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Digital Realty Trust

544 hedge funds and large institutions have $17B invested in Digital Realty Trust in 2016 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 221 increasing their positions, 164 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 61

35% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 164

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 516544 (+28)

6% less capital invested

Capital invested by funds: $18B → $17B (-$992M)

14% less call options, than puts

Call options by funds: $56.3M | Put options by funds: $65.3M

81.23% less ownership

Funds ownership: 190%108.77% (-81%)

Holders
544
Holders Change
+28
Holders Change %
+5.43%
% of All Funds
13.6%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.23%
New
99
Increased
221
Reduced
164
Closed
61
Calls
$56.3M
Puts
$65.3M
Net Calls
-$9.01M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
501
Penserra Capital Management
California
$23K -$701K -7,540 -97%
CB
502
Community Bank
New York
$22K
TCCM
503
Timber Creek Capital Management
Massachusetts
$22K
FFW
504
Fusion Family Wealth
New York
$21K +$19K +204 New
CTC
505
Central Trust Company
Missouri
$20K -$4.65K -50 -20%
WA
506
Winfield Associates
Ohio
$20K
LWM
507
LBA Wealth Management
Florida
$19K +$17.6K +189 New
CFG
508
Citizens Financial Group
Rhode Island
$18K
EA
509
Edge Advisors
Georgia
$18K +$17.3K +186 New
GEA
510
Glen Eagle Advisors
New Jersey
$16.6K +$15.7K +169 New
FAN
511
Financial Advisors Network
California
$16.1K +$14K +151 New
FHA
512
First Horizon Advisors
Tennessee
$15K
MMG
513
Monetary Management Group
Missouri
$15K +$13.9K +150 New
BAM
514
Barrett Asset Management
New York
$15K +$14K +151 New
CGT
515
Capital Guardian Trust
California
$14K -$539M -5,798,268 -100%
YWP
516
YorkBridge Wealth Partners
New York
$14K +$13.9K +150 New
SWA
517
Sutton Wealth Advisors
Florida
$13.1K
AF
518
Allworth Financial
California
$13K
LA
519
Legacy Advisors
Pennsylvania
$12K +$12.1K +130 New
PG
520
Patten Group
Tennessee
$11K
WTC
521
WhitTier Trust Company
Nevada
$11K +$8.09K +87 +435%
IWC
522
Integrated Wealth Counsel
California
$10K
AA
523
Apriem Advisors
California
$8K
EWM
524
Endurance Wealth Management
Rhode Island
$8K
FPFS
525
First Personal Financial Services
North Carolina
$8K +$7.44K +80 New

DLR Hedge Fund Activity: Q4 2016 in Review

544 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q4 2016, worth a combined $17B — down 5.5% from $18B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new DLR positions and 61 closed out — a net gain of 38 holders — while 221 added to existing stakes and 164 trimmed.

The largest buyer was APG Asset Management US, adding an estimated $108M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $1.33B sold.

  • 544 institutional investors held Digital Realty Trust (DLR) as of Q4 2016, up from 516 in Q3 2016.
  • Funds reported $17B of Digital Realty Trust stock for Q4 2016, down 5.5% quarter-over-quarter.
  • 99 funds opened new Digital Realty Trust positions in Q4 2016 and 61 closed out, a net change of +38 holders.
  • The largest Digital Realty Trust buyer in Q4 2016 was APG Asset Management US, an estimated $108M added.
  • The largest Digital Realty Trust seller in Q4 2016 was Capital Research Global Investors, an estimated $1.33B sold.

Based on aggregated 13F filings for Q4 2016.