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Digital Realty Trust

696 hedge funds and large institutions have $25B invested in Digital Realty Trust in 2019 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 282 increasing their positions, 225 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 46

25% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 225

1% more funds holding

Funds holding: 687696 (+9)

0.99% less ownership

Funds ownership: 102.79%101.79% (-0.99%)

2% less capital invested

Capital invested by funds: $25.4B → $25B (-$468M)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

50% less call options, than puts

Call options by funds: $79.1M | Put options by funds: $158M

Holders
696
Holders Change
+9
Holders Change %
+1.31%
% of All Funds
15.12%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.24%
New
65
Increased
282
Reduced
225
Closed
46
Calls
$79.1M
Puts
$158M
Net Calls
-$79.2M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
601
M&R Capital Management
New Jersey
$91K
IRC
602
Investors Research Corp
Georgia
$84K
WEC
603
Winslow Evans & Crocker
Massachusetts
$84K
BWP
604
BSW Wealth Partners
Colorado
$81K +$81.7K +686 New
OIA
605
OneDigital Investment Advisors
Kansas
$74K
GLI
606
Guardian Life Insurance
New York
$71K
S
607
SignatureFD
Georgia
$70K +$12.5K +105 +21%
DWM
608
Doyle Wealth Management
Florida
$68K +$68.6K +576 New
LWM
609
Liberty Wealth Management
California
$64K
MCM
610
Manchester Capital Management
Vermont
$64K +$64.4K +541 New
O
611
Ossiam
France
$63K +$64.2K +539 New
CIA
612
CSat Investment Advisory
Michigan
$61K +$47.8K +401 +365%
ARMT
613
Amica Retiree Medical Trust
Rhode Island
$60K
HFM
614
Harvest Fund Management
China
$60K
HPC
615
HM Payson & Co
Maine
$59K +$59.5K +500 New
VAIA
616
Virtus Alternative Investment Advisers
Connecticut
$57K -$179K -1,500 -76%
GWMIA
617
Global Wealth Management Investment Advisory
Florida
$48K
CAL
618
Capital Analysts LLC
Pennsylvania
$47K -$1.07K -9 -2%
CFA
619
Carroll Financial Associates
North Carolina
$47K
First Manhattan
620
First Manhattan
New York
$47K
MF
621
Manchester Financial
California
$46K
CIAS
622
Capital Investment Advisory Services
North Carolina
$46K +$33.6K +282 +256%
GRP
623
Global Retirement Partners
California
$43K -$5.36K -45 -11%
FCB
624
First Command Bank
Texas
$41K
FCFS
625
First Command Financial Services
Texas
$41K

DLR Hedge Fund Activity: Q2 2019 in Review

696 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q2 2019, worth a combined $25B — down 1.8% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new DLR positions and 46 closed out — a net gain of 19 holders — while 282 added to existing stakes and 225 trimmed.

The largest buyer was Bank of America, adding an estimated $224M. The largest seller was Cohen & Steers, cutting an estimated $657M.

  • 696 institutional investors held Digital Realty Trust (DLR) as of Q2 2019, up from 687 in Q1 2019.
  • Funds reported $25B of Digital Realty Trust stock for Q2 2019, down 1.8% quarter-over-quarter.
  • 65 funds opened new Digital Realty Trust positions in Q2 2019 and 46 closed out, a net change of +19 holders.
  • The largest Digital Realty Trust buyer in Q2 2019 was Bank of America, an estimated $224M added.
  • The largest Digital Realty Trust seller in Q2 2019 was Cohen & Steers, an estimated $657M sold.

Based on aggregated 13F filings for Q2 2019.