Digital Realty Trust
DLR
764 hedge funds and large institutions have $27.3B invested in Digital Realty Trust in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 309 increasing their positions, 215 reducing their positions, and 41 closing their positions.
200% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 41
44% more repeat investments, than reductions
Existing positions increased: 309 | Existing positions reduced: 215
10% more funds holding
Funds holding: 697 → 764 (+67)
6.16% more ownership
Funds ownership: 103.07% → 109.23% (+6.2%)
2% more call options, than puts
Call options by funds: $141M | Put options by funds: $137M
2% less capital invested
Capital invested by funds: $27.9B → $27.3B (-$559M)
19% less funds holding in top 10
Funds holding in top 10: 16 → 13 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$539M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$448M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$347M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
+$239M |
| 5 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$97.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$315M |
| 2 |
State Street
Boston,
Massachusetts
|
-$116M |
| 3 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
-$99.9M |
| 4 |
JP Morgan Chase
New York
|
-$70.3M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$70M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PMFA
801
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$4K | -29 | Closed |
|
802
AssetMark Inc
Concord,
California
| – | -$2.83K | -23 | -88% |
|
|
SWP
803
Strategic Wealth Partners
Independence,
Ohio
| – | -$2 | -22 | Closed |
|
DLR Hedge Fund Activity: Q4 2019 in Review
764 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q4 2019, worth a combined $27.3B — down 2% from $27.9B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new DLR positions and 41 closed out — a net gain of 82 holders — while 309 added to existing stakes and 215 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $539M. The largest seller was Bank of America, cutting an estimated $315M.
- 764 institutional investors held Digital Realty Trust (DLR) as of Q4 2019, up from 697 in Q3 2019.
- Funds reported $27.3B of Digital Realty Trust stock for Q4 2019, down 2% quarter-over-quarter.
- 123 funds opened new Digital Realty Trust positions in Q4 2019 and 41 closed out, a net change of +82 holders.
- The largest Digital Realty Trust buyer in Q4 2019 was Cohen & Steers, an estimated $539M added.
- The largest Digital Realty Trust seller in Q4 2019 was Bank of America, an estimated $315M sold.
Based on aggregated 13F filings for Q4 2019.