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Digital Realty Trust

697 hedge funds and large institutions have $27.9B invested in Digital Realty Trust in 2019 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 289 increasing their positions, 238 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

21% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 238

15% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 48

12% more capital invested

Capital invested by funds: $25B → $27.9B (+$2.92B)

1.28% more ownership

Funds ownership: 101.79%103.07% (+1.3%)

0% more funds holding

Funds holding: 696697 (+1)

29% less call options, than puts

Call options by funds: $88.3M | Put options by funds: $125M

Holders
697
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
15.29%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.35%
New
55
Increased
289
Reduced
238
Closed
48
Calls
$88.3M
Puts
$125M
Net Calls
-$36.2M
Net Calls Change
+$43M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
501
Johnson Investment Counsel
Ohio
$365K +$40.5K +333 +13%
AIC
502
Archer Investment Corporation
Indiana
$363K
Axa
503
Axa
France
$351K +$109K +900 +50%
LWAC
504
Laurel Wealth Advisors (California)
California
$345K +$112K +924 +53%
PFS
505
Prospera Financial Services
Texas
$342K +$321K +2,638 New
LSPW
506
Lake Street Private Wealth
Illinois
$340K +$6.33K +52 +2%
RCM
507
Riverhead Capital Management
Delaware
$339K -$6.08K -50 -2%
HIC
508
Holderness Investments Company
North Carolina
$338K -$45.6K -375 -13%
WFG
509
Wills Financial Group
Virginia
$336K +$243 +2 +0.1%
BRWA
510
B. Riley Wealth Advisors
Florida
$334K +$19.5K +160 +7%
AIP
511
Almanack Investment Partners
Pennsylvania
$331K +$23.6K +194 +8%
SMH
512
Sanders Morris Harris
Texas
$329K
NL
513
NVWM LLC
Pennsylvania
$327K
CAM
514
Carret Asset Management
New York
$325K -$60.8K -500 -17%
BP
515
Ballentine Partners
Massachusetts
$320K +$24.6K +202 +9%
LS
516
Livforsakringsbolaget Skandia
Sweden
$315K
LOAME
517
Lombard Odier Asset Management (Europe)
United Kingdom
$314K
PA
518
Parallel Advisors
California
$313K -$9.49K -78 -3%
ACM
519
AlphaStar Capital Management
North Carolina
$307K -$12.5K -103 -4%
NFG
520
Next Financial Group
Texas
$307K +$62.5K +514 +28%
CG
521
Colony Group
Massachusetts
$306K -$42.1K -346 -13%
AAS
522
Avantax Advisory Services
Texas
$304K +$285K +2,339 New
DCM
523
Delta Capital Management
New Jersey
$301K -$25.6K -210 -8%
Brown Advisory
524
Brown Advisory
Maryland
$301K -$14.7K -121 -5%
GW
525
GW & Wade
Massachusetts
$300K +$2.68K +22 +1%

DLR Hedge Fund Activity: Q3 2019 in Review

697 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q3 2019, worth a combined $27.9B — up 12% from $25B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new DLR positions and 48 closed out — a net gain of 7 holders — while 289 added to existing stakes and 238 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $168M. The largest seller was Brookfield Corp, exiting entirely with an estimated $111M sold.

  • 697 institutional investors held Digital Realty Trust (DLR) as of Q3 2019, up from 696 in Q2 2019.
  • Funds reported $27.9B of Digital Realty Trust stock for Q3 2019, up 12% quarter-over-quarter.
  • 55 funds opened new Digital Realty Trust positions in Q3 2019 and 48 closed out, a net change of +7 holders.
  • The largest Digital Realty Trust buyer in Q3 2019 was Cohen & Steers, an estimated $168M added.
  • The largest Digital Realty Trust seller in Q3 2019 was Brookfield Corp, an estimated $111M sold.

Based on aggregated 13F filings for Q3 2019.