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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
EWM
776
Endurance Wealth Management
Rhode Island
$11K
KTC
777
Kistler-Tiffany Companies
Pennsylvania
$11K
DAM
778
Delta Asset Management
Tennessee
$10K
JFA
779
JNBA Financial Advisors
Minnesota
$10K
IA
780
IndexIQ Advisors
New York
$10K +$127 +1 +1%
SMFS
781
Squar Milner Financial Services
California
$10K +$1.91K +15 +26%
BWM
782
Baystate Wealth Management
Massachusetts
$10K +$6.49K +51 +243%
AssetMark Inc
783
AssetMark Inc
California
$10K +$8.65K +68 +2,267%
WQ
784
Wealth Quarterback
New Jersey
$9.33K -$393K -3,089 -96%
HFS
785
HBC Financial Services
Washington
$9K -$91.8K -722 -72%
IFAM
786
Institutional & Family Asset Management
Colorado
$9K +$3.94K +31 +100%
AA
787
Advisory Alpha
Michigan
$8.62K +$509 +4 +7%
EFSCE
788
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
CFGS
789
Concourse Financial Group Securities
Alabama
$8K +$381 +3 +5%
BWP
790
Baldwin Wealth Partners
Massachusetts
$7K
KFI
791
Key Financial Inc
Pennsylvania
$7K +$6.74K +53 New
FCA
792
FinTrust Capital Advisors
South Carolina
$6K
LFG
793
LifePlan Financial Group
Ohio
$6K
SFG
794
Sowa Financial Group
Rhode Island
$6K
AIC
795
Ameritas Investment Company
Nebraska
$6K +$127 +1 +2%
GWS
796
Glassman Wealth Services
Virginia
$5K -$12.8K -101 -74%
BC
797
Barnett & Company
Tennessee
$5K -$1.53K -12 -25%
FEG
798
Financial Enhancement Group
Indiana
$4K
TWA
799
TCI Wealth Advisors
Arizona
$3K -$1.27K -10 -29%
LWA
800
Lowe Wealth Advisors
Maryland
$3K -$1.14K -9 -31%

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.