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Digital Realty Trust

862 hedge funds and large institutions have $38.7B invested in Digital Realty Trust in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 363 increasing their positions, 270 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 73

34% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 270

5% more funds holding

Funds holding: 818862 (+44)

1% more capital invested

Capital invested by funds: $38.2B → $38.7B (+$481M)

4.42% less ownership

Funds ownership: 106.09%101.67% (-4.4%)

39% less funds holding in top 10

Funds holding in top 10: 3823 (-15)

44% less call options, than puts

Call options by funds: $113M | Put options by funds: $201M

Holders
862
Holders Change
+44
Holders Change %
+5.38%
% of All Funds
17.67%
Holding in Top 10
23
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-39.47%
% of All Funds
0.47%
New
125
Increased
363
Reduced
270
Closed
73
Calls
$113M
Puts
$201M
Net Calls
-$87.7M
Net Calls Change
-$14M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
501
Ayrshire Capital Management
Connecticut
$868K +$220K +1,553 +34%
ANI
502
American National Insurance
Texas
$853K
EH
503
Equitable Holdings
New York
$831K -$4.67K -33 -0.6%
FA
504
FDx Advisors
Illinois
$828K +$825K +5,826 New
CA
505
Cetera Advisors
Colorado
$821K -$21.8K -154 -3%
MPWT
506
MassMutual Private Wealth & Trust
Connecticut
$821K +$165K +1,167 +25%
IFG
507
Independent Financial Group
California
$815K +$78.2K +552 +11%
EGM
508
Engineers Gate Manager
New York
$810K +$510K +3,600 +171%
CT
509
Cambridge Trust
Massachusetts
$805K -$65.1K -460 -8%
RCIM
510
Red Cedar Investment Management
Michigan
$801K +$798K +5,633 New
IAA
511
Independent Advisor Alliance
North Carolina
$795K +$123K +869 +18%
HIA
512
Harbor Investment Advisory
Maryland
$790K -$3.12K -22 -0.4%
LFAS
513
Level Four Advisory Services
Texas
$782K -$91.3K -645 -10%
KA
514
Kintegral Advisory
New York
$778K
RIL
515
Rothschild Investment LLC
Illinois
$767K -$933K -6,591 -55%
ECM
516
Everence Capital Management
Indiana
$751K
SSWM
517
Sheets Smith Wealth Management
North Carolina
$750K -$29.4K -208 -4%
CFA
518
CWS Financial Advisors
Michigan
$744K +$170K +1,199 +30%
AIS
519
American Investment Services
Massachusetts
$742K +$169K +1,193 +30%
DC
520
DeDora Capital
California
$740K +$450K +3,181 +157%
Brown Advisory
521
Brown Advisory
Maryland
$739K +$27.9K +197 +4%
LIM
522
Loudon Investment Management
New Hampshire
$734K -$28.3K -200 -4%
HC
523
Henshaw Capital
Massachusetts
$719K
SYBT
524
Stock Yards Bank & Trust
Kentucky
$713K -$40.1K -283 -5%
SW
525
SVB Wealth
Massachusetts
$712K +$17.7K +125 +3%

DLR Hedge Fund Activity: Q2 2020 in Review

862 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q2 2020, worth a combined $38.7B — up 1.3% from $38.2B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new DLR positions and 73 closed out — a net gain of 52 holders — while 363 added to existing stakes and 270 trimmed.

The largest buyer was Vanguard Group, adding an estimated $463M. The largest seller was Cohen & Steers, cutting an estimated $640M.

  • 862 institutional investors held Digital Realty Trust (DLR) as of Q2 2020, up from 818 in Q1 2020.
  • Funds reported $38.7B of Digital Realty Trust stock for Q2 2020, up 1.3% quarter-over-quarter.
  • 125 funds opened new Digital Realty Trust positions in Q2 2020 and 73 closed out, a net change of +52 holders.
  • The largest Digital Realty Trust buyer in Q2 2020 was Vanguard Group, an estimated $463M added.
  • The largest Digital Realty Trust seller in Q2 2020 was Cohen & Steers, an estimated $640M sold.

Based on aggregated 13F filings for Q2 2020.