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Digital Realty Trust

931 hedge funds and large institutions have $37.4B invested in Digital Realty Trust in 2020 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 405 increasing their positions, 284 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 81

43% more repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 284

5% more funds holding

Funds holding: 889931 (+42)

5.84% less ownership

Funds ownership: 101.19%95.35% (-5.8%)

6% less capital invested

Capital invested by funds: $39.9B → $37.4B (-$2.57B)

32% less call options, than puts

Call options by funds: $108M | Put options by funds: $158M

47% less funds holding in top 10

Funds holding in top 10: 1910 (-9)

Holders
931
Holders Change
+42
Holders Change %
+4.72%
% of All Funds
16.47%
Holding in Top 10
10
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-47.37%
% of All Funds
0.18%
New
138
Increased
405
Reduced
284
Closed
81
Calls
$108M
Puts
$158M
Net Calls
-$50M
Net Calls Change
+$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AIFAIM
726
American Institute for Advanced Investment Management
Arizona
$230K
LSPW
727
Lake Street Private Wealth
Illinois
$230K +$1.57K +11 +0.7%
FC
728
Fulcrum Capital
Washington
$230K +$236K +1,647 New
IA
729
IFG Advisory
Georgia
$230K +$236K +1,651 New
NIMI
730
Natixis Investment Managers International
France
$228K +$234K +1,635 New
CG
731
Caprock Group
Idaho
$225K -$98.1K -686 -30%
HAG
732
HighPoint Advisor Group
Illinois
$224K -$14.6K -102 -6%
YMRC
733
Yorktown Management & Research Company
Virginia
$223K -$100K -700 -30%
CIBC Private Wealth Group
734
CIBC Private Wealth Group
Georgia
$223K +$5.29K +37 +2%
EIA
735
Edgemoor Investment Advisors
Maryland
$221K +$15K +105 +7%
WC
736
Whitney & Co
New York
$219K
SMC
737
Smith, Moore & Co
Missouri
$219K +$2.86K +20 +1%
AW
738
ACG Wealth
Georgia
$219K +$225K +1,571 New
FEM
739
Fulcrum Equity Management
Texas
$218K -$28.6K -200 -11%
OWP
740
Obermeyer Wealth Partners
Colorado
$218K
BJL
741
Brighton Jones LLC
Washington
$217K +$222K +1,553 New
BBHC
742
Brown Brothers Harriman & Co
New York
$216K +$1.29K +9 +0.6%
DAS
743
Dynamic Advisor Solutions
Arizona
$216K +$221K +1,546 New
LDFR
744
Lehman & Derafelo Financial Resources
Pennsylvania
$215K +$14.3K +100 +7%
ELI
745
Empire Life Investments
Ontario, Canada
$214K +$18.9K +132 +9%
WLPWM
746
Walled Lake Planning & Wealth Management
Illinois
$214K +$215K +1,500 +4,412%
RPWA
747
Regent Peak Wealth Advisors
Georgia
$214K +$219K +1,532 New
CTFG
748
Capstone Triton Financial Group
Oklahoma
$213K +$218K +1,527 New
FI
749
FormulaFolio Investments
Michigan
$212K +$217K +1,519 New
HFAS
750
Hummer Financial Advisory Services
Illinois
$211K

DLR Hedge Fund Activity: Q4 2020 in Review

931 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q4 2020, worth a combined $37.4B — down 6.4% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new DLR positions and 81 closed out — a net gain of 57 holders — while 405 added to existing stakes and 284 trimmed.

The largest buyer was Capital International Investors, adding an estimated $244M. The largest seller was Capital World Investors, cutting an estimated $1.1B.

  • 931 institutional investors held Digital Realty Trust (DLR) as of Q4 2020, up from 889 in Q3 2020.
  • Funds reported $37.4B of Digital Realty Trust stock for Q4 2020, down 6.4% quarter-over-quarter.
  • 138 funds opened new Digital Realty Trust positions in Q4 2020 and 81 closed out, a net change of +57 holders.
  • The largest Digital Realty Trust buyer in Q4 2020 was Capital International Investors, an estimated $244M added.
  • The largest Digital Realty Trust seller in Q4 2020 was Capital World Investors, an estimated $1.1B sold.

Based on aggregated 13F filings for Q4 2020.