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Digital Realty Trust
DLR

Overview Fund Activity

661 hedge funds and large institutions have $23.4B invested in Digital Realty Trust in 2017 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 245 increasing their positions, 222 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+24
Holders Change %
+3.77%
% of All Funds
15.01%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.27%
New
89
Increased
245
Reduced
222
Closed
60
Calls
$90.6M
Puts
$119M
Net Calls
-$27.9M
Net Calls Change
-$49.4M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$425M
2
Citadel Advisors
2
Citadel Advisors
Florida
$95.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$111M
4
Cohen & Steers
4
Cohen & Steers
New York
$1.54B
5
State Street
5
State Street
Massachusetts
$1.33B

Top Sellers

1
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$682M
2
HRES
2
Heitman Real Estate Securities
Illinois
$0
3
Bank of America
3
Bank of America
North Carolina
$1.14B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$354M
5
Ameriprise
5
Ameriprise
Minnesota
$231M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
651
Tortoise Investment Management
New York
$4K – – –
TL
652
TrueWealth LLC
Georgia
$4K – – –
FIB
653
First Interstate Bank
Montana
$4K – – –
SIC
654
Salem Investment Counselors
North Carolina
$4K – – –
FFG
655
Ford Financial Group
California
$4K +$4K +43 New
Acadian Asset Management
656
Acadian Asset Management
Massachusetts
$3K -$310 -3 -9%
DBT
657
Dubuque Bank & Trust
Iowa
$3K – – –
BL
658
Balentine LLC
Georgia
$3K – – –
LFA
659
Legacy Financial Advisors
Kentucky
$3K +$3K +35 New
CPA
660
Clear Perspective Advisors
Illinois
$2K – – –
GFP
661
Gryphon Financial Partners
Ohio
$2K +$2K +14 New
WCM
662
Wealthcare Capital Management
Virginia
$2K +$2K +16 New
PGWM
663
Parisi Gray Wealth Management
New Jersey
$2K +$2K +17 New
AWM
664
Aevitas Wealth Management
Massachusetts
$2K +$2K +18 New
FAM
665
Fred Alger Management
New York
$1K – – –
IBOK
666
Independence Bank of Kentucky
Kentucky
$1K +$1K +7 New
GI
667
Gradient Investments
Minnesota
$1K +$1K +13 New
PCG
668
Private Capital Group
Connecticut
$146 +$146 +1,274 New
HRES
669
Heitman Real Estate Securities
Illinois
– -$51.4M -434,450 Closed
TIAAOA
670
Teachers Insurance & Annuity Association of America
New York
– -$24.1M -203,672 Closed
WCM
671
Wedge Capital Management
North Carolina
– -$22.9M -193,698 Closed
Two Sigma Investments
672
Two Sigma Investments
New York
– -$20.7M -175,168 Closed
AIMCA
673
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$11.7M -99,079 Closed
NFA
674
Nationwide Fund Advisors
Ohio
– -$6.82M -57,606 Closed
RCAMU
675
Rothschild & Co Asset Management US
Connecticut
– -$5.6M -47,354 Closed
25 26
27
28 29