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Digital Realty Trust

525 hedge funds and large institutions have $19.9B invested in Digital Realty Trust in 2016 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 192 increasing their positions, 152 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 35

67% more funds holding in top 10

Funds holding in top 10: 1220 (+8)

34% more capital invested

Capital invested by funds: $14.9B → $19.9B (+$5.01B)

32% more call options, than puts

Call options by funds: $63.9M | Put options by funds: $48.3M

26% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 152

14% more funds holding

Funds holding: 460525 (+65)

4.74% less ownership

Funds ownership: 179.48%174.74% (-4.7%)

Holders
525
Holders Change
+65
Holders Change %
+14.13%
% of All Funds
14.01%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.53%
New
105
Increased
192
Reduced
152
Closed
35
Calls
$63.9M
Puts
$48.3M
Net Calls
+$15.6M
Net Calls Change
-$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.82B +$356M +3,744,997 +17%
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.28B +$16.7M +175,788 +0.2%
Cohen & Steers
3
Cohen & Steers
New York
$1.12B +$251M +2,641,633 +35%
Bank of America
4
Bank of America
North Carolina
$1.11B +$41.1M +432,439 +4%
Capital World Investors
5
Capital World Investors
California
$968M
State Street
6
State Street
Massachusetts
$922M +$304M +3,203,272 +61%
BIT
7
BlackRock Institutional Trust
California
$614M +$26.3M +276,548 +5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$586M -$86.9M -914,856 -15%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$516M +$42.7M +449,330 +10%
BFA
10
BlackRock Fund Advisors
California
$509M +$126M +1,331,087 +40%
CIMLRA
11
CBRE Investment Management Listed Real Assets
Pennsylvania
$407M +$4.55M +47,952 +1%
AAMU
12
APG Asset Management US
New York
$404M
Deutsche Bank
13
Deutsche Bank
Germany
$384M +$137M +1,441,463 +69%
Invesco
14
Invesco
Georgia
$327M +$69M +727,195 +32%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$309M +$66.1M +696,558 +33%
Northern Trust
16
Northern Trust
Illinois
$303M +$77.4M +815,121 +42%
SAMC
17
Shinko Asset Management Company
Japan
$258M +$24.9M +262,633 +12%
BG
18
BlackRock Group
United Kingdom
$222M +$26.5M +279,546 +16%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$215M +$12.4M +130,224 +7%
Ameriprise
20
Ameriprise
Minnesota
$213M +$83.4M +878,416 +81%
Federated Hermes
21
Federated Hermes
Pennsylvania
$200M -$53.5M -563,599 -23%
JP Morgan Chase
22
JP Morgan Chase
New York
$183M +$65.7M +692,533 +70%
Jennison Associates
23
Jennison Associates
New York
$181M -$64M -674,608 -29%
Goldman Sachs
24
Goldman Sachs
New York
$161M -$11.9M -125,162 -8%
N
25
Nuveen
North Carolina
$161M +$42.2M +444,564 +43%

DLR Hedge Fund Activity: Q2 2016 in Review

525 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q2 2016, worth a combined $19.9B — up 34% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new DLR positions and 35 closed out — a net gain of 70 holders — while 192 added to existing stakes and 152 trimmed.

The largest buyer was Vanguard Group, adding an estimated $356M. The largest seller was Royal London Asset Management, cutting an estimated $269M.

  • 525 institutional investors held Digital Realty Trust (DLR) as of Q2 2016, up from 460 in Q1 2016.
  • Funds reported $19.9B of Digital Realty Trust stock for Q2 2016, up 34% quarter-over-quarter.
  • 105 funds opened new Digital Realty Trust positions in Q2 2016 and 35 closed out, a net change of +70 holders.
  • The largest Digital Realty Trust buyer in Q2 2016 was Vanguard Group, an estimated $356M added.
  • The largest Digital Realty Trust seller in Q2 2016 was Royal London Asset Management, an estimated $269M sold.

Based on aggregated 13F filings for Q2 2016.