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Digital Realty Trust
DLR

Overview Fund Activity

1,031 hedge funds and large institutions have $42.6B invested in Digital Realty Trust in 2023 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 334 increasing their positions, 397 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
+90
Holders Change %
+9.56%
% of All Funds
15.12%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.28%
New
176
Increased
334
Reduced
397
Closed
70
Calls
$320M
Puts
$841M
Net Calls
-$521M
Net Calls Change
+$80.9M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$2.14B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.11B
3
BlackRock
3
BlackRock
New York
$4.45B
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$107M
5
Deutsche Bank
5
Deutsche Bank
Germany
$452M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$800M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$924M
3
Bank of America
3
Bank of America
North Carolina
$1.31B
4
Prudential Financial
4
Prudential Financial
New Jersey
$94M
5
Cohen & Steers
5
Cohen & Steers
New York
$3.02B
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
1001
Frazier Financial Advisors
Ohio
$4.44K +$4.44K +33 New
Kayne Anderson Rudnick Investment Management
1002
Kayne Anderson Rudnick Investment Management
California
$4.17K +$4.03K +29 +2,900%
CWC
1003
Carolinas Wealth Consulting
North Carolina
$3.8K – – –
IWA
1004
IBEX Wealth Advisors
New Jersey
$3.49K -$3.38M -25,209 -100%
SA
1005
Scarborough Advisors
Maryland
$3.37K +$3.37K +25 New
BWM
1006
Baystate Wealth Management
Massachusetts
$3.29K -$961 -7 -23%
MA
1007
MCF Advisors
Kentucky
$3.23K – – –
EBA
1008
Eagle Bay Advisors
New York
$3.1K -$404 -3 -12%
ME
1009
McIlrath & Eck
Washington
$3.1K – – –
AW
1010
Avion Wealth
Texas
$3K +$1.64K +12 +120%
NRG
1011
Nemes Rush Group
Michigan
$2.83K +$2.83K +21 New
CP
1012
Castleview Partners
Texas
$2.83K – – –
TCA
1013
Trifecta Capital Advisors
Illinois
$2.56K – – –
RA
1014
Rise Advisors
New York
$2.11K – – –
FRA
1015
Frank Rimerman Advisors
California
$2.02K +$2.02K +15 New
AP
1016
Aspect Partners
Virginia
$2.02K +$2.02K +15 New
LIWM
1017
Long Island Wealth Management
New York
$2K +$2K +18 New
VCM
1018
Versant Capital Management
Arizona
$1.88K -$11.8K -88 -86%
T
1019
Tidemark
California
$1.88K +$1.88K +14 New
USB
1020
Union Savings Bank
Connecticut
$1.75K – – –
TCM
1021
Tradewinds Capital Management
Washington
$1.48K – – –
JWA
1022
JFS Wealth Advisors
Pennsylvania
$1.21K +$1.21K +9 New
AIC
1023
Archer Investment Corporation
Indiana
$1.08K – – –
MIA
1024
MeadowBrook Investment Advisors
Michigan
$1.08K +$1.08K +8 New
TFM
1025
TFC Financial Management
Massachusetts
$943 – – –
39 40
41
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