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Digital Realty Trust

817 hedge funds and large institutions have $38.2B invested in Digital Realty Trust in 2020 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 380 increasing their positions, 221 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more funds holding in top 10

Funds holding in top 10: 1338 (+25)

93% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 70

72% more repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 221

40% more capital invested

Capital invested by funds: $27.3B → $38.2B (+$10.9B)

7% more funds holding

Funds holding: 764817 (+53)

3.14% less ownership

Funds ownership: 109.23%106.09% (-3.1%)

31% less call options, than puts

Call options by funds: $168M | Put options by funds: $241M

Holders
817
Holders Change
+53
Holders Change %
+6.94%
% of All Funds
18%
Holding in Top 10
38
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+192.31%
% of All Funds
0.84%
New
135
Increased
380
Reduced
221
Closed
70
Calls
$168M
Puts
$241M
Net Calls
-$73.7M
Net Calls Change
-$77M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
526
CSS LLC
Illinois
$511K +$468K +3,678 New
EWA
527
EP Wealth Advisors
California
$500K -$177K -1,391 -28%
EP
528
Edgestream Partners
New Jersey
$499K -$7.94M -62,440 -95%
APA
529
American Portfolios Advisors
New York
$498K -$61.9K -487 -12%
JWCA
530
J.W. Coons Advisors
Ohio
$495K +$454K +3,568 New
SIA
531
SeaBridge Investment Advisors
New Jersey
$488K +$446K +3,511 New
ZCM
532
Ziegler Capital Management
Illinois
$488K +$447K +3,516 New
HDIM
533
Hanson & Doremus Investment Management
Vermont
$486K -$13.1K -103 -3%
PI
534
Putnam Investments
Massachusetts
$485K -$29.2K -230 -6%
CFA
535
CWS Financial Advisors
Michigan
$484K
AA
536
Ancora Advisors
Ohio
$481K +$180K +1,417 +69%
AIC
537
Argus Investors Counsel
New York
$476K +$11.3K +89 +3%
AF
538
Advisornet Financial
Minnesota
$473K -$70.7K -556 -14%
AIC
539
Archer Investment Corporation
Indiana
$472K +$76.3K +600 +21%
TW
540
Transform Wealth
Colorado
$471K +$118K +925 +38%
B
541
Bailard
California
$468K +$21.6K +170 +5%
CCM
542
Cadence Capital Management
Massachusetts
$468K +$61.5K +484 +17%
FC
543
FCA Corp
Texas
$468K +$156K +1,227 +57%
PTC
544
Private Trust Company
Ohio
$463K -$794K -6,247 -65%
CAM
545
Cresset Asset Management
Illinois
$462K +$423K +3,328 New
CI
546
Conning Inc
Connecticut
$459K +$23.4K +184 +6%
AP
547
Appleton Partners
Massachusetts
$437K -$1.78K -14 -0.4%
CWM
548
Circle Wealth Management
New Jersey
$437K +$400K +3,148 New
CG
549
Colony Group
Massachusetts
$436K +$41.3K +325 +12%
FDCDDQ
550
Federation des caisses Desjardins du Quebec
Quebec, Canada
$428K -$1.62M -12,731 -80%

DLR Hedge Fund Activity: Q1 2020 in Review

817 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q1 2020, worth a combined $38.2B — up 40% from $27.3B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new DLR positions and 70 closed out — a net gain of 65 holders — while 380 added to existing stakes and 221 trimmed.

The largest buyer was BlackRock, adding an estimated $672M. The largest seller was Capital World Investors, cutting an estimated $333M.

  • 817 institutional investors held Digital Realty Trust (DLR) as of Q1 2020, up from 764 in Q4 2019.
  • Funds reported $38.2B of Digital Realty Trust stock for Q1 2020, up 40% quarter-over-quarter.
  • 135 funds opened new Digital Realty Trust positions in Q1 2020 and 70 closed out, a net change of +65 holders.
  • The largest Digital Realty Trust buyer in Q1 2020 was BlackRock, an estimated $672M added.
  • The largest Digital Realty Trust seller in Q1 2020 was Capital World Investors, an estimated $333M sold.

Based on aggregated 13F filings for Q1 2020.