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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
WT
751
Washington Trust
Rhode Island
$25K +$22.8K +179 New
SWA
752
Sutton Wealth Advisors
Florida
$24.4K +$509 +4 +2%
AIL
753
AGF Investments LLC
Ontario, Canada
$24K -$4.32K -34 -16%
PO
754
Private Ocean
California
$24K +$19.7K +155 +775%
WPA
755
West Paces Advisors
Georgia
$23.2K +$8.77K +69 +70%
OSAM
756
O'Shaughnessy Asset Management
Connecticut
$23K -$68.8K -541 -76%
VNA
757
Valley National Advisers
Pennsylvania
$22K +$20.1K +158 New
TFS
758
TrustCore Financial Services
Tennessee
$20K
SLF
759
Sun Life Financial
Ontario, Canada
$20K +$3.05K +24 +20%
TL
760
TrueWealth LLC
Georgia
$18K +$11.7K +92 +256%
SIS
761
Sound Income Strategies
Florida
$18K +$15.5K +122 +1,356%
CCM
762
Covington Capital Management
California
$17K -$14K -110 -47%
ZB
763
Zions Bancorporation
Utah
$17K -$2.8K -22 -15%
CI
764
CX Institutional
Indiana
$17K +$7.63K +60 +97%
HWA
765
HHM Wealth Advisors
Tennessee
$17K +$15.5K +122 New
MMG
766
Monetary Management Group
Missouri
$16K -$203K -1,600 -93%
M
767
Mirova
France
$16K
RDWM
768
Red Door Wealth Management
Tennessee
$16K +$14.8K +116 New
CFFP
769
Center for Financial Planning
Michigan
$16K +$15K +118 New
EARNEST Partners
770
EARNEST Partners
Georgia
$15K
Credit Agricole
771
Credit Agricole
France
$14K -$744K -5,853 -98%
FANJ
772
Financial Architects (New Jersey)
New Jersey
$14K
MA
773
MCF Advisors
Kentucky
$14K
SFSIG
774
San Francisco Sentry Investment Group
California
$14K +$11.3K +89 +989%
CAN
775
Claraphi Advisory Network
United States
$14K +$12.7K +100 New

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.