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Digital Realty Trust

687 hedge funds and large institutions have $23.3B invested in Digital Realty Trust in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 240 increasing their positions, 244 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 47

6% more funds holding

Funds holding: 649687 (+38)

2% more capital invested

Capital invested by funds: $22.9B → $23.3B (+$469M)

2% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 244

2.94% less ownership

Funds ownership: 99.58%96.64% (-2.9%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

52% less call options, than puts

Call options by funds: $82.7M | Put options by funds: $172M

Holders
687
Holders Change
+38
Holders Change %
+5.86%
% of All Funds
15.71%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.25%
New
91
Increased
240
Reduced
244
Closed
47
Calls
$82.7M
Puts
$172M
Net Calls
-$89.4M
Net Calls Change
-$50.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
451
Cerity Partners
New York
$610K +$81.3K +679 +14%
LNWWM
452
Laird Norton Wetherby Wealth Management
California
$591K +$5.87K +49 +0.9%
BFEC
453
Benjamin F. Edwards & Company
Missouri
$579K +$40.3K +337 +7%
CB
454
Commerce Bank
Missouri
$577K +$24.3K +203 +4%
PAM
455
Panagora Asset Management
Massachusetts
$576K -$176K -1,469 -22%
GIM
456
Groesbeck Investment Management
New Jersey
$572K -$61.7K -515 -9%
IWM
457
IHT Wealth Management
Illinois
$570K -$18.7K -156 -3%
IAA
458
Independent Advisor Alliance
North Carolina
$569K +$48.7K +407 +9%
SYBT
459
Stock Yards Bank & Trust
Kentucky
$568K +$29.1K +243 +5%
ASN
460
Advisory Services Network
Georgia
$567K +$30.2K +252 +5%
WIM
461
Westside Investment Management
California
$564K -$227K -1,900 -27%
BPGAM
462
BTG Pactual Global Asset Management
Bermuda
$562K +$599K +5,000 New
TEC
463
Tiger Eye Capital
Tennessee
$562K +$599K +5,000 New
SSWM
464
Sheets Smith Wealth Management
North Carolina
$556K +$5.27K +44 +0.9%
AIS
465
American Investment Services
Massachusetts
$554K
ANRIA
466
American National Registered Investment Advisor
Texas
$551K -$335K -2,800 -36%
HDIM
467
Hanson & Doremus Investment Management
Vermont
$536K
GW
468
GW & Wade
Massachusetts
$533K +$958 +8 +0.2%
TWI
469
Thomas White International
Illinois
$529K +$563K +4,700 New
William Blair & Company
470
William Blair & Company
Illinois
$527K +$7.78K +65 +1%
TAM
471
Tyers Asset Management
Texas
$516K -$23K -192 -4%
PA
472
Probity Advisors
Texas
$509K -$104K -865 -16%
RAM
473
Redmond Asset Management
Virginia
$486K +$518K +4,324 New
ECM
474
Everence Capital Management
Indiana
$485K
FMBTD
475
First Midwest Bank Trust Division
Illinois
$463K -$137K -1,147 -22%

DLR Hedge Fund Activity: Q3 2018 in Review

687 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q3 2018, worth a combined $23.3B — up 2.1% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DLR positions and 47 closed out — a net gain of 44 holders — while 240 added to existing stakes and 244 trimmed.

The largest buyer was Capital World Investors, adding an estimated $538M. The largest seller was Cohen & Steers, cutting an estimated $167M.

  • 687 institutional investors held Digital Realty Trust (DLR) as of Q3 2018, up from 649 in Q2 2018.
  • Funds reported $23.3B of Digital Realty Trust stock for Q3 2018, up 2.1% quarter-over-quarter.
  • 91 funds opened new Digital Realty Trust positions in Q3 2018 and 47 closed out, a net change of +44 holders.
  • The largest Digital Realty Trust buyer in Q3 2018 was Capital World Investors, an estimated $538M added.
  • The largest Digital Realty Trust seller in Q3 2018 was Cohen & Steers, an estimated $167M sold.

Based on aggregated 13F filings for Q3 2018.