Commonwealth Bank of Australia
Australia
$77K
IC
450
IKOS CIF
Cyprus
$77K +$77.7K +764 New

DLR Hedge Fund Activity: Q3 2016 in Review

516 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q3 2016, worth a combined $18B — down 9.8% from $19.9B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of DLR and 62 opened new positions — a net loss of 2 holders — while 183 trimmed existing stakes and 193 added.

The largest buyer was Capital International Investors, adding an estimated $148M. The largest seller was Capital Research Global Investors, cutting an estimated $111M.

  • 516 institutional investors held Digital Realty Trust (DLR) as of Q3 2016, down from 525 in Q2 2016.
  • Funds reported $18B of Digital Realty Trust stock for Q3 2016, down 9.8% quarter-over-quarter.
  • 62 funds opened new Digital Realty Trust positions in Q3 2016 and 64 closed out, a net change of -2 holders.
  • The largest Digital Realty Trust buyer in Q3 2016 was Capital International Investors, an estimated $148M added.
  • The largest Digital Realty Trust seller in Q3 2016 was Capital Research Global Investors, an estimated $111M sold.

Based on aggregated 13F filings for Q3 2016.