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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
Lido Advisors
901
Lido Advisors
California
-$277K -1,994 Closed
MIA
902
MainStreet Investment Advisors
Illinois
-$270K -1,945 Closed
QP
903
Quilter Plc
United Kingdom
-$240K -1,725 Closed
LOAME
904
Lombard Odier Asset Management (Europe)
United Kingdom
-$236K -1,698 Closed
ISL
905
Ingalls & Snyder LLC
New York
-$228K -1,640 Closed
Walleye Trading
906
Walleye Trading
New York
-$230K -1,625 Closed
OCM
907
Orser Capital Management
Texas
-$219K -1,578 Closed
WWM
908
Western Wealth Management
Colorado
-$217K -1,560 Closed
SRCM
909
Swift Run Capital Management
Virginia
-$214K -1,540 Closed
CIBC Private Wealth Group
910
CIBC Private Wealth Group
Georgia
-$204K -1,465 Closed
QT
911
Quantamental Technologies
New York
-$203K -1,463 Closed
GSWM
912
Golden State Wealth Management
California
-$166K -1,195 Closed
PAA
913
Peregrine Asset Advisers
Oregon
-$150K -1,080 Closed
ICOM
914
Investment Counselors of Maryland
Maryland
-$112K -808 Closed
IRC
915
Investors Research Corp
Georgia
-$108K -777 Closed
EWM
916
EPG Wealth Management
Georgia
-$84K -606 Closed
II
917
Inspire Investing
Idaho
-$83K -595 Closed
WAP
918
Wealthcare Advisory Partners
Pennsylvania
-$52K -378 Closed
NFG
919
Next Financial Group
Texas
-$47K -338 Closed
LM
920
Legg Mason
Maryland
-$46K -330 Closed
DWM
921
Darwin Wealth Management
Florida
-$39K -284 Closed
WQ
922
Wealth Quarterback
New Jersey
-$9.33K -136 Closed
CFFP
923
Center for Financial Planning
Michigan
-$16K -118 Closed
EARNEST Partners
924
EARNEST Partners
Georgia
-$15K -107 Closed
CAN
925
Claraphi Advisory Network
United States
-$14K -100 Closed

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.