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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
QCG
576
Quadrant Capital Group
Ohio
$165K +$5.96K +49 +4%
BCP
577
Blue Chip Partners
Michigan
$164K +$1.22K +10 +0.8%
CCM
578
Copeland Capital Management
Pennsylvania
$153K -$21.9K -180 -13%
VFA
579
Valeo Financial Advisors
Indiana
$146K +$973 +8 +0.7%
Group One Trading
580
Group One Trading
Illinois
$146K +$137K +1,128 New
DZ Bank
581
DZ Bank
Germany
$137K
AF
582
Advisornet Financial
Minnesota
$122K +$19.1K +157 +20%
FMTCOCP
583
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$117K
PCG
584
Private Capital Group
Connecticut
$114K -$30.4K -250 -22%
MAM
585
Meeder Asset Management
Ohio
$114K
Carson Wealth (CWM LLC)
586
Carson Wealth (CWM LLC)
Nebraska
$113K
TSW
587
Thompson Siegel & Walmsley
Virginia
$112K
S
588
SignatureFD
Georgia
$112K +$32.5K +267 +45%
SCA
589
Stonebridge Capital Advisors
Minnesota
$110K -$16.3K -134 -14%
OIM
590
Opus Investment Management
Massachusetts
$106K +$99.4K +817 New
AWM
591
Avior Wealth Management
Nebraska
$104K
RIA
592
Realta Investment Advisors
Delaware
$103K -$9.73K -80 -9%
SIM
593
Sonora Investment Management
Arizona
$103K
IRC
594
Investors Research Corp
Georgia
$101K +$7.91K +65 +9%
MRCM
595
M&R Capital Management
New Jersey
$100K
EW
596
Evoke Wealth
California
$95.8K +$89.8K +738 New
LC
597
Lindbrook Capital
California
$95K -$17.6K -145 -16%
Bessemer Group
598
Bessemer Group
New Jersey
$93K -$7.18K -59 -8%
WEC
599
Winslow Evans & Crocker
Massachusetts
$92K
BWP
600
BSW Wealth Partners
Colorado
$92K +$3.16K +26 +4%

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.