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Digital Realty Trust

411 hedge funds and large institutions have $10.3B invested in Digital Realty Trust in 2014 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 153 increasing their positions, 133 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

588% more call options, than puts

Call options by funds: $78.8M | Put options by funds: $11.5M

160% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 25

57.75% more ownership

Funds ownership: 102.82%160.58% (+58%)

18% more capital invested

Capital invested by funds: $8.72B → $10.3B (+$1.55B)

15% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 133

9% more funds holding

Funds holding: 376411 (+35)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
411
Holders Change
+35
Holders Change %
+9.31%
% of All Funds
10.96%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
65
Increased
153
Reduced
133
Closed
25
Calls
$78.8M
Puts
$11.5M
Net Calls
+$67.4M
Net Calls Change
+$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.52B +$5.07B +75,976,923 +1,457%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.24B +$29.8M +446,739 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$928M +$84.4M +1,264,465 +10%
Capital World Investors
4
Capital World Investors
California
$488M -$65.6M -982,700 -12%
BIT
5
BlackRock Institutional Trust
California
$337M +$9.59M +143,592 +3%
AAMU
6
APG Asset Management US
New York
$299M -$8.76M -131,230 -3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$295M -$2.51M -37,526 -0.8%
Bank of America
8
Bank of America
North Carolina
$242M -$188M -2,807,785 -43%
BFA
9
BlackRock Fund Advisors
California
$222M +$18.4M +276,128 +9%
Deutsche Bank
10
Deutsche Bank
Germany
$180M -$109M -1,631,574 -38%
State Street
11
State Street
Massachusetts
$176M +$3.33M +49,846 +2%
EAM
12
Edge Asset Management
Washington
$157M +$1.74M +26,048 +1%
Federated Hermes
13
Federated Hermes
Pennsylvania
$146M +$29.4M +440,371 +25%
MAA
14
Managed Account Advisors
New Jersey
$142M +$37.9M +567,429 +36%
UBS AM
15
UBS AM
Illinois
$136M -$17.4M -260,063 -11%
Goldman Sachs
16
Goldman Sachs
New York
$132M +$11.7M +175,309 +10%
Morgan Stanley
17
Morgan Stanley
New York
$122M +$29.8M +446,607 +32%
BG
18
BlackRock Group
United Kingdom
$115M +$7.56M +113,193 +7%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$110M +$897K +13,433 +0.8%
Northern Trust
20
Northern Trust
Illinois
$104M +$1.14M +17,054 +1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$102M -$27.9M -417,626 -21%
CGT
22
Capital Guardian Trust
California
$102M +$396M +5,932,367 +11,864,734%
OCM
23
Osterweis Capital Management
California
$101M -$3.64M -54,540 -3%
MHI
24
Miller Howard Investments
New York
$94.2M +$6.3M +94,380 +7%
PI
25
PGGM Investments
Netherlands
$93.5M

DLR Hedge Fund Activity: Q4 2014 in Review

411 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q4 2014, worth a combined $10.3B — up 18% from $8.72B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new DLR positions and 25 closed out — a net gain of 40 holders — while 153 added to existing stakes and 133 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $5.07B. The largest seller was Bank of America, cutting an estimated $188M.

  • 411 institutional investors held Digital Realty Trust (DLR) as of Q4 2014, up from 376 in Q3 2014.
  • Funds reported $10.3B of Digital Realty Trust stock for Q4 2014, up 18% quarter-over-quarter.
  • 65 funds opened new Digital Realty Trust positions in Q4 2014 and 25 closed out, a net change of +40 holders.
  • The largest Digital Realty Trust buyer in Q4 2014 was Capital Research Global Investors, an estimated $5.07B added.
  • The largest Digital Realty Trust seller in Q4 2014 was Bank of America, an estimated $188M sold.

Based on aggregated 13F filings for Q4 2014.