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Digital Realty Trust

649 hedge funds and large institutions have $22.9B invested in Digital Realty Trust in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 245 increasing their positions, 242 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 38

6% more capital invested

Capital invested by funds: $21.6B → $22.9B (+$1.26B)

2% more funds holding

Funds holding: 638649 (+11)

1% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 242

0.27% less ownership

Funds ownership: 99.84%99.58% (-0.27%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

27% less call options, than puts

Call options by funds: $105M | Put options by funds: $144M

Holders
649
Holders Change
+11
Holders Change %
+1.72%
% of All Funds
14.86%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
53
Increased
245
Reduced
242
Closed
38
Calls
$105M
Puts
$144M
Net Calls
-$38.7M
Net Calls Change
-$69.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FPB
576
First PREMIER Bank
South Dakota
$27K
GCM
577
Gables Capital Management
Florida
$27K +$26.1K +246 New
HR
578
Howe & Rusling
New York
$26K -$23.3K -220 -48%
NL
579
NVWM LLC
Pennsylvania
$26K +$5.94K +56 +32%
MSE
580
MUFG Securities EMEA
United Kingdom
$26K +$24.5K +231 New
GEA
581
Glen Eagle Advisors
New Jersey
$25.3K +$5.62K +53 +30%
GI
582
Gradient Investments
Minnesota
$25K +$6.37K +60 +36%
EA
583
Edge Advisors
Georgia
$23K
VFA
584
Valeo Financial Advisors
Indiana
$23K +$2.76K +26 +16%
AF
585
Allworth Financial
California
$22K
TFO
586
Tarbox Family Office
California
$22K +$15.1K +142 +268%
HCM
587
Horrell Capital Management
Arkansas
$22K +$21.2K +200 New
PFGIA
588
Patriot Financial Group Insurance Agency
Massachusetts
$21K -$3.5K -33 -15%
Carson Wealth (CWM LLC)
589
Carson Wealth (CWM LLC)
Nebraska
$21K
CHC
590
City Holding Co
West Virginia
$21K
FFC
591
First Financial Corp
Indiana
$20K
BWA
592
BDO Wealth Advisors
Florida
$20K +$106 +1 +0.6%
DSI
593
Daiwa SB Investments
Japan
$19K
CAC
594
Certified Advisory Corp
Florida
$19K +$212 +2 +1%
FIM
595
Foresters Investment Management
New York
$18K -$298K -2,812 -94%
SWA
596
Sutton Wealth Advisors
Florida
$17.6K
MMG
597
Monetary Management Group
Missouri
$17K
YWP
598
YorkBridge Wealth Partners
New York
$17K
PCP
599
Proficio Capital Partners
Massachusetts
$17K +$1.27K +12 +8%
AAP
600
Arax Advisory Partners
Colorado
$17K +$7.21K +68 +73%

DLR Hedge Fund Activity: Q2 2018 in Review

649 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q2 2018, worth a combined $22.9B — up 5.8% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new DLR positions and 38 closed out — a net gain of 15 holders — while 245 added to existing stakes and 242 trimmed.

The largest buyer was APG Asset Management US, adding an estimated $178M. The largest seller was Vanguard Group, cutting an estimated $191M.

  • 649 institutional investors held Digital Realty Trust (DLR) as of Q2 2018, up from 638 in Q1 2018.
  • Funds reported $22.9B of Digital Realty Trust stock for Q2 2018, up 5.8% quarter-over-quarter.
  • 53 funds opened new Digital Realty Trust positions in Q2 2018 and 38 closed out, a net change of +15 holders.
  • The largest Digital Realty Trust buyer in Q2 2018 was APG Asset Management US, an estimated $178M added.
  • The largest Digital Realty Trust seller in Q2 2018 was Vanguard Group, an estimated $191M sold.

Based on aggregated 13F filings for Q2 2018.