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Digital Realty Trust

764 hedge funds and large institutions have $27.3B invested in Digital Realty Trust in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 309 increasing their positions, 215 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 41

44% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 215

10% more funds holding

Funds holding: 697764 (+67)

6.16% more ownership

Funds ownership: 103.07%109.23% (+6.2%)

2% more call options, than puts

Call options by funds: $141M | Put options by funds: $137M

2% less capital invested

Capital invested by funds: $27.9B → $27.3B (-$559M)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
764
Holders Change
+67
Holders Change %
+9.61%
% of All Funds
15.05%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.26%
New
123
Increased
309
Reduced
215
Closed
41
Calls
$141M
Puts
$137M
Net Calls
+$3.26M
Net Calls Change
+$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
526
Great Lakes Advisors
Illinois
$342K -$191K -1,555 -35%
SF
527
Synovus Financial
Georgia
$342K +$2.71K +22 +0.8%
IC
528
IEQ Capital
California
$340K +$349K +2,838 New
HI
529
Horizon Investments
North Carolina
$339K +$348K +2,831 New
CG
530
Colony Group
Massachusetts
$337K +$56.5K +459 +19%
JIC
531
Johnson Investment Counsel
Ohio
$335K -$4.55K -37 -1%
AIC
532
Archer Investment Corporation
Indiana
$335K
WFG
533
Wills Financial Group
Virginia
$328K +$18.8K +153 +6%
Axa
534
Axa
France
$323K
CHP
535
Cable Hill Partners
Oregon
$319K -$123K -1,000 -27%
FSA
536
Fort Sheridan Advisors
Illinois
$314K -$60.7K -493 -16%
BRWA
537
B. Riley Wealth Advisors
Florida
$314K +$6.28K +51 +2%
PI
538
Pettee Investors
Connecticut
$312K +$80.6K +655 +34%
IA
539
IFP Advisors
Florida
$311K -$36.6K -297 -10%
Lido Advisors
540
Lido Advisors
California
$311K +$318K +2,581 New
LB
541
Legacy Bridge
Iowa
$309K +$318K +2,580 New
1WA
542
180 Wealth Advisors
Washington
$308K -$217K -1,761 -41%
SS
543
Simplicity Solutions
Minnesota
$308K +$87.6K +712 +38%
NC
544
NovaPoint Capital
Georgia
$308K +$316K +2,571 New
IAM
545
Integre Asset Management
New York
$303K -$77.9K -633 -20%
ACM
546
AlphaStar Capital Management
North Carolina
$302K +$19K +154 +7%
SMH
547
Sanders Morris Harris
Texas
$301K
CAM
548
Carret Asset Management
New York
$300K
LSPW
549
Lake Street Private Wealth
Illinois
$299K -$15K -122 -5%
TW
550
Transform Wealth
Colorado
$295K +$303K +2,463 New

DLR Hedge Fund Activity: Q4 2019 in Review

764 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q4 2019, worth a combined $27.3B — down 2% from $27.9B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new DLR positions and 41 closed out — a net gain of 82 holders — while 309 added to existing stakes and 215 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $539M. The largest seller was Bank of America, cutting an estimated $315M.

  • 764 institutional investors held Digital Realty Trust (DLR) as of Q4 2019, up from 697 in Q3 2019.
  • Funds reported $27.3B of Digital Realty Trust stock for Q4 2019, down 2% quarter-over-quarter.
  • 123 funds opened new Digital Realty Trust positions in Q4 2019 and 41 closed out, a net change of +82 holders.
  • The largest Digital Realty Trust buyer in Q4 2019 was Cohen & Steers, an estimated $539M added.
  • The largest Digital Realty Trust seller in Q4 2019 was Bank of America, an estimated $315M sold.

Based on aggregated 13F filings for Q4 2019.