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Digital Realty Trust

460 hedge funds and large institutions have $14.9B invested in Digital Realty Trust in 2016 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 174 increasing their positions, 160 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $66.4M | Put options by funds: $21.6M

18% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 50

13% more capital invested

Capital invested by funds: $13.2B → $14.9B (+$1.71B)

5.15% more ownership

Funds ownership: 174.33%179.48% (+5.2%)

1% more funds holding

Funds holding: 454460 (+6)

9% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 160

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
460
Holders Change
+6
Holders Change %
+1.32%
% of All Funds
12.26%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
59
Increased
174
Reduced
160
Closed
50
Calls
$66.4M
Puts
$21.6M
Net Calls
+$44.8M
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$114M -$34.1M -420,398 -25%
CGT
27
Capital Guardian Trust
California
$110M +$35.4M +436,453 +7%
PI
28
PGGM Investments
Netherlands
$109M +$457K +5,647 +0.5%
MHI
29
Miller Howard Investments
New York
$104M -$27.7M -341,472 -22%
Norges Bank
30
Norges Bank
Norway
$102M +$41.4M +511,079 +79%
Ameriprise
31
Ameriprise
Minnesota
$95.5M +$20.8M +256,593 +31%
TIM
32
Thornburg Investment Management
New Mexico
$92.1M -$32.6M -402,200 -28%
JP Morgan Chase
33
JP Morgan Chase
New York
$87.1M +$376K +4,646 +0.5%
Victory Capital Management
34
Victory Capital Management
Texas
$83.4M +$13.2K +163 +0%
JHIU
35
Janus Henderson Investors US
Colorado
$83.4M +$29.9M +369,369 +65%
Renaissance Technologies
36
Renaissance Technologies
New York
$82.5M +$12.6M +155,700 +20%
Legal & General Group
37
Legal & General Group
United Kingdom
$78M +$4.49M +55,392 +7%
Morgan Stanley
38
Morgan Stanley
New York
$69.9M -$27.4M -338,172 -30%
Charles Schwab
39
Charles Schwab
California
$63M +$2.25M +27,799 +4%
Stifel Financial
40
Stifel Financial
Missouri
$62.2M -$108K -1,338 -0.2%
TCIM
41
TIAA CREF Investment Management
New York
$60.8M +$2.17M +26,786 +4%
UIC
42
Uniplan Investment Counsel
Wisconsin
$60.7M -$944K -11,648 -1%
American Century Companies
43
American Century Companies
Missouri
$58.5M -$16.7M -205,673 -24%
Principal Financial Group
44
Principal Financial Group
Iowa
$56.8M +$11.5M +141,680 +28%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$50M +$1.71M +21,150 +4%
CGM
46
Capital Growth Management
Massachusetts
$48.7M +$37.3M +460,000 +511%
DPIM
47
Duff & Phelps Investment Management
Illinois
$46.1M +$27.1M +334,125 +178%
CS
48
Credit Suisse
Switzerland
$45.8M -$8.58M -105,961 -17%
CIM
49
Confluence Investment Management
Missouri
$44.4M -$13.1M -161,590 -24%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$44.3M +$2.2M +27,101 +6%

DLR Hedge Fund Activity: Q1 2016 in Review

460 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q1 2016, worth a combined $14.9B — up 13% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new DLR positions and 50 closed out — a net gain of 9 holders — while 174 added to existing stakes and 160 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $330M. The largest seller was Fidelity Investments, cutting an estimated $316M.

  • 460 institutional investors held Digital Realty Trust (DLR) as of Q1 2016, up from 454 in Q4 2015.
  • Funds reported $14.9B of Digital Realty Trust stock for Q1 2016, up 13% quarter-over-quarter.
  • 59 funds opened new Digital Realty Trust positions in Q1 2016 and 50 closed out, a net change of +9 holders.
  • The largest Digital Realty Trust buyer in Q1 2016 was Cohen & Steers, an estimated $330M added.
  • The largest Digital Realty Trust seller in Q1 2016 was Fidelity Investments, an estimated $316M sold.

Based on aggregated 13F filings for Q1 2016.