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Digital Realty Trust

544 hedge funds and large institutions have $17B invested in Digital Realty Trust in 2016 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 221 increasing their positions, 164 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 61

35% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 164

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

5% more funds holding

Funds holding: 516544 (+28)

6% less capital invested

Capital invested by funds: $18B → $17B (-$992M)

14% less call options, than puts

Call options by funds: $56.3M | Put options by funds: $65.3M

81.23% less ownership

Funds ownership: 190%108.77% (-81%)

Holders
544
Holders Change
+28
Holders Change %
+5.43%
% of All Funds
13.6%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.23%
New
99
Increased
221
Reduced
164
Closed
61
Calls
$56.3M
Puts
$65.3M
Net Calls
-$9.01M
Net Calls Change
-$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
526
Tradewinds Capital Management
Washington
$8K +$7.44K +80 New
ACM
527
Armbruster Capital Management
New York
$7K
DAM
528
Delta Asset Management
Tennessee
$7K
DBT
529
Dubuque Bank & Trust
Iowa
$7K
PCP
530
Proficio Capital Partners
Massachusetts
$7K +$2.32K +25 +51%
EARNEST Partners
531
EARNEST Partners
Georgia
$7K +$6.51K +70 New
TIM
532
Tortoise Investment Management
New York
$7K +$6.6K +71 New
TWA
533
TCI Wealth Advisors
Arizona
$6K +$3.9K +42 +175%
JFA
534
JNBA Financial Advisors
Minnesota
$6K +$6.13K +66 New
TFO
535
Tarbox Family Office
California
$4K
Loomis, Sayles & Company
536
Loomis, Sayles & Company
Massachusetts
$3K
LWA
537
Lowe Wealth Advisors
Maryland
$3K
FMII
538
Farmers & Merchants Investments Inc
Nebraska
$2K
CPA
539
Clear Perspective Advisors
Illinois
$2K +$1.49K +16 New
AAP
540
Arax Advisory Partners
Colorado
$2K +$1.86K +20 New
BL
541
Balentine LLC
Georgia
$2K +$2.14K +23 New
WPA
542
West Paces Advisors
Georgia
$1.87K +$1.77K +19 New
FAM
543
Fred Alger Management
New York
$1K
GI
544
Gradient Investments
Minnesota
$1K
LS
545
Livforsakringsbolaget Skandia
Sweden
$956 -$52.5K -565 -5%
SLF
546
Sun Life Financial
Ontario, Canada
$85 +$744 +8 New
Capital Research Global Investors
547
Capital Research Global Investors
California
-$1.33B -97,952,367 Closed
Capital International Investors
548
Capital International Investors
California
-$38.1M -2,803,314 Closed
CI
549
Capital International
California
-$15.1M -1,106,021 Closed
CIS
550
Capital International Sarl
California
-$5.99M -438,870 Closed

DLR Hedge Fund Activity: Q4 2016 in Review

544 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q4 2016, worth a combined $17B — down 5.5% from $18B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new DLR positions and 61 closed out — a net gain of 38 holders — while 221 added to existing stakes and 164 trimmed.

The largest buyer was APG Asset Management US, adding an estimated $108M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $1.33B sold.

  • 544 institutional investors held Digital Realty Trust (DLR) as of Q4 2016, up from 516 in Q3 2016.
  • Funds reported $17B of Digital Realty Trust stock for Q4 2016, down 5.5% quarter-over-quarter.
  • 99 funds opened new Digital Realty Trust positions in Q4 2016 and 61 closed out, a net change of +38 holders.
  • The largest Digital Realty Trust buyer in Q4 2016 was APG Asset Management US, an estimated $108M added.
  • The largest Digital Realty Trust seller in Q4 2016 was Capital Research Global Investors, an estimated $1.33B sold.

Based on aggregated 13F filings for Q4 2016.