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Digital Realty Trust

697 hedge funds and large institutions have $27.9B invested in Digital Realty Trust in 2019 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 289 increasing their positions, 238 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

21% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 238

15% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 48

12% more capital invested

Capital invested by funds: $25B → $27.9B (+$2.92B)

1.28% more ownership

Funds ownership: 101.79%103.07% (+1.3%)

0% more funds holding

Funds holding: 696697 (+1)

29% less call options, than puts

Call options by funds: $88.3M | Put options by funds: $125M

Holders
697
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
15.29%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.35%
New
55
Increased
289
Reduced
238
Closed
48
Calls
$88.3M
Puts
$125M
Net Calls
-$36.2M
Net Calls Change
+$43M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
551
Simplicity Solutions
Minnesota
$242K -$94.7K -778 -29%
GT
552
Greenleaf Trust
Michigan
$242K +$17.6K +145 +8%
CCA
553
Checchi Capital Advisers
California
$241K +$225K +1,853 New
Cetera Investment Advisers
554
Cetera Investment Advisers
Illinois
$240K +$10.5K +86 +5%
APP
555
Avantax Planning Partners
Iowa
$231K
M
556
MOTCO
Texas
$222K -$27.5K -226 -12%
FMBTD
557
First Midwest Bank Trust Division
Illinois
$220K -$68.5K -563 -25%
MMG
558
Monetary Management Group
Missouri
$214K
Los Angeles Capital Management
559
Los Angeles Capital Management
California
$212K -$258K -2,120 -57%
SWM
560
SeaCrest Wealth Management
New York
$211K +$197K +1,623 New
SBH
561
Segall Bryant & Hamill
Illinois
$210K +$197K +1,619 New
GAM
562
Garrison Asset Management
Arkansas
$210K +$197K +1,620 New
CCM
563
Coldstream Capital Management
Washington
$208K +$195K +1,599 New
SW
564
SlateStone Wealth
Florida
$208K +$195K +1,600 New
TCM
565
Tufton Capital Management
Maryland
$207K +$195K +1,600 New
WWM
566
Western Wealth Management
Colorado
$200K +$187K +1,536 New
TF
567
Tompkins Financial
New York
$195K -$123K -1,015 -40%
TIA
568
Tiemann Investment Advisors
California
$195K -$25.6K -210 -12%
GWM
569
Geneos Wealth Management
Colorado
$193K -$2.92K -24 -2%
TIS
570
Tortoise Index Solutions
Kansas
$183K +$49.8K +409 +41%
TAM
571
Tiverton Asset Management
Delaware
$172K
Lazard Asset Management
572
Lazard Asset Management
New York
$171K +$161K +1,322 New
OIA
573
Optimum Investment Advisors
Illinois
$169K -$48.7K -400 -24%
ICOM
574
Investment Counselors of Maryland
Maryland
$169K -$608 -5 -0.4%
BCM
575
Bourgeon Capital Management
Connecticut
$169K +$158K +1,300 New

DLR Hedge Fund Activity: Q3 2019 in Review

697 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q3 2019, worth a combined $27.9B — up 12% from $25B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new DLR positions and 48 closed out — a net gain of 7 holders — while 289 added to existing stakes and 238 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $168M. The largest seller was Brookfield Corp, exiting entirely with an estimated $111M sold.

  • 697 institutional investors held Digital Realty Trust (DLR) as of Q3 2019, up from 696 in Q2 2019.
  • Funds reported $27.9B of Digital Realty Trust stock for Q3 2019, up 12% quarter-over-quarter.
  • 55 funds opened new Digital Realty Trust positions in Q3 2019 and 48 closed out, a net change of +7 holders.
  • The largest Digital Realty Trust buyer in Q3 2019 was Cohen & Steers, an estimated $168M added.
  • The largest Digital Realty Trust seller in Q3 2019 was Brookfield Corp, an estimated $111M sold.

Based on aggregated 13F filings for Q3 2019.