We are live on ! Find out more
DLR icon

Digital Realty Trust

764 hedge funds and large institutions have $27.3B invested in Digital Realty Trust in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 309 increasing their positions, 215 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 41

44% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 215

10% more funds holding

Funds holding: 697764 (+67)

6.16% more ownership

Funds ownership: 103.07%109.23% (+6.2%)

2% more call options, than puts

Call options by funds: $141M | Put options by funds: $137M

2% less capital invested

Capital invested by funds: $27.9B → $27.3B (-$559M)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
764
Holders Change
+67
Holders Change %
+9.61%
% of All Funds
15.05%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.26%
New
123
Increased
309
Reduced
215
Closed
41
Calls
$141M
Puts
$137M
Net Calls
+$3.26M
Net Calls Change
+$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
451
Mackenzie Financial
Ontario, Canada
$662K +$170K +1,378 +33%
LIA
452
LS Investment Advisors
Michigan
$647K +$31.9K +259 +5%
LIM
453
Loudon Investment Management
New Hampshire
$642K
EH
454
Equitable Holdings
New York
$640K +$658K +5,349 New
SSWM
455
Sheets Smith Wealth Management
North Carolina
$639K +$5.05K +41 +0.8%
AC
456
Athanor Capital
New York
$635K -$320K -2,600 -33%
ECM
457
Everence Capital Management
Indiana
$626K -$219K -1,776 -25%
VI
458
Vestcor Inc
New Brunswick, Canada
$620K +$638K +5,180 New
AI
459
Atria Investments
North Carolina
$614K +$631K +5,127 New
CIBC World Market
460
CIBC World Market
Ontario, Canada
$605K +$622K +5,050 New
SYBT
461
Stock Yards Bank & Trust
Kentucky
$599K -$9.85K -80 -2%
AWM
462
AE Wealth Management
Kansas
$598K +$83.3K +677 +16%
EWA
463
EP Wealth Advisors
California
$598K +$615K +4,993 New
KRSITF
464
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$592K +$3.57K +29 +0.6%
KA
465
Kintegral Advisory
New York
$587K
Two Sigma Advisers
466
Two Sigma Advisers
New York
$579K +$595K +4,836 New
IAA
467
Independent Advisor Alliance
North Carolina
$577K +$39K +317 +7%
IWM
468
IHT Wealth Management
Illinois
$576K -$37.9K -308 -6%
CB
469
CNB Bank
Pennsylvania
$568K +$178K +1,448 +44%
TWI
470
Thomas White International
Illinois
$563K
SW
471
SVB Wealth
Massachusetts
$562K +$19.9K +162 +4%
FQ
472
First Quadrant
California
$556K
CB
473
Commerce Bank
Missouri
$556K +$152K +1,235 +36%
MAM
474
Martingale Asset Management
Massachusetts
$552K -$246 -2 -0%
Northwestern Mutual Wealth Management
475
Northwestern Mutual Wealth Management
Wisconsin
$550K -$16K -130 -3%

DLR Hedge Fund Activity: Q4 2019 in Review

764 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q4 2019, worth a combined $27.3B — down 2% from $27.9B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new DLR positions and 41 closed out — a net gain of 82 holders — while 309 added to existing stakes and 215 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $539M. The largest seller was Bank of America, cutting an estimated $315M.

  • 764 institutional investors held Digital Realty Trust (DLR) as of Q4 2019, up from 697 in Q3 2019.
  • Funds reported $27.3B of Digital Realty Trust stock for Q4 2019, down 2% quarter-over-quarter.
  • 123 funds opened new Digital Realty Trust positions in Q4 2019 and 41 closed out, a net change of +82 holders.
  • The largest Digital Realty Trust buyer in Q4 2019 was Cohen & Steers, an estimated $539M added.
  • The largest Digital Realty Trust seller in Q4 2019 was Bank of America, an estimated $315M sold.

Based on aggregated 13F filings for Q4 2019.