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Digital Realty Trust

649 hedge funds and large institutions have $22.9B invested in Digital Realty Trust in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 245 increasing their positions, 242 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 38

6% more capital invested

Capital invested by funds: $21.6B → $22.9B (+$1.26B)

2% more funds holding

Funds holding: 638649 (+11)

1% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 242

0.27% less ownership

Funds ownership: 99.84%99.58% (-0.27%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

27% less call options, than puts

Call options by funds: $105M | Put options by funds: $144M

Holders
649
Holders Change
+11
Holders Change %
+1.72%
% of All Funds
14.86%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
53
Increased
245
Reduced
242
Closed
38
Calls
$105M
Puts
$144M
Net Calls
-$38.7M
Net Calls Change
-$69.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
476
PineBridge Investments
New York
$299K -$144K -1,360 -34%
DCM
477
Delta Capital Management
New Jersey
$293K
WG
478
Winton Group
United Kingdom
$289K +$60.3K +568 +28%
HIC
479
Holderness Investments Company
North Carolina
$285K
CIM
480
CIM Investment Management
Pennsylvania
$284K -$9.97K -94 -4%
FGAM
481
Financial Gravity Asset Management
Texas
$277K -$55.6K -524 -19%
AP
482
Advisor Partners
California
$275K +$48.3K +455 +23%
CAMG
483
CWA Asset Management Group
Florida
$272K +$13.2K +124 +5%
Northwestern Mutual Wealth Management
484
Northwestern Mutual Wealth Management
Wisconsin
$269K +$46.3K +436 +22%
PIA
485
Piedmont Investment Advisors
North Carolina
$269K +$256K +2,411 New
AWM
486
AE Wealth Management
Kansas
$264K -$18.5K -174 -7%
CAG
487
Crestwood Advisors Group
Massachusetts
$263K
CFB
488
Cullen/Frost Bankers
Texas
$259K -$5.94K -56 -2%
FIM
489
Fernwood Investment Management
Massachusetts
$259K
FAAS
490
First Allied Advisory Services
California
$258K -$144K -1,360 -37%
JCM
491
Jacobi Capital Management
Pennsylvania
$256K +$53.4K +503 +28%
MWM
492
Merriman Wealth Management
Washington
$249K -$17K -160 -7%
VFA
493
Voya Financial Advisors
Connecticut
$247K +$237K +2,236 New
AA
494
Ancora Advisors
Ohio
$245K +$233K +2,200 New
AFP
495
Ausdal Financial Partners
Iowa
$241K +$229K +2,163 New
FC
496
FCA Corp
Texas
$239K
RFC
497
Regions Financial Corp
Alabama
$235K +$29.4K +277 +15%
PWM
498
Perigon Wealth Management
California
$234K -$466K -4,395 -68%
MFS
499
Madrona Financial Services
Washington
$234K -$15K -141 -6%
LOAME
500
Lombard Odier Asset Management (Europe)
United Kingdom
$233K

DLR Hedge Fund Activity: Q2 2018 in Review

649 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q2 2018, worth a combined $22.9B — up 5.8% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new DLR positions and 38 closed out — a net gain of 15 holders — while 245 added to existing stakes and 242 trimmed.

The largest buyer was APG Asset Management US, adding an estimated $178M. The largest seller was Vanguard Group, cutting an estimated $191M.

  • 649 institutional investors held Digital Realty Trust (DLR) as of Q2 2018, up from 638 in Q1 2018.
  • Funds reported $22.9B of Digital Realty Trust stock for Q2 2018, up 5.8% quarter-over-quarter.
  • 53 funds opened new Digital Realty Trust positions in Q2 2018 and 38 closed out, a net change of +15 holders.
  • The largest Digital Realty Trust buyer in Q2 2018 was APG Asset Management US, an estimated $178M added.
  • The largest Digital Realty Trust seller in Q2 2018 was Vanguard Group, an estimated $191M sold.

Based on aggregated 13F filings for Q2 2018.