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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
WC
651
Waterloo Capital
Texas
$220K +$202K +1,587 New
VFA
652
Valeo Financial Advisors
Indiana
$219K +$45.8K +360 +32%
OCM
653
Orser Capital Management
Texas
$219K +$201K +1,578 New
WWM
654
Western Wealth Management
Colorado
$217K +$198K +1,560 New
SRCM
655
Swift Run Capital Management
Virginia
$214K +$196K +1,540 New
CCM
656
Coldstream Capital Management
Washington
$213K +$195K +1,536 New
WC
657
Whitney & Co
New York
$209K +$191K +1,501 New
BPCE
658
Bank Pictet & Cie (Europe)
Germany
$208K +$191K +1,500 New
CGL
659
Clarius Group LLC
Washington
$207K +$190K +1,493 New
VLC
660
Van Leeuwen & Company
New Jersey
$205K +$188K +1,475 New
CIBC Private Wealth Group
661
CIBC Private Wealth Group
Georgia
$204K +$186K +1,465 New
HBT
662
Hills Bank & Trust
Iowa
$203K +$186K +1,460 New
QT
663
Quantamental Technologies
New York
$203K +$186K +1,463 New
TWI
664
Thomas White International
Illinois
$193K -$421K -3,310 -70%
TF
665
Tompkins Financial
New York
$191K
TRCT
666
Tower Research Capital (TRC)
New York
$187K +$171K +1,343 New
SFM
667
Systematic Financial Management
New Jersey
$182K +$153K +1,200 +1,062%
BCM
668
Bourgeon Capital Management
Connecticut
$181K
BCP
669
Blue Chip Partners
Michigan
$178K +$2.04K +16 +1%
MC
670
Muzinich & Co
New York
$177K +$53.7K +422 +49%
BEI
671
Benjamin Edwards Inc
Missouri
$177K +$125K +982 +333%
S
672
SignatureFD
Georgia
$168K +$64.7K +509 +72%
GSWM
673
Golden State Wealth Management
California
$166K +$152K +1,195 New
CCM
674
Copeland Capital Management
Pennsylvania
$161K
PCG
675
Private Capital Group
Connecticut
$160K +$19.2K +151 +15%

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.