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Digital Realty Trust

931 hedge funds and large institutions have $37.4B invested in Digital Realty Trust in 2020 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 405 increasing their positions, 284 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 81

43% more repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 284

5% more funds holding

Funds holding: 889931 (+42)

5.84% less ownership

Funds ownership: 101.19%95.35% (-5.8%)

6% less capital invested

Capital invested by funds: $39.9B → $37.4B (-$2.57B)

32% less call options, than puts

Call options by funds: $108M | Put options by funds: $158M

47% less funds holding in top 10

Funds holding in top 10: 1910 (-9)

Holders
931
Holders Change
+42
Holders Change %
+4.72%
% of All Funds
16.47%
Holding in Top 10
10
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-47.37%
% of All Funds
0.18%
New
138
Increased
405
Reduced
284
Closed
81
Calls
$108M
Puts
$158M
Net Calls
-$50M
Net Calls Change
+$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
526
CPWM LLC
Washington
$898K +$2K +14 +0.2%
PCM
527
Poehling Capital Management
Wisconsin
$896K +$2.11M +14,739 +1,053%
ACM
528
Ayrshire Capital Management
Connecticut
$893K +$34.5K +241 +4%
BHC
529
Bowen Hanes & Co
Florida
$870K -$2.15K -15 -0.2%
KFS
530
Kaizen Financial Strategies
California
$868K +$890K +6,222 New
CFN
531
Cordasco Financial Network
Florida
$862K -$28.6K -200 -3%
OPWM
532
Oakwell Private Wealth Management
Texas
$855K +$876K +6,129 New
BBVA
533
Banco Bilbao Vizcaya Argentaria
Spain
$853K +$143K +1,000 +20%
CIA
534
Capital Investment Advisors
Georgia
$849K +$152K +1,065 +21%
IAA
535
Independent Advisor Alliance
North Carolina
$848K -$25.5K -178 -3%
AP
536
Advisor Partners
California
$839K -$163K -1,143 -16%
AF
537
Advisornet Financial
Minnesota
$839K +$202K +1,410 +31%
ANI
538
American National Insurance
Texas
$837K
LNWWM
539
Laird Norton Wetherby Wealth Management
California
$836K +$21K +147 +3%
ECM
540
Everence Capital Management
Indiana
$834K -$1.31M -9,130 -60%
AIL
541
AGF Investments LLC
Ontario, Canada
$828K -$444K -3,105 -34%
JG
542
Jefferies Group
New York
$803K +$823K +5,757 New
RWA
543
River Wealth Advisors
Pennsylvania
$801K +$188K +1,313 +30%
Walleye Trading
544
Walleye Trading
New York
$801K +$821K +5,741 New
TC
545
Telemus Capital
Michigan
$800K -$534K -3,733 -39%
SYBT
546
Stock Yards Bank & Trust
Kentucky
$800K +$66.6K +466 +9%
AI
547
Atom Investors
Texas
$794K +$236K +1,647 +41%
CA
548
Clearstead Advisors
Ohio
$786K +$227K +1,589 +39%
Brown Advisory
549
Brown Advisory
Maryland
$780K +$31.3K +219 +4%
SSWM
550
Sheets Smith Wealth Management
North Carolina
$754K -$858 -6 -0.1%

DLR Hedge Fund Activity: Q4 2020 in Review

931 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q4 2020, worth a combined $37.4B — down 6.4% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new DLR positions and 81 closed out — a net gain of 57 holders — while 405 added to existing stakes and 284 trimmed.

The largest buyer was Capital International Investors, adding an estimated $244M. The largest seller was Capital World Investors, cutting an estimated $1.1B.

  • 931 institutional investors held Digital Realty Trust (DLR) as of Q4 2020, up from 889 in Q3 2020.
  • Funds reported $37.4B of Digital Realty Trust stock for Q4 2020, down 6.4% quarter-over-quarter.
  • 138 funds opened new Digital Realty Trust positions in Q4 2020 and 81 closed out, a net change of +57 holders.
  • The largest Digital Realty Trust buyer in Q4 2020 was Capital International Investors, an estimated $244M added.
  • The largest Digital Realty Trust seller in Q4 2020 was Capital World Investors, an estimated $1.1B sold.

Based on aggregated 13F filings for Q4 2020.