We are live on ! Find out more
DLR icon

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
FMII
651
Farmers & Merchants Investments Inc
Nebraska
$9K
GI
652
Gradient Investments
Minnesota
$8K -$8.4K -76 -52%
EWM
653
Endurance Wealth Management
Rhode Island
$8K
ONST
654
Old North State Trust
North Carolina
$8K
DAM
655
Delta Asset Management
Tennessee
$8K +$8.29K +75 New
TAIM
656
TD Ameritrade Investment Management
Nebraska
$7K +$4.2K +38 +152%
ESB
657
Essex Savings Bank
Connecticut
$7K +$7.4K +67 New
JFA
658
JNBA Financial Advisors
Minnesota
$7K +$7.74K +70 New
VCM
659
Versant Capital Management
Arizona
$7K +$7.74K +70 +1,750%
BL
660
Balentine LLC
Georgia
$6K +$5.86K +53 New
FC
661
Ferris Capital
Massachusetts
$6K +$6.19K +56 New
RCAG
662
Rehmann Capital Advisory Group
Michigan
$5.33K
DBT
663
Dubuque Bank & Trust
Iowa
$5K
CFGS
664
Concourse Financial Group Securities
Alabama
$5K +$6.08K +55 New
LFG
665
LifePlan Financial Group
Ohio
$4K
LWA
666
Lowe Wealth Advisors
Maryland
$4K
CYG
667
Clean Yield Group
Vermont
$4K +$4.09K +37 New
TWA
668
TCI Wealth Advisors
Arizona
$3K -$331 -3 -9%
QAM
669
QCI Asset Management
New York
$3K +$3.2K +29 New
PWMG
670
Prestige Wealth Management Group
New Jersey
$3K +$3.31K +30 New
PMFA
671
Plante Moran Financial Advisors
Michigan
$3K +$3.54K +32 New
Schroder Investment Management Group
672
Schroder Investment Management Group
United Kingdom
$2.66K +$31.2K +282 +1%
EFSCE
673
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$6.3K -57 -71%
BWM
674
Baystate Wealth Management
Massachusetts
$2K
FCA
675
FinTrust Capital Advisors
South Carolina
$2K

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.