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Digital Realty Trust

544 hedge funds and large institutions have $17B invested in Digital Realty Trust in 2016 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 221 increasing their positions, 164 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 61

35% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 164

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 516544 (+28)

6% less capital invested

Capital invested by funds: $18B → $17B (-$992M)

14% less call options, than puts

Call options by funds: $56.3M | Put options by funds: $65.3M

81.23% less ownership

Funds ownership: 190%108.77% (-81%)

Holders
544
Holders Change
+28
Holders Change %
+5.43%
% of All Funds
13.6%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.23%
New
99
Increased
221
Reduced
164
Closed
61
Calls
$56.3M
Puts
$65.3M
Net Calls
-$9.01M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
451
Patriot Financial Group Insurance Agency
Massachusetts
$202K +$177K +1,908 New
SIC
452
Shoker Investment Counsel
Ohio
$202K +$191K +2,060 New
CA
453
Commerzbank Aktiengesellschaft
Germany
$200K -$124K -1,329 -39%
FANJ
454
Financial Architects (New Jersey)
New Jersey
$179K -$930 -10 -0.5%
FIM
455
Foresters Investment Management
New York
$152K
Fifth Third Bancorp
456
Fifth Third Bancorp
Ohio
$148K +$186 +2 +0.1%
WEC
457
Winslow Evans & Crocker
Massachusetts
$147K
PCM
458
Prelude Capital Management
New York
$143K +$135K +1,455 New
KLWA
459
Kelly Lawrence W & Associates
California
$133K
EWM
460
Evercore Wealth Management
New York
$123K +$24.3K +261 +26%
GWM
461
Geneos Wealth Management
Colorado
$122K +$69.7K +750 +152%
BFEC
462
Benjamin F. Edwards & Company
Missouri
$111K +$61.6K +663 +141%
SF
463
Synovus Financial
Georgia
$107K +$3.63K +39 +4%
MC
464
Muzinich & Co
New York
$101K
TF
465
Tompkins Financial
New York
$100K +$94.4K +1,015 New
LNB
466
Ledyard National Bank
$93K
GRP
467
Global Retirement Partners
California
$93K +$86K +925 New
MAM
468
Meeder Asset Management
Ohio
$82K +$77.4K +833 New
PMFA
469
Plante Moran Financial Advisors
Michigan
$73K -$3.9K -42 -5%
ED
470
Exane Derivatives
France
$72.9K -$2.32K -25 -3%
Truist Financial
471
Truist Financial
North Carolina
$69K -$27.9K -300 -30%
MRCM
472
M&R Capital Management
New Jersey
$68K
CBOA
473
Commonwealth Bank of Australia
Australia
$67K -$10.5K -113 -14%
QCG
474
Quadrant Capital Group
Ohio
$65K -$1.11K -12 -2%
BIG
475
Bellwether Investment Group
Tennessee
$65K +$61.1K +657 New

DLR Hedge Fund Activity: Q4 2016 in Review

544 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q4 2016, worth a combined $17B — down 5.5% from $18B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new DLR positions and 61 closed out — a net gain of 38 holders — while 221 added to existing stakes and 164 trimmed.

The largest buyer was APG Asset Management US, adding an estimated $108M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $1.33B sold.

  • 544 institutional investors held Digital Realty Trust (DLR) as of Q4 2016, up from 516 in Q3 2016.
  • Funds reported $17B of Digital Realty Trust stock for Q4 2016, down 5.5% quarter-over-quarter.
  • 99 funds opened new Digital Realty Trust positions in Q4 2016 and 61 closed out, a net change of +38 holders.
  • The largest Digital Realty Trust buyer in Q4 2016 was APG Asset Management US, an estimated $108M added.
  • The largest Digital Realty Trust seller in Q4 2016 was Capital Research Global Investors, an estimated $1.33B sold.

Based on aggregated 13F filings for Q4 2016.