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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
CIA
701
CSat Investment Advisory
Michigan
$107K +$10.7K +84 +12%
S
702
Seeyond
France
$93K +$349K +2,742 +16%
MWA
703
Moser Wealth Advisors
Washington
$92K
EWM
704
EPG Wealth Management
Georgia
$84K +$13.6K +107 +21%
II
705
Inspire Investing
Idaho
$83K +$75.7K +595 New
RTC
706
Riverview Trust Company
Washington
$80K
CHA
707
Carmichael Hill & Associates
Maryland
$79K
MCM
708
Manchester Capital Management
Vermont
$75K
VCM
709
Vigilant Capital Management
Maine
$73K
HPC
710
HM Payson & Co
Maine
$69K
PA
711
Procyon Advisors
Connecticut
$67K +$11.1K +87 +22%
FP
712
Financial Perspectives
Minnesota
$64.9K +$636 +5 +1%
FHA
713
First Horizon Advisors
Tennessee
$63K +$26.5K +208 +84%
EW
714
Evoke Wealth
California
$59.7K -$39.7K -312 -42%
GRP
715
Global Retirement Partners
California
$59K +$7.76K +61 +17%
CT
716
Caldwell Trust
Florida
$55.4K
CFA
717
Carroll Financial Associates
North Carolina
$55K
First Manhattan
718
First Manhattan
New York
$55K
CAL
719
Capital Analysts LLC
Pennsylvania
$53K +$509 +4 +1%
Lazard Asset Management
720
Lazard Asset Management
New York
$52K +$9.66K +76 +25%
WAP
721
Wealthcare Advisory Partners
Pennsylvania
$52K +$32.8K +258 +215%
OPS
722
Orion Portfolio Solutions
Nebraska
$52K +$39K +307 +465%
NFG
723
Next Financial Group
Texas
$47K -$78.1K -614 -64%
TPCW
724
TD Private Client Wealth
New York
$46.1K +$9.54K +75 +29%
JSC
725
Jackson Square Capital
California
$46K -$1.14K -9 -3%

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.