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Digital Realty Trust

687 hedge funds and large institutions have $22.2B invested in Digital Realty Trust in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 245 increasing their positions, 247 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

5.17% more ownership

Funds ownership: 96.64%101.81% (+5.2%)

7% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 88

0% more funds holding

Funds holding: 687687 (0)

1% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 247

5% less capital invested

Capital invested by funds: $23.3B → $22.2B (-$1.13B)

8% less call options, than puts

Call options by funds: $69.9M | Put options by funds: $75.7M

Holders
687
Holders Change
Holders Change %
0%
% of All Funds
15.31%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.31%
New
94
Increased
245
Reduced
247
Closed
88
Calls
$69.9M
Puts
$75.7M
Net Calls
-$5.81M
Net Calls Change
+$83.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
751
Checchi Capital Advisers
California
-$209K -1,858 Closed
WA
752
Winfield Associates
Ohio
-$208K -1,850 Closed
ACI
753
Alpha Cubed Investments
California
-$204K -1,811 Closed
WC
754
Whitney & Co
New York
-$176K -1,570 Closed
TPWA
755
TRUE Private Wealth Advisors
Oregon
-$176K -1,564 Closed
PCM
756
Prelude Capital Management
New York
-$174K -1,551 Closed
KLWA
757
Kelly Lawrence W & Associates
California
-$152K -1,350 Closed
WSTAM
758
Wilbanks Smith & Thomas Asset Management
Virginia
-$124K -1,103 Closed
LWS
759
Lucia Wealth Services
California
-$61K -544 Closed
KJWM
760
Kiley Juergens Wealth Management
Washington
-$51K -458 Closed
GP
761
Girard Partners
Pennsylvania
-$51K -453 Closed
FIA
762
FNY Investment Advisers
New York
-$45K -401 Closed
APP
763
Avantax Planning Partners
Iowa
-$29K -254 Closed
SCM
764
Southport Capital Management
Tennessee
-$20K -175 Closed
PWAG
765
Polaris Wealth Advisory Group
California
-$19K -165 Closed
TFS
766
TrustCore Financial Services
Tennessee
-$17K -147 Closed
LA
767
Legacy Advisors
Pennsylvania
-$15K -130 Closed
KF
768
Krilogy Financial
Missouri
-$13K -116 Closed
MPIA
769
Mountain Pacific Investment Advisers
Idaho
-$11K -100 Closed
NSIM
770
North Star Investment Management
Illinois
-$11K -96 Closed
WCAMG
771
Woodard & Company Asset Management Group
North Carolina
-$6K -49 Closed
CFG
772
Citizens Financial Group
Rhode Island
-$5K -45 Closed
CAG
773
Csenge Advisory Group
Florida
-$2K -22 Closed
RE
774
RBC Europe
United Kingdom
-$2.25K -20 Closed
AWM
775
Aevitas Wealth Management
Massachusetts
-$2K -19 Closed

DLR Hedge Fund Activity: Q4 2018 in Review

687 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q4 2018, worth a combined $22.2B — down 4.8% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new DLR positions and 88 closed out — a net gain of 6 holders — while 245 added to existing stakes and 247 trimmed.

The largest buyer was Capital World Investors, adding an estimated $639M. The largest seller was Cohen & Steers, cutting an estimated $277M.

  • 687 institutional investors held Digital Realty Trust (DLR) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $22.2B of Digital Realty Trust stock for Q4 2018, down 4.8% quarter-over-quarter.
  • 94 funds opened new Digital Realty Trust positions in Q4 2018 and 88 closed out, a net change of +6 holders.
  • The largest Digital Realty Trust buyer in Q4 2018 was Capital World Investors, an estimated $639M added.
  • The largest Digital Realty Trust seller in Q4 2018 was Cohen & Steers, an estimated $277M sold.

Based on aggregated 13F filings for Q4 2018.