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Digital Realty Trust

862 hedge funds and large institutions have $38.7B invested in Digital Realty Trust in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 363 increasing their positions, 270 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 73

34% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 270

5% more funds holding

Funds holding: 818862 (+44)

1% more capital invested

Capital invested by funds: $38.2B → $38.7B (+$481M)

4.42% less ownership

Funds ownership: 106.09%101.67% (-4.4%)

39% less funds holding in top 10

Funds holding in top 10: 3823 (-15)

44% less call options, than puts

Call options by funds: $113M | Put options by funds: $201M

Holders
862
Holders Change
+44
Holders Change %
+5.38%
% of All Funds
17.67%
Holding in Top 10
23
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-39.47%
% of All Funds
0.47%
New
125
Increased
363
Reduced
270
Closed
73
Calls
$113M
Puts
$201M
Net Calls
-$87.7M
Net Calls Change
-$14M
Name Holding Trade Value Shares
Change
Change in
Stake
APWA
801
Atlas Private Wealth Advisors
New Jersey
$26K +$25.5K +180 New
PO
802
Private Ocean
California
$24K
WPA
803
West Paces Advisors
Georgia
$23.7K
GCM
804
Gables Capital Management
Florida
$23K -$12.2K -86 -35%
CI
805
CX Institutional
Indiana
$23K +$5.66K +40 +33%
VNA
806
Valley National Advisers
Pennsylvania
$22K
SLF
807
Sun Life Financial
Ontario, Canada
$22K +$1.27K +9 +6%
TFS
808
TrustCore Financial Services
Tennessee
$21K
CCM
809
Covington Capital Management
California
$21K +$3.54K +25 +20%
SIS
810
Sound Income Strategies
Florida
$19K
ZB
811
Zions Bancorporation
Utah
$19K +$1.98K +14 +11%
RDWM
812
Red Door Wealth Management
Tennessee
$18K +$1.56K +11 +9%
CFGS
813
Concourse Financial Group Securities
Alabama
$18K +$10.2K +72 +124%
HFS
814
HBC Financial Services
Washington
$17K
HWA
815
HHM Wealth Advisors
Tennessee
$17K
M
816
Mirova
France
$17K
BL
817
Balentine LLC
Georgia
$17K +$17K +120 New
MMG
818
Monetary Management Group
Missouri
$16K
FANJ
819
Financial Architects (New Jersey)
New Jersey
$15K
MA
820
MCF Advisors
Kentucky
$14K
TL
821
TrueWealth LLC
Georgia
$13K -$5.1K -36 -28%
EFSCE
822
Enterprise Financial Services Corp (EFSC)
Missouri
$13K +$4.39K +31 +53%
DAM
823
Delta Asset Management
Tennessee
$11K
EWM
824
Endurance Wealth Management
Rhode Island
$11K +$142 +1 +1%
TWP
825
TFO Wealth Partners
Ohio
$11K +$10.6K +75 New

DLR Hedge Fund Activity: Q2 2020 in Review

862 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q2 2020, worth a combined $38.7B — up 1.3% from $38.2B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new DLR positions and 73 closed out — a net gain of 52 holders — while 363 added to existing stakes and 270 trimmed.

The largest buyer was Vanguard Group, adding an estimated $463M. The largest seller was Cohen & Steers, cutting an estimated $640M.

  • 862 institutional investors held Digital Realty Trust (DLR) as of Q2 2020, up from 818 in Q1 2020.
  • Funds reported $38.7B of Digital Realty Trust stock for Q2 2020, up 1.3% quarter-over-quarter.
  • 125 funds opened new Digital Realty Trust positions in Q2 2020 and 73 closed out, a net change of +52 holders.
  • The largest Digital Realty Trust buyer in Q2 2020 was Vanguard Group, an estimated $463M added.
  • The largest Digital Realty Trust seller in Q2 2020 was Cohen & Steers, an estimated $640M sold.

Based on aggregated 13F filings for Q2 2020.