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Digital Realty Trust

687 hedge funds and large institutions have $22.2B invested in Digital Realty Trust in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 245 increasing their positions, 247 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

5.17% more ownership

Funds ownership: 96.64%101.81% (+5.2%)

7% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 88

0% more funds holding

Funds holding: 687687 (0)

1% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 247

5% less capital invested

Capital invested by funds: $23.3B → $22.2B (-$1.13B)

8% less call options, than puts

Call options by funds: $69.9M | Put options by funds: $75.7M

Holders
687
Holders Change
Holders Change %
0%
% of All Funds
15.31%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.31%
New
94
Increased
245
Reduced
247
Closed
88
Calls
$69.9M
Puts
$75.7M
Net Calls
-$5.81M
Net Calls Change
+$83.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
576
Doyle Wealth Management
Florida
$59K +$60.9K +551 New
LWM
577
Liberty Wealth Management
California
$57K +$60K +543 New
ARMT
578
Amica Retiree Medical Trust
Rhode Island
$54K
Carson Wealth (CWM LLC)
579
Carson Wealth (CWM LLC)
Nebraska
$52K +$33.3K +301 +160%
GRP
580
Global Retirement Partners
California
$51K
BTNA
581
Bremer Trust National Association
Minnesota
$51K +$52.8K +478 New
CG
582
Cutler Group
California
$50K +$52.5K +475 New
Parallax Volatility Advisers
583
Parallax Volatility Advisers
California
$48K +$49.9K +452 New
IDBONY
584
Israel Discount Bank of New York
New York
$44K +$5.53K +50 +14%
GWMIA
585
Global Wealth Management Investment Advisory
Florida
$44K +$45.2K +409 New
LYV
586
Live Your Vision
Pennsylvania
$43K
CAL
587
Capital Analysts LLC
Pennsylvania
$43K +$110 +1 +0.3%
AAMU
588
Amundi Asset Management US
Massachusetts
$42.5K -$14.6M -132,494 -25%
CFA
589
Carroll Financial Associates
North Carolina
$42K -$19.7K -178 -31%
First Manhattan
590
First Manhattan
New York
$42K
MOS
591
MGO One Seven
Ohio
$42K +$44K +398 New
PFBT
592
Parkside Financial Bank & Trust
Missouri
$41K +$29.2K +264 +224%
AF
593
Arrow Financial
New York
$40K -$2.87K -26 -6%
SIAS
594
Shine Investment Advisory Services
Colorado
$40K
APA
595
American Portfolios Advisors
New York
$38.7K -$259K -2,340 -87%
FCB
596
First Command Bank
Texas
$37K
FCFS
597
First Command Financial Services
Texas
$37K
PO
598
Private Ocean
California
$37K
LM
599
Legg Mason
Maryland
$36K
RWA
600
River Wealth Advisors
Pennsylvania
$34K

DLR Hedge Fund Activity: Q4 2018 in Review

687 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q4 2018, worth a combined $22.2B — down 4.8% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new DLR positions and 88 closed out — a net gain of 6 holders — while 245 added to existing stakes and 247 trimmed.

The largest buyer was Capital World Investors, adding an estimated $639M. The largest seller was Cohen & Steers, cutting an estimated $277M.

  • 687 institutional investors held Digital Realty Trust (DLR) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $22.2B of Digital Realty Trust stock for Q4 2018, down 4.8% quarter-over-quarter.
  • 94 funds opened new Digital Realty Trust positions in Q4 2018 and 88 closed out, a net change of +6 holders.
  • The largest Digital Realty Trust buyer in Q4 2018 was Capital World Investors, an estimated $639M added.
  • The largest Digital Realty Trust seller in Q4 2018 was Cohen & Steers, an estimated $277M sold.

Based on aggregated 13F filings for Q4 2018.