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Digital Realty Trust

649 hedge funds and large institutions have $22.9B invested in Digital Realty Trust in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 245 increasing their positions, 242 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 38

6% more capital invested

Capital invested by funds: $21.6B → $22.9B (+$1.26B)

2% more funds holding

Funds holding: 638649 (+11)

1% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 242

0.27% less ownership

Funds ownership: 99.84%99.58% (-0.27%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

27% less call options, than puts

Call options by funds: $105M | Put options by funds: $144M

Holders
649
Holders Change
+11
Holders Change %
+1.72%
% of All Funds
14.86%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
53
Increased
245
Reduced
242
Closed
38
Calls
$105M
Puts
$144M
Net Calls
-$38.7M
Net Calls Change
-$69.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KLWA
526
Kelly Lawrence W & Associates
California
$151K
GWM
527
Geneos Wealth Management
Colorado
$150K -$15.6K -147 -10%
TAM
528
Tiverton Asset Management
Delaware
$148K
ICOM
529
Investment Counselors of Maryland
Maryland
$146K
BCP
530
Blue Chip Partners
Michigan
$146K +$2.55K +24 +2%
RWA
531
Ropes Wealth Advisors
Massachusetts
$137K -$53K -500 -29%
Qube Research & Technologies (QRT)
532
Qube Research & Technologies (QRT)
United Kingdom
$134K +$101K +949 +378%
SWM
533
SeaCrest Wealth Management
New York
$128K -$8.06K -76 -6%
PCG
534
Private Capital Group
Connecticut
$126K -$1.59K -15 -1%
MRCM
535
M&R Capital Management
New Jersey
$119K -$10.6K -100 -9%
TSW
536
Thompson Siegel & Walmsley
Virginia
$108K
LNB
537
Ledyard National Bank
$105K +$1.06K +10 +1%
CF
538
Centaurus Financial
California
$103K +$97.5K +919 New
GT
539
Glenmede Trust
Pennsylvania
$102K -$126K -1,183 -56%
OIA
540
Optimum Investment Advisors
Illinois
$100K
CWM
541
Cornerstone Wealth Management
Missouri
$96K +$1.14M +10,745 New
MC
542
Muzinich & Co
New York
$93K -$20.5K -193 -19%
MAM
543
Meeder Asset Management
Ohio
$92.9K +$88.4K +833 New
WT
544
Washington Trust
Rhode Island
$87K +$82.7K +779 New
HFM
545
Harvest Fund Management
China
$85K
IFAM
546
Institutional & Family Asset Management
Colorado
$82K -$26.5K -250 -25%
JA
547
JOYN Advisors
Georgia
$80K +$32.7K +308 +75%
ED
548
Exane Derivatives
France
$79.5K -$74.6K -703 -50%
OIA
549
OneDigital Investment Advisors
Kansas
$78K +$11.9K +112 +19%
MS
550
Marshall & Sullivan
Washington
$68K +$64.6K +609 New

DLR Hedge Fund Activity: Q2 2018 in Review

649 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q2 2018, worth a combined $22.9B — up 5.8% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new DLR positions and 38 closed out — a net gain of 15 holders — while 245 added to existing stakes and 242 trimmed.

The largest buyer was APG Asset Management US, adding an estimated $178M. The largest seller was Vanguard Group, cutting an estimated $191M.

  • 649 institutional investors held Digital Realty Trust (DLR) as of Q2 2018, up from 638 in Q1 2018.
  • Funds reported $22.9B of Digital Realty Trust stock for Q2 2018, up 5.8% quarter-over-quarter.
  • 53 funds opened new Digital Realty Trust positions in Q2 2018 and 38 closed out, a net change of +15 holders.
  • The largest Digital Realty Trust buyer in Q2 2018 was APG Asset Management US, an estimated $178M added.
  • The largest Digital Realty Trust seller in Q2 2018 was Vanguard Group, an estimated $191M sold.

Based on aggregated 13F filings for Q2 2018.