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Digital Realty Trust

764 hedge funds and large institutions have $27.3B invested in Digital Realty Trust in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 309 increasing their positions, 215 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 41

44% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 215

10% more funds holding

Funds holding: 697764 (+67)

6.16% more ownership

Funds ownership: 103.07%109.23% (+6.2%)

2% more call options, than puts

Call options by funds: $141M | Put options by funds: $137M

2% less capital invested

Capital invested by funds: $27.9B → $27.3B (-$559M)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
764
Holders Change
+67
Holders Change %
+9.61%
% of All Funds
15.05%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.26%
New
123
Increased
309
Reduced
215
Closed
41
Calls
$141M
Puts
$137M
Net Calls
+$3.26M
Net Calls Change
+$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
576
Wolverine Asset Management
Illinois
$244K +$252K +2,046 New
GW
577
GW & Wade
Massachusetts
$243K -$34.8K -283 -12%
SBH
578
Segall Bryant & Hamill
Illinois
$243K +$49.2K +400 +25%
BBHC
579
Brown Brothers Harriman & Co
New York
$242K -$12.4K -101 -5%
HTC
580
Haverford Trust Company
Pennsylvania
$241K
DC
581
DeDora Capital
California
$240K +$5.91K +48 +2%
EI
582
EDMP Inc
Florida
$239K
GC
583
Grace Capital
Massachusetts
$234K +$1.23K +10 +0.5%
CAMG
584
CWA Asset Management Group
Florida
$234K +$240K +1,953 New
BP
585
Ballentine Partners
Massachusetts
$233K -$63.8K -518 -21%
PG
586
Patten Group
Tennessee
$233K +$2.95K +24 +1%
QCG
587
Quadrant Capital Group
Ohio
$230K +$86.6K +704 +54%
IWC
588
Integrated Wealth Concepts
Massachusetts
$230K +$236K +1,921 New
AAM
589
Auxier Asset Management
Oregon
$228K
Cetera Investment Advisers
590
Cetera Investment Advisers
Illinois
$227K +$4.92K +40 +2%
JIM
591
Jupiter Investment Management
United Kingdom
$227K +$234K +1,900 New
ANB
592
Amarillo National Bank
Texas
$226K -$8.62K -70 -4%
SWM
593
SeaCrest Wealth Management
New York
$220K +$26.5K +215 +13%
MCWA
594
Meadow Creek Wealth Advisors
Georgia
$220K +$226K +1,834 New
APP
595
Avantax Planning Partners
Iowa
$218K +$5.17K +42 +2%
CIA
596
Cascade Investment Advisors
Oregon
$216K -$16.6K -135 -7%
RG
597
Retirement Group
California
$214K +$220K +1,786 New
GT
598
Greenleaf Trust
Michigan
$208K -$16.1K -131 -7%
CCA
599
Checchi Capital Advisers
California
$206K -$16.4K -133 -7%
M
600
MOTCO
Texas
$205K

DLR Hedge Fund Activity: Q4 2019 in Review

764 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q4 2019, worth a combined $27.3B — down 2% from $27.9B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new DLR positions and 41 closed out — a net gain of 82 holders — while 309 added to existing stakes and 215 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $539M. The largest seller was Bank of America, cutting an estimated $315M.

  • 764 institutional investors held Digital Realty Trust (DLR) as of Q4 2019, up from 697 in Q3 2019.
  • Funds reported $27.3B of Digital Realty Trust stock for Q4 2019, down 2% quarter-over-quarter.
  • 123 funds opened new Digital Realty Trust positions in Q4 2019 and 41 closed out, a net change of +82 holders.
  • The largest Digital Realty Trust buyer in Q4 2019 was Cohen & Steers, an estimated $539M added.
  • The largest Digital Realty Trust seller in Q4 2019 was Bank of America, an estimated $315M sold.

Based on aggregated 13F filings for Q4 2019.