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Digital Realty Trust

697 hedge funds and large institutions have $27.9B invested in Digital Realty Trust in 2019 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 289 increasing their positions, 238 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

21% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 238

15% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 48

12% more capital invested

Capital invested by funds: $25B → $27.9B (+$2.92B)

1.28% more ownership

Funds ownership: 101.79%103.07% (+1.3%)

0% more funds holding

Funds holding: 696697 (+1)

29% less call options, than puts

Call options by funds: $88.3M | Put options by funds: $125M

Holders
697
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
15.29%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.35%
New
55
Increased
289
Reduced
238
Closed
48
Calls
$88.3M
Puts
$125M
Net Calls
-$36.2M
Net Calls Change
+$43M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
426
Wedbush Securities
California
$706K -$365 -3 -0.1%
LIM
427
Loudon Investment Management
New Hampshire
$696K -$63.9K -525 -9%
SSWM
428
Sheets Smith Wealth Management
North Carolina
$688K +$5.47K +45 +0.9%
USAA
429
United Services Automobile Association
Texas
$682K -$8.13M -66,841 -93%
LMAM
430
Legg Mason Asset Management
Japan
$669K +$77.9K +640 +14%
LIA
431
LS Investment Advisors
Michigan
$667K +$25.6K +210 +4%
IWM
432
IHT Wealth Management
Illinois
$664K +$85K +699 +16%
SYBT
433
Stock Yards Bank & Trust
Kentucky
$660K -$1.95K -16 -0.3%
N
434
Natixis
France
$658K +$617K +5,071 New
PAG
435
Private Advisor Group
New Jersey
$644K -$140K -1,148 -19%
TPWA
436
TRUE Private Wealth Advisors
Oregon
$643K +$126K +1,034 +26%
KRSITF
437
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$638K +$69.5K +571 +13%
KA
438
Kintegral Advisory
New York
$631K
Northwestern Mutual Wealth Management
439
Northwestern Mutual Wealth Management
Wisconsin
$614K +$102K +840 +22%
VF
440
Virtu Financial
New York
$613K +$575K +4,726 New
EOJOAM
441
E. Ohman J:or Asset Management
Sweden
$610K
TWI
442
Thomas White International
Illinois
$610K
FQ
443
First Quadrant
California
$602K
MAM
444
Martingale Asset Management
Massachusetts
$599K
TAM
445
Tocqueville Asset Management
New York
$593K +$1.22K +10 +0.2%
FIM
446
Freedom Investment Management
Connecticut
$592K -$132K -1,088 -19%
SW
447
SVB Wealth
Massachusetts
$588K -$14.2K -117 -3%
IAA
448
Independent Advisor Alliance
North Carolina
$584K +$7.3K +60 +1%
PAM
449
Panagora Asset Management
Massachusetts
$582K -$15.2K -125 -3%
GLA
450
Great Lakes Advisors
Illinois
$573K -$73K -600 -12%

DLR Hedge Fund Activity: Q3 2019 in Review

697 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q3 2019, worth a combined $27.9B — up 12% from $25B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new DLR positions and 48 closed out — a net gain of 7 holders — while 289 added to existing stakes and 238 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $168M. The largest seller was Brookfield Corp, exiting entirely with an estimated $111M sold.

  • 697 institutional investors held Digital Realty Trust (DLR) as of Q3 2019, up from 696 in Q2 2019.
  • Funds reported $27.9B of Digital Realty Trust stock for Q3 2019, up 12% quarter-over-quarter.
  • 55 funds opened new Digital Realty Trust positions in Q3 2019 and 48 closed out, a net change of +7 holders.
  • The largest Digital Realty Trust buyer in Q3 2019 was Cohen & Steers, an estimated $168M added.
  • The largest Digital Realty Trust seller in Q3 2019 was Brookfield Corp, an estimated $111M sold.

Based on aggregated 13F filings for Q3 2019.