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Digital Realty Trust

696 hedge funds and large institutions have $25B invested in Digital Realty Trust in 2019 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 282 increasing their positions, 225 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 46

25% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 225

1% more funds holding

Funds holding: 687696 (+9)

0.99% less ownership

Funds ownership: 102.79%101.79% (-0.99%)

2% less capital invested

Capital invested by funds: $25.4B → $25B (-$468M)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

50% less call options, than puts

Call options by funds: $79.1M | Put options by funds: $158M

Holders
696
Holders Change
+9
Holders Change %
+1.31%
% of All Funds
15.12%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.24%
New
65
Increased
282
Reduced
225
Closed
46
Calls
$79.1M
Puts
$158M
Net Calls
-$79.2M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
551
Pettee Investors
Connecticut
$234K -$41.7K -350 -15%
Mercer Global Advisors
552
Mercer Global Advisors
Colorado
$231K -$100K -843 -30%
AA
553
Ancora Advisors
Ohio
$230K -$35.7K -300 -13%
M
554
MOTCO
Texas
$228K +$19.5K +164 +9%
HI
555
Horizon Investments
North Carolina
$228K +$230K +1,934 New
PG
556
Patten Group
Tennessee
$227K -$23K -193 -9%
Simplex Trading
557
Simplex Trading
Illinois
$223K -$198K -1,665 -47%
NFG
558
Next Financial Group
Texas
$218K +$82.3K +691 +60%
APP
559
Avantax Planning Partners
Iowa
$214K +$2.02K +17 +1%
Axa
560
Axa
France
$212K
Cetera Investment Advisers
561
Cetera Investment Advisers
Illinois
$210K +$9.77K +82 +5%
CIA
562
Cascade Investment Advisors
Oregon
$207K +$4.17K +35 +2%
DC
563
DeDora Capital
California
$207K +$210K +1,761 New
LWAC
564
Laurel Wealth Advisors (California)
California
$204K +$207K +1,734 New
GT
565
Greenleaf Trust
Michigan
$202K +$205K +1,719 New
TIA
566
Tiemann Investment Advisors
California
$201K
OIA
567
Optimum Investment Advisors
Illinois
$200K +$95.3K +800 +89%
AAM
568
Auxier Asset Management
Oregon
$200K +$202K +1,700 New
ER
569
Enlightenment Research
Florida
$200K +$202K +1,700 New
MMG
570
Monetary Management Group
Missouri
$194K
NP
571
Ninepoint Partners
Ontario, Canada
$192K +$194K +1,633 New
BBHC
572
Brown Brothers Harriman & Co
New York
$188K -$46.2K -388 -20%
GWM
573
Geneos Wealth Management
Colorado
$180K -$834 -7 -0.5%
CCM
574
Copeland Capital Management
Pennsylvania
$160K -$11.9K -100 -7%
TAM
575
Tiverton Asset Management
Delaware
$156K

DLR Hedge Fund Activity: Q2 2019 in Review

696 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q2 2019, worth a combined $25B — down 1.8% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new DLR positions and 46 closed out — a net gain of 19 holders — while 282 added to existing stakes and 225 trimmed.

The largest buyer was Bank of America, adding an estimated $224M. The largest seller was Cohen & Steers, cutting an estimated $657M.

  • 696 institutional investors held Digital Realty Trust (DLR) as of Q2 2019, up from 687 in Q1 2019.
  • Funds reported $25B of Digital Realty Trust stock for Q2 2019, down 1.8% quarter-over-quarter.
  • 65 funds opened new Digital Realty Trust positions in Q2 2019 and 46 closed out, a net change of +19 holders.
  • The largest Digital Realty Trust buyer in Q2 2019 was Bank of America, an estimated $224M added.
  • The largest Digital Realty Trust seller in Q2 2019 was Cohen & Steers, an estimated $657M sold.

Based on aggregated 13F filings for Q2 2019.