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Digital Realty Trust

931 hedge funds and large institutions have $37.4B invested in Digital Realty Trust in 2020 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 405 increasing their positions, 284 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 81

43% more repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 284

5% more funds holding

Funds holding: 889931 (+42)

5.84% less ownership

Funds ownership: 101.19%95.35% (-5.8%)

6% less capital invested

Capital invested by funds: $39.9B → $37.4B (-$2.57B)

32% less call options, than puts

Call options by funds: $108M | Put options by funds: $158M

47% less funds holding in top 10

Funds holding in top 10: 1910 (-9)

Holders
931
Holders Change
+42
Holders Change %
+4.72%
% of All Funds
16.47%
Holding in Top 10
10
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-47.37%
% of All Funds
0.18%
New
138
Increased
405
Reduced
284
Closed
81
Calls
$108M
Puts
$158M
Net Calls
-$50M
Net Calls Change
+$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
851
Rockbridge Investment Management
New York
$28K
ST
852
Smithfield Trust
Pennsylvania
$28K +$5.15K +36 +22%
CWC
853
Carolinas Wealth Consulting
North Carolina
$28K +$24.5K +171 +518%
SIC
854
Salem Investment Counselors
North Carolina
$28K +$28.6K +200 New
TFA
855
Toth Financial Advisory
Virginia
$28K +$28.6K +200 New
ICP
856
Interchange Capital Partners
Pennsylvania
$28K +$28.9K +202 New
HFS
857
HBC Financial Services
Washington
$27K +$28.6K +200 New
PFO
858
Pathstone Family Office
New Jersey
$25K +$26.3K +184 New
PO
859
Private Ocean
California
$24K -$7.87K -55 -24%
WPA
860
West Paces Advisors
Georgia
$23.3K
TF
861
Tompkins Financial
New York
$23K -$137K -955 -85%
SLF
862
Sun Life Financial
Ontario, Canada
$23K +$572 +4 +2%
GCM
863
Gables Capital Management
Florida
$22K
KTC
864
Kistler-Tiffany Companies
Pennsylvania
$22K
SIS
865
Sound Income Strategies
Florida
$22K
VNA
866
Valley National Advisers
Pennsylvania
$22K
BWA
867
BDO Wealth Advisors
Florida
$22K +$4.58K +32 +26%
Jones Financial Companies
868
Jones Financial Companies
Missouri
$22K +$22.3K +156 New
DAM
869
Delta Asset Management
Tennessee
$21K +$10.4K +73 +97%
GWS
870
Glassman Wealth Services
Virginia
$20K +$11.7K +82 +139%
TFS
871
TrustCore Financial Services
Tennessee
$19K -$1.14K -8 -5%
TFIPS
872
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18.1K +$18.6K +130 New
PWMG
873
Prestige Wealth Management Group
New Jersey
$18K +$429 +3 +2%
RIA
874
RPG Investment Advisory
California
$18K +$18.6K +130 New
MFA
875
McClarren Financial Advisors
Pennsylvania
$18K +$18.7K +131 New

DLR Hedge Fund Activity: Q4 2020 in Review

931 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q4 2020, worth a combined $37.4B — down 6.4% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new DLR positions and 81 closed out — a net gain of 57 holders — while 405 added to existing stakes and 284 trimmed.

The largest buyer was Capital International Investors, adding an estimated $244M. The largest seller was Capital World Investors, cutting an estimated $1.1B.

  • 931 institutional investors held Digital Realty Trust (DLR) as of Q4 2020, up from 889 in Q3 2020.
  • Funds reported $37.4B of Digital Realty Trust stock for Q4 2020, down 6.4% quarter-over-quarter.
  • 138 funds opened new Digital Realty Trust positions in Q4 2020 and 81 closed out, a net change of +57 holders.
  • The largest Digital Realty Trust buyer in Q4 2020 was Capital International Investors, an estimated $244M added.
  • The largest Digital Realty Trust seller in Q4 2020 was Capital World Investors, an estimated $1.1B sold.

Based on aggregated 13F filings for Q4 2020.