We are live on ! Find out more
DLR icon

Digital Realty Trust

934 hedge funds and large institutions have $38.6B invested in Digital Realty Trust in 2021 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 428 increasing their positions, 283 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 283

28% more call options, than puts

Call options by funds: $130M | Put options by funds: $101M

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2.33% more ownership

Funds ownership: 95.35%97.68% (+2.3%)

6% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 96

3% more capital invested

Capital invested by funds: $37.4B → $38.6B (+$1.24B)

0% more funds holding

Funds holding: 932934 (+2)

Holders
934
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
16.4%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
102
Increased
428
Reduced
283
Closed
96
Calls
$130M
Puts
$101M
Net Calls
+$28.8M
Net Calls Change
+$78.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
501
Advisor Partners
California
$962K +$114K +822 +14%
ZB
502
Zions Bancorporation
Utah
$953K +$846K +6,118 +943%
CIAS
503
Capital Investment Advisory Services
North Carolina
$945K -$87.2K -631 -9%
HIA
504
Harbor Investment Advisory
Maryland
$943K +$11.7K +85 +1%
BHC
505
Bowen Hanes & Co
Florida
$911K +$31.8K +230 +4%
BAM
506
Belpointe Asset Management
Nevada
$910K -$102K -738 -10%
CL
507
CPWM LLC
Washington
$906K
NW
508
NewEdge Wealth
Pennsylvania
$900K +$883K +6,391 New
VAS
509
Vestmark Advisory Solutions
Massachusetts
$900K +$883K +6,391 New
BBVA
510
Banco Bilbao Vizcaya Argentaria
Spain
$880K +$17.4K +126 +2%
PCM
511
Poehling Capital Management
Wisconsin
$873K -$343K -2,480 -15%
CFN
512
Cordasco Financial Network
Florida
$871K +$829 +6 +0.1%
OPWM
513
Oakwell Private Wealth Management
Texas
$869K +$5.67K +41 +0.7%
HNW
514
High Note Wealth
Minnesota
$858K +$118K +854 +16%
Squarepoint
515
Squarepoint
New York
$853K -$176K -1,272 -17%
ANI
516
American National Insurance
Texas
$845K
ECM
517
Everence Capital Management
Indiana
$842K
TC
518
Telemus Capital
Michigan
$840K +$4.01K +29 +0.5%
Brown Advisory
519
Brown Advisory
Maryland
$809K +$21.8K +158 +3%
PK
520
Pflug Koory
Nebraska
$807K +$792K +5,729 New
PFO
521
Pathstone Family Office
New Jersey
$798K +$757K +5,480 +2,978%
CQS
522
Credential Qtrade Securities
$789K -$553K -4,004 -42%
Simplex Trading
523
Simplex Trading
Illinois
$786K -$1.31M -9,442 -63%
SSWM
524
Sheets Smith Wealth Management
North Carolina
$776K +$14.2K +103 +2%
O
525
Ossiam
France
$764K -$1.68M -12,156 -69%

DLR Hedge Fund Activity: Q1 2021 in Review

934 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q1 2021, worth a combined $38.6B — up 3.3% from $37.4B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new DLR positions and 96 closed out — a net gain of 6 holders — while 428 added to existing stakes and 283 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $662M. The largest seller was Bank of America, cutting an estimated $364M.

  • 934 institutional investors held Digital Realty Trust (DLR) as of Q1 2021, up from 932 in Q4 2020.
  • Funds reported $38.6B of Digital Realty Trust stock for Q1 2021, up 3.3% quarter-over-quarter.
  • 102 funds opened new Digital Realty Trust positions in Q1 2021 and 96 closed out, a net change of +6 holders.
  • The largest Digital Realty Trust buyer in Q1 2021 was Cohen & Steers, an estimated $662M added.
  • The largest Digital Realty Trust seller in Q1 2021 was Bank of America, an estimated $364M sold.

Based on aggregated 13F filings for Q1 2021.