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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
CFG
676
Capstone Financial Group
Oklahoma
$159K
VCP
677
Verus Capital Partners
Arizona
$157K +$12.7K +100 +10%
OIA
678
Optimum Investment Advisors
Illinois
$153K -$63.6K -500 -31%
JGIA
679
Jackson Grant Investment Advisers
Connecticut
$152K +$139K +1,093 New
PAA
680
Peregrine Asset Advisers
Oregon
$150K +$137K +1,080 New
IA
681
IFP Advisors
Florida
$147K -$193K -1,515 -58%
LC
682
Lindbrook Capital
California
$145K +$37.9K +298 +40%
Bessemer Group
683
Bessemer Group
New Jersey
$143K +$50.6K +398 +63%
HFM
684
Harvest Fund Management
China
$142K +$73.1K +575 +128%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
685
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$131K +$76.8K +604 +178%
GT
686
Glenmede Trust
Pennsylvania
$126K
FMTCOCP
687
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$125K
CAW
688
Cornerstone Advisors (Washington)
Washington
$115K +$47.7K +375 +83%
TSW
689
Thompson Siegel & Walmsley
Virginia
$113K -$6.36K -50 -6%
Carson Wealth (CWM LLC)
690
Carson Wealth (CWM LLC)
Nebraska
$113K
PWMG
691
Prestige Wealth Management Group
New Jersey
$113K +$103K +811 New
ICOM
692
Investment Counselors of Maryland
Maryland
$112K -$62.4K -491 -38%
AWM
693
Avior Wealth Management
Nebraska
$112K
WIM
694
Westside Investment Management
California
$111K +$121K +950 New
SIM
695
Sonora Investment Management
Arizona
$111K
SCA
696
Stonebridge Capital Advisors
Minnesota
$110K -$6.99K -55 -6%
GWMIA
697
Global Wealth Management Investment Advisory
Florida
$109K +$23.7K +186 +31%
MAM
698
Meeder Asset Management
Ohio
$109K +$100K +786 New
IRC
699
Investors Research Corp
Georgia
$108K
MRCM
700
M&R Capital Management
New Jersey
$107K

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.