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Digital Realty Trust

516 hedge funds and large institutions have $18B invested in Digital Realty Trust in 2016 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 193 increasing their positions, 183 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $72.7M | Put options by funds: $49.9M

15.26% more ownership

Funds ownership: 174.74%190% (+15%)

5% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 183

3% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 64

2% less funds holding

Funds holding: 525516 (-9)

10% less capital invested

Capital invested by funds: $19.9B → $18B (-$1.95B)

60% less funds holding in top 10

Funds holding in top 10: 208 (-12)

Holders
516
Holders Change
-9
Holders Change %
-1.71%
% of All Funds
13.77%
Holding in Top 10
8
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-60%
% of All Funds
0.21%
New
62
Increased
193
Reduced
183
Closed
64
Calls
$72.7M
Puts
$49.9M
Net Calls
+$22.7M
Net Calls Change
+$7.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Parallax Volatility Advisers
501
Parallax Volatility Advisers
California
$5K -$1.23M -12,119 -100%
PFG
502
Piershale Financial Group
Illinois
$5K
PCP
503
Proficio Capital Partners
Massachusetts
$5K
RWG
504
Regal Wealth Group
California
$5K
TFO
505
Tarbox Family Office
California
$4K +$4.17K +41 New
Loomis, Sayles & Company
506
Loomis, Sayles & Company
Massachusetts
$3K
LWA
507
Lowe Wealth Advisors
Maryland
$3K
FMII
508
Farmers & Merchants Investments Inc
Nebraska
$2K
WRM
509
Westport Resources Management
Connecticut
$2K
WTC
510
WhitTier Trust Company
Nevada
$2K
EWM
511
Elite Wealth Management
Washington
$2K +$1.73K +17 New
TWA
512
TCI Wealth Advisors
Arizona
$2K +$2.44K +24 New
FAM
513
Fred Alger Management
New York
$1K -$3.17M -31,171 -100%
GI
514
Gradient Investments
Minnesota
$1K
HCM
515
Herndon Capital Management
Georgia
$1K
PIA
516
Piedmont Investment Advisors
North Carolina
$582
SBL
517
Sargent Bickham Lagudis
Colorado
$26 +$27.5K +270 New
UIC
518
Uniplan Investment Counsel
Wisconsin
-$80.9M -742,169 Closed
HRES
519
Heitman Real Estate Securities
Illinois
-$48.7M -446,692 Closed
VWM
520
Valley Wealth Managers
New Jersey
-$16.6M -152,015 Closed
ZP
521
Zimmer Partners
New York
-$16.3M -150,000 Closed
SP
522
Sarasin & Partners
United Kingdom
-$12.3M -112,566 Closed
PFMOSF
523
Philadelphia Financial Management of San Francisco
California
-$11.6M -106,046 Closed
ASC
524
Atalanta Sosnoff Capital
New York
-$9.5M -87,147 Closed
RC
525
Resolution Capital
Australia
-$6.85M -62,866 Closed

DLR Hedge Fund Activity: Q3 2016 in Review

516 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q3 2016, worth a combined $18B — down 9.8% from $19.9B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of DLR and 62 opened new positions — a net loss of 2 holders — while 183 trimmed existing stakes and 193 added.

The largest buyer was Capital International Investors, adding an estimated $148M. The largest seller was Capital Research Global Investors, cutting an estimated $111M.

  • 516 institutional investors held Digital Realty Trust (DLR) as of Q3 2016, down from 525 in Q2 2016.
  • Funds reported $18B of Digital Realty Trust stock for Q3 2016, down 9.8% quarter-over-quarter.
  • 62 funds opened new Digital Realty Trust positions in Q3 2016 and 64 closed out, a net change of -2 holders.
  • The largest Digital Realty Trust buyer in Q3 2016 was Capital International Investors, an estimated $148M added.
  • The largest Digital Realty Trust seller in Q3 2016 was Capital Research Global Investors, an estimated $111M sold.

Based on aggregated 13F filings for Q3 2016.