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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
FF
901
FourThought Financial
Florida
$5K +$5.43K +38 New
AWM
902
Accel Wealth Management
Iowa
$5K +$5.58K +39 New
EWA
903
Evolution Wealth Advisors
Florida
$4K -$1K -7 -18%
TWA
904
TCI Wealth Advisors
Arizona
$4K +$858 +6 +25%
IA
905
Inspire Advisors
Idaho
$4K +$4.43K +31 New
BWM
906
BerganKDV Wealth Management
Minnesota
$3K
LWA
907
Lowe Wealth Advisors
Maryland
$3K
ME
908
McIlrath & Eck
Washington
$3K
PB
909
Pinnacle Bancorp
Nebraska
$3K
HFS
910
Hantz Financial Services
Michigan
$3K +$2.86K +20 New
HS
911
Horan Securities
United States
$3K +$3.15K +22 New
SIAG
912
Safeguard Investment Advisory Group
California
$3K +$3.29K +23 New
SFSIG
913
San Francisco Sentry Investment Group
California
$2K -$1.43K -10 -43%
HR
914
Howe & Rusling
New York
$2K
IFAM
915
Institutional & Family Asset Management
Colorado
$2K
TCM
916
Tradewinds Capital Management
Washington
$2K
SFO
917
Standard Family Office
South Dakota
$2K +$1.86K +13 New
CWP
918
Concord Wealth Partners
Virginia
$2K +$2K +14 New
ADIM
919
Alpha DNA Investment Management
Maryland
$2K +$2.29K +16 New
UFF
920
USA Financial Formulas
Michigan
$1K -$1.31M -9,143 -100%
TFM
921
TFC Financial Management
Massachusetts
$1K
VCM
922
Versant Capital Management
Arizona
$1K
AA
923
Addison Advisors
Vermont
$1K +$572 +4 New
BWA
924
Burt Wealth Advisors
Maryland
$1K +$858 +6 New
MA
925
MUFG Americas
New York
$1K +$1K +7 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.