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Digital Realty Trust

588 hedge funds and large institutions have $18.7B invested in Digital Realty Trust in 2017 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 189 increasing their positions, 227 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 42

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

6% more funds holding

Funds holding: 557588 (+31)

5% more capital invested

Capital invested by funds: $17.8B → $18.7B (+$887M)

3.05% less ownership

Funds ownership: 104.96%101.91% (-3%)

17% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 227

18% less call options, than puts

Call options by funds: $60.9M | Put options by funds: $74.7M

Holders
588
Holders Change
+31
Holders Change %
+5.57%
% of All Funds
14.66%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
76
Increased
189
Reduced
227
Closed
42
Calls
$60.9M
Puts
$74.7M
Net Calls
-$13.8M
Net Calls Change
-$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.15B +$32.6M +284,515 +1%
BlackRock
2
BlackRock
New York
$1.76B +$49M +428,327 +3%
Capital World Investors
3
Capital World Investors
California
$1.17B
Bank of America
4
Bank of America
North Carolina
$1.08B -$39.9M -348,719 -4%
State Street
5
State Street
Massachusetts
$1.03B -$25.6M -223,822 -2%
Cohen & Steers
6
Cohen & Steers
New York
$746M +$52.2M +455,889 +7%
AAMU
7
APG Asset Management US
New York
$580M
Fidelity Investments
8
Fidelity Investments
Massachusetts
$558M -$63.1M -551,638 -10%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$517M -$3.58M -31,275 -0.7%
JP Morgan Chase
10
JP Morgan Chase
New York
$403M +$27.9M +243,995 +7%
Invesco
11
Invesco
Georgia
$382M -$21.6M -188,727 -5%
Northern Trust
12
Northern Trust
Illinois
$329M +$15.4M +134,121 +5%
PI
13
PGGM Investments
Netherlands
$287M +$6.31M +55,143 +2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$251M +$7.46M +65,168 +3%
Deutsche Bank
15
Deutsche Bank
Germany
$231M +$26.5M +231,808 +13%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$205M +$4.83M +42,210 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$204M -$6.49M -56,703 -3%
Principal Financial Group
18
Principal Financial Group
Iowa
$186M +$119M +1,039,244 +171%
Federated Hermes
19
Federated Hermes
Pennsylvania
$165M -$483K -4,223 -0.3%
Morgan Stanley
20
Morgan Stanley
New York
$157M +$27M +236,025 +21%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$154M +$3.1M +27,079 +2%
Capital International Investors
22
Capital International Investors
California
$153M +$111M +969,500 +253%
Charles Schwab
23
Charles Schwab
California
$153M +$14.2M +123,812 +10%
Ameriprise
24
Ameriprise
Minnesota
$147M -$4.07M -35,576 -3%
N
25
Nuveen
North Carolina
$142M -$20.6M -180,397 -13%

DLR Hedge Fund Activity: Q2 2017 in Review

588 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q2 2017, worth a combined $18.7B — up 5% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new DLR positions and 42 closed out — a net gain of 34 holders — while 189 added to existing stakes and 227 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $119M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $242M.

  • 588 institutional investors held Digital Realty Trust (DLR) as of Q2 2017, up from 557 in Q1 2017.
  • Funds reported $18.7B of Digital Realty Trust stock for Q2 2017, up 5% quarter-over-quarter.
  • 76 funds opened new Digital Realty Trust positions in Q2 2017 and 42 closed out, a net change of +34 holders.
  • The largest Digital Realty Trust buyer in Q2 2017 was Principal Financial Group, an estimated $119M added.
  • The largest Digital Realty Trust seller in Q2 2017 was CBRE Investment Management Listed Real Assets, an estimated $242M sold.

Based on aggregated 13F filings for Q2 2017.