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Digital Realty Trust

817 hedge funds and large institutions have $38.2B invested in Digital Realty Trust in 2020 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 380 increasing their positions, 221 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more funds holding in top 10

Funds holding in top 10: 1338 (+25)

93% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 70

72% more repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 221

40% more capital invested

Capital invested by funds: $27.3B → $38.2B (+$10.9B)

7% more funds holding

Funds holding: 764817 (+53)

3.14% less ownership

Funds ownership: 109.23%106.09% (-3.1%)

31% less call options, than puts

Call options by funds: $168M | Put options by funds: $241M

Holders
817
Holders Change
+53
Holders Change %
+6.94%
% of All Funds
18%
Holding in Top 10
38
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+192.31%
% of All Funds
0.84%
New
135
Increased
380
Reduced
221
Closed
70
Calls
$168M
Puts
$241M
Net Calls
-$73.7M
Net Calls Change
-$77M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
601
Mercer Global Advisors
Colorado
$307K -$106K -833 -27%
IAN
602
Integrated Advisors Network
Texas
$303K -$10.9K -86 -4%
RIM
603
Rampart Investment Management
Connecticut
$300K -$698K -5,487 -72%
ZCA
604
Zeke Capital Advisors
Pennsylvania
$298K -$538K -4,228 -66%
CAN
605
Cetera Advisor Networks
California
$297K -$41.1K -323 -13%
NB
606
NBT Bank
New York
$293K
EGM
607
Engineers Gate Manager
New York
$292K +$267K +2,100 New
FPS
608
Fieldpoint Private Securities
Connecticut
$291K
MFS
609
Madrona Financial Services
Washington
$291K
GWM
610
Geneos Wealth Management
Colorado
$289K +$76.6K +602 +40%
MAFM
611
Mid Atlantic Financial Management
Pennsylvania
$289K +$265K +2,083 New
QCG
612
Quadrant Capital Group
Ohio
$288K +$7.5K +59 +3%
WSCM
613
Wellington Shields Capital Management
New York
$285K +$261K +2,051 New
LWAC
614
Laurel Wealth Advisors (California)
California
$284K +$46.2K +363 +22%
DC
615
DeDora Capital
California
$281K +$2.92K +23 +1%
1WA
616
180 Wealth Advisors
Washington
$280K -$60.3K -474 -19%
HTC
617
Haverford Trust Company
Pennsylvania
$279K
Lido Advisors
618
Lido Advisors
California
$277K -$74.6K -587 -23%
UC
619
Unio Capital
New Jersey
$277K +$253K +1,992 New
FNC
620
First National Corp
Massachusetts
$276K +$217K +1,704 New
VFA
621
Voya Financial Advisors
Connecticut
$275K +$31.5K +248 +14%
FIM
622
Fernwood Investment Management
Massachusetts
$275K +$252K +1,978 New
GT
623
Greenleaf Trust
Michigan
$271K +$27.3K +215 +12%
CAMG
624
CWA Asset Management Group
Florida
$270K -$1.14K -9 -0.5%
MIA
625
MainStreet Investment Advisors
Illinois
$270K +$247K +1,945 New

DLR Hedge Fund Activity: Q1 2020 in Review

817 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q1 2020, worth a combined $38.2B — up 40% from $27.3B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new DLR positions and 70 closed out — a net gain of 65 holders — while 380 added to existing stakes and 221 trimmed.

The largest buyer was BlackRock, adding an estimated $672M. The largest seller was Capital World Investors, cutting an estimated $333M.

  • 817 institutional investors held Digital Realty Trust (DLR) as of Q1 2020, up from 764 in Q4 2019.
  • Funds reported $38.2B of Digital Realty Trust stock for Q1 2020, up 40% quarter-over-quarter.
  • 135 funds opened new Digital Realty Trust positions in Q1 2020 and 70 closed out, a net change of +65 holders.
  • The largest Digital Realty Trust buyer in Q1 2020 was BlackRock, an estimated $672M added.
  • The largest Digital Realty Trust seller in Q1 2020 was Capital World Investors, an estimated $333M sold.

Based on aggregated 13F filings for Q1 2020.