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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
EIA
501
Edgemoor Investment Advisors
Maryland
$275K
GHA
502
GW Henssler & Associates
Georgia
$265K
RIM
503
Rampart Investment Management
Connecticut
$260K +$36.1K +312 +17%
APP
504
Avantax Planning Partners
Iowa
$257K +$251K +2,173 New
VFA
505
Voya Financial Advisors
Connecticut
$250K +$14K +121 +6%
FNBOO
506
First National Bank of Omaha
Nebraska
$249K +$243K +2,104 New
FFBTD
507
First Financial Bank - Trust Division
Ohio
$248K
MFS
508
Madrona Financial Services
Washington
$248K
WFG
509
Wills Financial Group
Virginia
$248K +$243K +2,100 New
WAM
510
Wealthspire Advisors (Maryland)
Maryland
$242K +$42.1K +364 +22%
ST
511
Spot Trading
Illinois
$236K +$219K +1,894 +1,839%
FCAG
512
First Capital Advisors Group
New Jersey
$236K +$231K +1,998 New
CA
513
Commerzbank Aktiengesellschaft
Germany
$230K +$225K +1,943 New
CBU
514
CIBC Bank USA
Illinois
$226K +$221K +1,914 New
W
515
Wealthfront
California
$224K -$28.4K -246 -12%
WC
516
Whitney & Co
New York
$222K
SIC
517
Shoker Investment Counsel
Ohio
$219K -$20.9K -181 -9%
NFG
518
Next Financial Group
Texas
$219K -$19.2K -166 -8%
TMAM
519
Tokio Marine Asset Management
Japan
$218K -$23.6K -204 -10%
GWM
520
Geneos Wealth Management
Colorado
$218K +$39.5K +342 +23%
Mackenzie Financial
521
Mackenzie Financial
Ontario, Canada
$217K -$28.1K -243 -12%
JMPWA
522
JP Morgan Private Wealth Advisors
California
$217K +$212K +1,832 New
CCM
523
Copeland Capital Management
Pennsylvania
$214K -$1.5K -13 -0.7%
SSG
524
Summit Securities Group
New York
$213K +$208K +1,800 New
CCA
525
Checchi Capital Advisers
California
$212K +$207K +1,794 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.