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Digital Realty Trust

862 hedge funds and large institutions have $38.7B invested in Digital Realty Trust in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 363 increasing their positions, 270 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 73

34% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 270

5% more funds holding

Funds holding: 818862 (+44)

1% more capital invested

Capital invested by funds: $38.2B → $38.7B (+$481M)

4.42% less ownership

Funds ownership: 106.09%101.67% (-4.4%)

39% less funds holding in top 10

Funds holding in top 10: 3823 (-15)

44% less call options, than puts

Call options by funds: $113M | Put options by funds: $201M

Holders
862
Holders Change
+44
Holders Change %
+5.38%
% of All Funds
17.67%
Holding in Top 10
23
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-39.47%
% of All Funds
0.47%
New
125
Increased
363
Reduced
270
Closed
73
Calls
$113M
Puts
$201M
Net Calls
-$87.7M
Net Calls Change
-$14M
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
726
Orion Portfolio Solutions
Nebraska
$145K +$91.6K +647 +173%
T
727
TOBAM
France
$144K +$144K +1,014 New
PCG
728
Private Capital Group
Connecticut
$140K -$23.8K -168 -15%
RG
729
Retirement Group
California
$139K +$138K +976 New
CAW
730
Cornerstone Advisors (Washington)
Washington
$132K +$14.3K +101 +12%
MAM
731
Meeder Asset Management
Ohio
$132K +$20.5K +145 +18%
ELI
732
Empire Life Investments
Ontario, Canada
$129K +$128K +907 New
FMTCOCP
733
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$128K
GWMIA
734
Global Wealth Management Investment Advisory
Florida
$119K +$6.65K +47 +6%
CIA
735
CSat Investment Advisory
Michigan
$115K +$5.24K +37 +5%
AWM
736
Avior Wealth Management
Nebraska
$114K
WIM
737
Westside Investment Management
California
$114K
Carson Wealth (CWM LLC)
738
Carson Wealth (CWM LLC)
Nebraska
$113K
SIM
739
Sonora Investment Management
Arizona
$113K
SCA
740
Stonebridge Capital Advisors
Minnesota
$113K
MRCM
741
M&R Capital Management
New Jersey
$110K
TSW
742
Thompson Siegel & Walmsley
Virginia
$109K -$7.08K -50 -6%
IA
743
IndexIQ Advisors
New York
$109K +$98.4K +695 +965%
CI Investments Inc
744
CI Investments Inc
Ontario, Canada
$109K +$109K +768 New
FC
745
FORA Capital
Florida
$106K +$105K +744 New
FMP
746
Financial Management Professionals
Texas
$92K +$91.9K +649 New
SFS
747
Sowell Financial Services
Arkansas
$90K -$142K -1,001 -61%
WT
748
Washington Trust
Rhode Island
$87K +$62.3K +440 +246%
Lazard Asset Management
749
Lazard Asset Management
New York
$84K +$31.1K +220 +59%
RTC
750
Riverview Trust Company
Washington
$82K

DLR Hedge Fund Activity: Q2 2020 in Review

862 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q2 2020, worth a combined $38.7B — up 1.3% from $38.2B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new DLR positions and 73 closed out — a net gain of 52 holders — while 363 added to existing stakes and 270 trimmed.

The largest buyer was Vanguard Group, adding an estimated $463M. The largest seller was Cohen & Steers, cutting an estimated $640M.

  • 862 institutional investors held Digital Realty Trust (DLR) as of Q2 2020, up from 818 in Q1 2020.
  • Funds reported $38.7B of Digital Realty Trust stock for Q2 2020, up 1.3% quarter-over-quarter.
  • 125 funds opened new Digital Realty Trust positions in Q2 2020 and 73 closed out, a net change of +52 holders.
  • The largest Digital Realty Trust buyer in Q2 2020 was Vanguard Group, an estimated $463M added.
  • The largest Digital Realty Trust seller in Q2 2020 was Cohen & Steers, an estimated $640M sold.

Based on aggregated 13F filings for Q2 2020.