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Digital Realty Trust

1,047 hedge funds and large institutions have $44.8B invested in Digital Realty Trust in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 415 increasing their positions, 394 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 89

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

5% more repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 394

5% more capital invested

Capital invested by funds: $42.7B → $44.8B (+$2.1B)

1% more funds holding

Funds holding: 1,0391,047 (+8)

4.93% less ownership

Funds ownership: 104.65%99.72% (-4.9%)

48% less call options, than puts

Call options by funds: $328M | Put options by funds: $634M

Holders
1,047
Holders Change
+8
Holders Change %
+0.77%
% of All Funds
15.08%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
108
Increased
415
Reduced
394
Closed
89
Calls
$328M
Puts
$634M
Net Calls
-$306M
Net Calls Change
+$215M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
676
Level Four Advisory Services
Texas
$495K
FWCM
677
Ferguson Wellman Capital Management
Oregon
$494K -$200K -1,417 -29%
LWM
678
LongView Wealth Management
Georgia
$492K +$2.26K +16 +0.5%
JWCA
679
J.W. Coons Advisors
Ohio
$491K
HWM
680
HB Wealth Management
Georgia
$484K +$45.5K +322 +11%
PPWP
681
Premier Path Wealth Partners
New Jersey
$484K -$8.34K -59 -2%
WH
682
Willner & Heller
California
$482K +$7.91K +56 +2%
AIS
683
American Investment Services
Massachusetts
$482K
AF
684
Aldebaran Financial
$480K -$61.2K -433 -11%
VAM
685
Verity Asset Management
North Carolina
$478K -$25K -177 -5%
PTC
686
Private Trust Company
Ohio
$477K -$69.4K -491 -13%
ETC
687
Exchange Traded Concepts
Oklahoma
$474K -$20.2K -143 -4%
AssetMark Inc
688
AssetMark Inc
California
$466K +$24.4K +173 +6%
SFI
689
Siemens Fonds Invest
Germany
$464K
LIM
690
Leavell Investment Management
Alabama
$463K +$455K +3,217 New
CI
691
Cigna Investments
Connecticut
$460K -$4.38K -31 -1%
HFM
692
Harvest Fund Management
China
$458K +$156K +1,105 +53%
SWP
693
Strategic Wealth Partners
Ohio
$456K +$447K +3,165 New
NC
694
NovaPoint Capital
Georgia
$454K -$111K -784 -20%
Wolverine Trading
695
Wolverine Trading
Illinois
$453K +$200K +1,414 +82%
CIC
696
Carnegie Investment Counsel
Ohio
$450K -$56.5K -400 -11%
CIA
697
Concurrent Investment Advisors
Florida
$447K -$14.8K -105 -3%
VI
698
Versor Investments
New York
$447K -$629K -4,453 -59%
BRWA
699
B. Riley Wealth Advisors
Florida
$443K +$14.8K +105 +3%
MPM
700
MBB Public Markets
Illinois
$441K +$433K +3,064 New

DLR Hedge Fund Activity: Q1 2024 in Review

1,047 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q1 2024, worth a combined $44.8B — up 4.9% from $42.7B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new DLR positions and 89 closed out — a net gain of 19 holders — while 415 added to existing stakes and 394 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $281M. The largest seller was Morgan Stanley, cutting an estimated $574M.

  • 1,047 institutional investors held Digital Realty Trust (DLR) as of Q1 2024, up from 1,039 in Q4 2023.
  • Funds reported $44.8B of Digital Realty Trust stock for Q1 2024, up 4.9% quarter-over-quarter.
  • 108 funds opened new Digital Realty Trust positions in Q1 2024 and 89 closed out, a net change of +19 holders.
  • The largest Digital Realty Trust buyer in Q1 2024 was JP Morgan Chase, an estimated $281M added.
  • The largest Digital Realty Trust seller in Q1 2024 was Morgan Stanley, an estimated $574M sold.

Based on aggregated 13F filings for Q1 2024.