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Digital Realty Trust

638 hedge funds and large institutions have $24.1B invested in Digital Realty Trust in 2017 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 309 increasing their positions, 146 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 42

112% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 146

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

33% more call options, than puts

Call options by funds: $87.1M | Put options by funds: $65.6M

29% more capital invested

Capital invested by funds: $18.7B → $24.1B (+$5.42B)

9% more funds holding

Funds holding: 588638 (+50)

2.63% less ownership

Funds ownership: 101.91%99.28% (-2.6%)

Holders
638
Holders Change
+50
Holders Change %
+8.5%
% of All Funds
15.91%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.42%
New
101
Increased
309
Reduced
146
Closed
42
Calls
$87.1M
Puts
$65.6M
Net Calls
+$21.5M
Net Calls Change
+$35.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
476
Lincoln National Corp
Pennsylvania
$368K +$359K +3,108 New
IOOF
477
Independent Order of Foresters
Ontario, Canada
$361K +$6.93K +60 +2%
FIM
478
Foresters Investment Management
New York
$352K +$165K +1,431 +93%
CIA
479
Cascade Investment Advisors
Oregon
$351K
AIA
480
Allegis Investment Advisors
Idaho
$351K +$343K +2,967 New
AA
481
Ancora Advisors
Ohio
$346K +$338K +2,923 New
CAS
482
Cue Advisory Services
Arizona
$335K +$69.3K +600 +27%
RCM
483
Riverhead Capital Management
Delaware
$333K -$162K -1,400 -33%
NI
484
Numeric Investors
Massachusetts
$331K -$381K -3,300 -54%
DCM
485
Delta Capital Management
New Jersey
$325K
NPC
486
National Planning Corporation
California
$324K +$36.1K +312 +13%
HIMC
487
Heritage Investors Management Corp
Maryland
$323K
FIM
488
Fernwood Investment Management
Massachusetts
$321K -$57.8K -500 -16%
CM
489
Castleark Management
Illinois
$321K +$68.2K +590 +28%
TF
490
Tompkins Financial
New York
$319K -$136K -1,175 -30%
CANY
491
Caxton Associates (New York)
New York
$319K +$312K +2,697 New
RIL
492
Rothschild Investment LLC
Illinois
$318K +$94.4K +817 +44%
FCBT
493
First Citizens Bank & Trust
North Carolina
$317K +$310K +2,678 New
SCM
494
Shelton Capital Management
Colorado
$307K +$300K +2,593 New
HIC
495
Holderness Investments Company
North Carolina
$302K +$20.2K +175 +7%
KCMRT
496
Kemper Corp Master Retirement Trust
Illinois
$296K +$5.78K +50 +2%
HW
497
Hancock Whitney
Mississippi
$296K +$289K +2,503 New
CCM
498
Catawba Capital Management
Virginia
$285K +$278K +2,405 New
MWM
499
Merriman Wealth Management
Washington
$283K +$277K +2,395 New
B
500
Brightworth
Georgia
$278K +$272K +2,350 New

DLR Hedge Fund Activity: Q3 2017 in Review

638 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q3 2017, worth a combined $24.1B — up 29% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new DLR positions and 42 closed out — a net gain of 59 holders — while 309 added to existing stakes and 146 trimmed.

The largest buyer was Vanguard Group, adding an estimated $952M. The largest seller was Deutsche Bank, cutting an estimated $61.2M.

  • 638 institutional investors held Digital Realty Trust (DLR) as of Q3 2017, up from 588 in Q2 2017.
  • Funds reported $24.1B of Digital Realty Trust stock for Q3 2017, up 29% quarter-over-quarter.
  • 101 funds opened new Digital Realty Trust positions in Q3 2017 and 42 closed out, a net change of +59 holders.
  • The largest Digital Realty Trust buyer in Q3 2017 was Vanguard Group, an estimated $952M added.
  • The largest Digital Realty Trust seller in Q3 2017 was Deutsche Bank, an estimated $61.2M sold.

Based on aggregated 13F filings for Q3 2017.