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Digital Realty Trust

687 hedge funds and large institutions have $25.4B invested in Digital Realty Trust in 2019 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 283 increasing their positions, 236 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 236

14% more capital invested

Capital invested by funds: $22.2B → $25.4B (+$3.2B)

8% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 60

0.98% more ownership

Funds ownership: 101.81%102.79% (+0.98%)

0% more funds holding

Funds holding: 687687 (0)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

43% less call options, than puts

Call options by funds: $79.7M | Put options by funds: $141M

Holders
687
Holders Change
Holders Change %
0%
% of All Funds
14.87%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.26%
New
65
Increased
283
Reduced
236
Closed
60
Calls
$79.7M
Puts
$141M
Net Calls
-$61.2M
Net Calls Change
-$55.4M
Name Holding Trade Value Shares
Change
Change in
Stake
UR
501
USCA RIA
Texas
$300K +$281K +2,520 New
IFWM
502
Institute for Wealth Management
Colorado
$299K +$858K +7,693 New
PA
503
Parallel Advisors
California
$289K +$26.9K +241 +11%
LNC
504
Lincoln National Corp
Pennsylvania
$289K +$57.9K +519 +27%
LOAME
505
Lombard Odier Asset Management (Europe)
United Kingdom
$288K
AWM
506
AE Wealth Management
Kansas
$288K +$270K +2,418 New
CG
507
Cutler Group
California
$282K +$212K +1,898 +400%
PI
508
Pettee Investors
Connecticut
$278K +$49.1K +440 +23%
FMBTD
509
First Midwest Bank Trust Division
Illinois
$277K -$37.2K -333 -12%
JIC
510
Johnson Investment Counsel
Ohio
$277K -$3.9K -35 -1%
DZ Bank
511
DZ Bank
Germany
$277K +$142K +1,277 +121%
EIA
512
Edgemoor Investment Advisors
Maryland
$277K +$260K +2,328 New
Parallax Volatility Advisers
513
Parallax Volatility Advisers
California
$276K +$208K +1,865 +413%
MPWT
514
MassMutual Private Wealth & Trust
Connecticut
$275K +$119K +1,065 +86%
AIP
515
Almanack Investment Partners
Pennsylvania
$274K +$142K +1,272 +124%
GW
516
GW & Wade
Massachusetts
$272K -$274K -2,457 -52%
AP
517
Advisor Partners
California
$271K -$19.3K -173 -7%
GHAM
518
Gilman Hill Asset Management
Connecticut
$270K +$254K +2,273 New
FRM
519
Fox Run Management
Connecticut
$269K +$252K +2,261 New
AA
520
Ancora Advisors
Ohio
$268K
FIM
521
Fernwood Investment Management
Massachusetts
$265K
CII
522
Capital International Inc
California
$264K -$594K -5,325 -71%
FEM
523
Fulcrum Equity Management
Texas
$264K -$8.59K -77 -3%
FC
524
FCA Corp
Texas
$255K
PG
525
Patten Group
Tennessee
$252K +$5.58K +50 +2%

DLR Hedge Fund Activity: Q1 2019 in Review

687 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q1 2019, worth a combined $25.4B — up 14% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new DLR positions and 60 closed out — a net gain of 5 holders — while 283 added to existing stakes and 236 trimmed.

The largest buyer was Capital World Investors, adding an estimated $314M. The largest seller was Cohen & Steers, cutting an estimated $362M.

  • 687 institutional investors held Digital Realty Trust (DLR) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $25.4B of Digital Realty Trust stock for Q1 2019, up 14% quarter-over-quarter.
  • 65 funds opened new Digital Realty Trust positions in Q1 2019 and 60 closed out, a net change of +5 holders.
  • The largest Digital Realty Trust buyer in Q1 2019 was Capital World Investors, an estimated $314M added.
  • The largest Digital Realty Trust seller in Q1 2019 was Cohen & Steers, an estimated $362M sold.

Based on aggregated 13F filings for Q1 2019.