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Digital Realty Trust

687 hedge funds and large institutions have $22.2B invested in Digital Realty Trust in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 245 increasing their positions, 247 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

5.17% more ownership

Funds ownership: 96.64%101.81% (+5.2%)

7% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 88

0% more funds holding

Funds holding: 687687 (0)

1% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 247

5% less capital invested

Capital invested by funds: $23.3B → $22.2B (-$1.13B)

8% less call options, than puts

Call options by funds: $69.9M | Put options by funds: $75.7M

Holders
687
Holders Change
Holders Change %
0%
% of All Funds
15.31%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.31%
New
94
Increased
245
Reduced
247
Closed
88
Calls
$69.9M
Puts
$75.7M
Net Calls
-$5.81M
Net Calls Change
+$83.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
626
Certified Advisory Corp
Florida
$19K +$221 +2 +1%
SWA
627
Sutton Wealth Advisors
Florida
$18.3K +$1.55K +14 +9%
WANY
628
Wealthspire Advisors (New York)
New York
$18K +$18.5K +167 New
1NWS
629
1 North Wealth Services
Maryland
$18K +$18.9K +171 New
Rockefeller Capital Management
630
Rockefeller Capital Management
New York
$18K +$19.1K +173 New
CAW
631
Cornerstone Advisors (Washington)
Washington
$17K +$6.41K +58 +55%
WTC
632
WhitTier Trust Company
Nevada
$16K +$1.1K +10 +7%
BCA
633
Berman Capital Advisors
Georgia
$16K +$17.1K +155 New
PFGIA
634
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$8.95K -81 -36%
BWA
635
BDO Wealth Advisors
Florida
$15K -$552 -5 -3%
ACA
636
Atlas Capital Advisors
Wyoming
$14.2K -$29.1K -263 -66%
CB
637
Community Bank
New York
$14K
CAM
638
Cresset Asset Management
Illinois
$14K +$14.8K +134 New
SIS
639
Sound Income Strategies
Florida
$12K -$1.33K -12 -10%
FHA
640
First Horizon Advisors
Tennessee
$12K
CIAS
641
Capital Investment Advisory Services
North Carolina
$12K +$12.2K +110 New
AIM
642
Advantage Investment Management
Iowa
$11K
EARNEST Partners
643
EARNEST Partners
Georgia
$11K
WAP
644
Wealthcare Advisory Partners
Pennsylvania
$11K +$8.29K +75 +250%
CC
645
Claybrook Capital
Massachusetts
$11K +$10.9K +99 New
WDL
646
Well Done LLC
Michigan
$11K +$10.9K +99 New
PRC
647
Pearl River Capital
Michigan
$11K +$11.1K +100 New
KTC
648
Kistler-Tiffany Companies
Pennsylvania
$10K
CIA
649
CSat Investment Advisory
Michigan
$10K +$2.98K +27 +40%
AIA
650
Alera Investment Advisors
Illinois
$10K +$10.4K +94 New

DLR Hedge Fund Activity: Q4 2018 in Review

687 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q4 2018, worth a combined $22.2B — down 4.8% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new DLR positions and 88 closed out — a net gain of 6 holders — while 245 added to existing stakes and 247 trimmed.

The largest buyer was Capital World Investors, adding an estimated $639M. The largest seller was Cohen & Steers, cutting an estimated $277M.

  • 687 institutional investors held Digital Realty Trust (DLR) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $22.2B of Digital Realty Trust stock for Q4 2018, down 4.8% quarter-over-quarter.
  • 94 funds opened new Digital Realty Trust positions in Q4 2018 and 88 closed out, a net change of +6 holders.
  • The largest Digital Realty Trust buyer in Q4 2018 was Capital World Investors, an estimated $639M added.
  • The largest Digital Realty Trust seller in Q4 2018 was Cohen & Steers, an estimated $277M sold.

Based on aggregated 13F filings for Q4 2018.