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Digital Realty Trust

817 hedge funds and large institutions have $38.2B invested in Digital Realty Trust in 2020 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 380 increasing their positions, 221 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more funds holding in top 10

Funds holding in top 10: 1338 (+25)

93% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 70

72% more repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 221

40% more capital invested

Capital invested by funds: $27.3B → $38.2B (+$10.9B)

7% more funds holding

Funds holding: 764817 (+53)

3.14% less ownership

Funds ownership: 109.23%106.09% (-3.1%)

31% less call options, than puts

Call options by funds: $168M | Put options by funds: $241M

Holders
817
Holders Change
+53
Holders Change %
+6.94%
% of All Funds
18%
Holding in Top 10
38
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+192.31%
% of All Funds
0.84%
New
135
Increased
380
Reduced
221
Closed
70
Calls
$168M
Puts
$241M
Net Calls
-$73.7M
Net Calls Change
-$77M
Name Holding Trade Value Shares
Change
Change in
Stake
Parallax Volatility Advisers
476
Parallax Volatility Advisers
California
$798K +$730K +5,743 New
IRF
477
IBM Retirement Fund
New York
$789K +$331K +2,601 +84%
PCM
478
Penn Capital Management
Pennsylvania
$783K +$710K +5,585 New
HIA
479
Harbor Investment Advisory
Maryland
$775K
SSWM
480
Sheets Smith Wealth Management
North Carolina
$762K +$18.7K +147 +3%
KA
481
Kintegral Advisory
New York
$760K +$78K +613 +13%
CT
482
Cambridge Trust
Massachusetts
$758K +$694K +5,458 New
JIC
483
Johnson Investment Counsel
Ohio
$755K +$338K +2,659 +96%
CG
484
Cynosure Group
Utah
$747K +$684K +5,380 New
LIM
485
Loudon Investment Management
New Hampshire
$745K
FIM
486
Freedom Investment Management
Connecticut
$742K +$201K +1,579 +36%
SYBT
487
Stock Yards Bank & Trust
Kentucky
$736K +$38K +299 +6%
NP
488
Ninepoint Partners
Ontario, Canada
$736K +$674K +5,298 New
ECM
489
Everence Capital Management
Indiana
$726K
IFG
490
Independent Financial Group
California
$720K +$659K +5,186 New
HC
491
Henshaw Capital
Massachusetts
$702K +$643K +5,057 New
PIA
492
Piedmont Investment Advisors
North Carolina
$698K +$138K +1,086 +28%
Brown Advisory
493
Brown Advisory
Maryland
$695K +$327K +2,571 +106%
PAG
494
Private Advisor Group
New Jersey
$686K +$240K +1,889 +62%
Wealthfront Advisers
495
Wealthfront Advisers
California
$684K +$193K +1,519 +45%
SW
496
SVB Wealth
Massachusetts
$678K +$24K +189 +4%
Tudor Investment Corp
497
Tudor Investment Corp
Connecticut
$666K +$609K +4,791 New
LWS
498
Lucia Wealth Services
California
$666K +$609K +4,792 New
Assenagon Asset Management
499
Assenagon Asset Management
Luxembourg
$662K +$606K +4,765 New
IAA
500
Independent Advisor Alliance
North Carolina
$657K -$11.3K -89 -2%

DLR Hedge Fund Activity: Q1 2020 in Review

817 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q1 2020, worth a combined $38.2B — up 40% from $27.3B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new DLR positions and 70 closed out — a net gain of 65 holders — while 380 added to existing stakes and 221 trimmed.

The largest buyer was BlackRock, adding an estimated $672M. The largest seller was Capital World Investors, cutting an estimated $333M.

  • 817 institutional investors held Digital Realty Trust (DLR) as of Q1 2020, up from 764 in Q4 2019.
  • Funds reported $38.2B of Digital Realty Trust stock for Q1 2020, up 40% quarter-over-quarter.
  • 135 funds opened new Digital Realty Trust positions in Q1 2020 and 70 closed out, a net change of +65 holders.
  • The largest Digital Realty Trust buyer in Q1 2020 was BlackRock, an estimated $672M added.
  • The largest Digital Realty Trust seller in Q1 2020 was Capital World Investors, an estimated $333M sold.

Based on aggregated 13F filings for Q1 2020.