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Digital Realty Trust

638 hedge funds and large institutions have $24.1B invested in Digital Realty Trust in 2017 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 309 increasing their positions, 146 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 42

112% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 146

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

33% more call options, than puts

Call options by funds: $87.1M | Put options by funds: $65.6M

29% more capital invested

Capital invested by funds: $18.7B → $24.1B (+$5.42B)

9% more funds holding

Funds holding: 588638 (+50)

2.63% less ownership

Funds ownership: 101.91%99.28% (-2.6%)

Holders
638
Holders Change
+50
Holders Change %
+8.5%
% of All Funds
15.91%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.42%
New
101
Increased
309
Reduced
146
Closed
42
Calls
$87.1M
Puts
$65.6M
Net Calls
+$21.5M
Net Calls Change
+$35.2M
Name Holding Trade Value Shares
Change
Change in
Stake
YWP
601
YorkBridge Wealth Partners
New York
$18K
FPFS
602
First Personal Financial Services
North Carolina
$18K +$8.44K +73 +91%
SBL
603
Sargent Bickham Lagudis
Colorado
$17K +$16.6K +144 New
AAP
604
Arax Advisory Partners
Colorado
$16K -$2.31K -20 -13%
AF
605
Allworth Financial
California
$16K
WTC
606
WhitTier Trust Company
Nevada
$16K +$3.58K +31 +29%
BWM
607
Baystate Wealth Management
Massachusetts
$16K +$13.3K +115 +575%
SWA
608
Sutton Wealth Advisors
Florida
$15.7K
RE
609
RBC Europe
United Kingdom
$15.4K +$15K +130 New
CB
610
Community Bank
New York
$15K
HIIFS
611
Harel Insurance Investments & Financial Services
Israel
$15K
LA
612
Legacy Advisors
Pennsylvania
$15K
CAM
613
Close Asset Management
United Kingdom
$13K
GWS
614
Glassman Wealth Services
Virginia
$13K +$116 +1 +0.9%
HS
615
Horan Securities
United States
$13K +$116 +1 +1%
PCP
616
Proficio Capital Partners
Massachusetts
$13K +$347 +3 +3%
PFBT
617
Parkside Financial Bank & Trust
Missouri
$10K
ACM
618
Armbruster Capital Management
New York
$9K
DAM
619
Delta Asset Management
Tennessee
$9K
EWM
620
Endurance Wealth Management
Rhode Island
$9K
MFW
621
Mosaic Family Wealth
Missouri
$9K +$9.25K +80 New
CP
622
Corbenic Partners
Pennsylvania
$8K +$8.09K +70 New
TDC
623
Thompson Davis & Co
Virginia
$7K -$3.7K -32 -35%
HT
624
Heritage Trust
Oklahoma
$7K +$6.82K +59 New
GT
625
Greenleaf Trust
Michigan
$6K +$5.89K +51 New

DLR Hedge Fund Activity: Q3 2017 in Review

638 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q3 2017, worth a combined $24.1B — up 29% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new DLR positions and 42 closed out — a net gain of 59 holders — while 309 added to existing stakes and 146 trimmed.

The largest buyer was Vanguard Group, adding an estimated $952M. The largest seller was Deutsche Bank, cutting an estimated $61.2M.

  • 638 institutional investors held Digital Realty Trust (DLR) as of Q3 2017, up from 588 in Q2 2017.
  • Funds reported $24.1B of Digital Realty Trust stock for Q3 2017, up 29% quarter-over-quarter.
  • 101 funds opened new Digital Realty Trust positions in Q3 2017 and 42 closed out, a net change of +59 holders.
  • The largest Digital Realty Trust buyer in Q3 2017 was Vanguard Group, an estimated $952M added.
  • The largest Digital Realty Trust seller in Q3 2017 was Deutsche Bank, an estimated $61.2M sold.

Based on aggregated 13F filings for Q3 2017.