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Digital Realty Trust
DLR

Overview Fund Activity

762 hedge funds and large institutions have $27.3B invested in Digital Realty Trust in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 309 increasing their positions, 214 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
762
Holders Change
+66
Holders Change %
+9.48%
% 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
122
Increased
309
Reduced
214
Closed
41
Calls
$141M
Puts
$137M
Net Calls
+$3.26M
Net Calls Change
+$39.5M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$783M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$977M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$625M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$369M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$173M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$734M
2
State Street
2
State Street
Massachusetts
$1.66B
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$279M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
601
Smith, Moore & Co
Missouri
$205K +$205K +1,708 New
VFA
602
Voya Financial Advisors
Connecticut
$203K -$38.2K -323 -16%
LWAC
603
Laurel Wealth Advisors (California)
California
$202K -$117K -975 -37%
OIA
604
Optimum Investment Advisors
Illinois
$192K +$36K +300 +23%
GWM
605
Geneos Wealth Management
Colorado
$177K – – –
Marshall Wace
606
Marshall Wace
United Kingdom
$174K +$174K +1,455 New
LS
607
Livforsakringsbolaget Skandia
Sweden
$171K -$120K -1,000 -41%
TF
608
Tompkins Financial
New York
$165K -$15.6K -130 -9%
ICOM
609
Investment Counselors of Maryland
Maryland
$156K – – –
BCM
610
Bourgeon Capital Management
Connecticut
$156K – – –
BCP
611
Blue Chip Partners
Michigan
$152K +$719 +6 +0.5%
KWM
612
Keebeck Wealth Management
Illinois
$147K +$147K +1,224 New
CCM
613
Copeland Capital Management
Pennsylvania
$139K -$2.4K -20 -2%
CFG
614
Capstone Financial Group
Oklahoma
$137K +$137K +1,147 New
VFA
615
Valeo Financial Advisors
Indiana
$135K – – –
DZ Bank
616
DZ Bank
Germany
$126K – – –
GT
617
Glenmede Trust
Pennsylvania
$126K +$2.24K +19 +2%
VCP
618
Verus Capital Partners
Arizona
$123K +$123K +1,030 New
PCG
619
Private Capital Group
Connecticut
$121K +$14.6K +121 +14%
FGAM
620
Financial Gravity Asset Management
Texas
$120K – -3 Closed
HFS
621
HBC Financial Services
Washington
$118K +$118K +1,000 New
NFG
622
Next Financial Group
Texas
$115K -$171K -1,413 -60%
Carson Wealth (CWM LLC)
623
Carson Wealth (CWM LLC)
Nebraska
$113K – – –
FMTCOCP
624
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$108K – – –
TSW
625
Thompson Siegel & Walmsley
Virginia
$104K – – –
23 24
25
26 27