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Digital Realty Trust

764 hedge funds and large institutions have $27.3B invested in Digital Realty Trust in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 309 increasing their positions, 215 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 41

44% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 215

10% more funds holding

Funds holding: 697764 (+67)

6.16% more ownership

Funds ownership: 103.07%109.23% (+6.2%)

2% more call options, than puts

Call options by funds: $141M | Put options by funds: $137M

2% less capital invested

Capital invested by funds: $27.9B → $27.3B (-$559M)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
764
Holders Change
+67
Holders Change %
+9.61%
% of All Funds
15.05%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.26%
New
123
Increased
309
Reduced
215
Closed
41
Calls
$141M
Puts
$137M
Net Calls
+$3.26M
Net Calls Change
+$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.09B +$24.3M +197,344 +0.6%
Capital World Investors
2
Capital World Investors
California
$3.06B +$841K +6,832 +0%
BlackRock
3
BlackRock
New York
$2.31B -$31.9M -259,546 -1%
State Street
4
State Street
Massachusetts
$1.66B -$116M -942,363 -6%
AAMU
5
APG Asset Management US
New York
$1.11B +$23.8M +193,000 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$977M +$448M +3,637,334 +80%
Cohen & Steers
7
Cohen & Steers
New York
$783M +$539M +4,376,547 +202%
Bank of America
8
Bank of America
North Carolina
$734M -$315M -2,558,120 -29%
Capital Research Global Investors
9
Capital Research Global Investors
California
$625M +$347M +2,820,814 +117%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$488M +$28M +227,564 +6%
Parnassus Investments
11
Parnassus Investments
California
$446M +$18.4M +149,198 +4%
Capital International Investors
12
Capital International Investors
California
$424M +$429K +3,489 +0.1%
Northern Trust
13
Northern Trust
Illinois
$399M -$3.25M -26,373 -0.8%
Canada Pension Plan Investment Board
14
Canada Pension Plan Investment Board
Ontario, Canada
$390M -$1.21M -9,799 -0.3%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$375M -$1.58M -12,827 -0.4%
Daiwa Securities Group
16
Daiwa Securities Group
Japan
$369M +$239M +1,943,424 +171%
Ameriprise
17
Ameriprise
Minnesota
$358M +$67.5M +548,455 +22%
PI
18
PGGM Investments
Netherlands
$353M
Charles Schwab
19
Charles Schwab
California
$324M +$9.61M +78,099 +3%
Morgan Stanley
20
Morgan Stanley
New York
$282M -$15.4M -124,799 -5%
JP Morgan Chase
21
JP Morgan Chase
New York
$279M -$70.3M -571,186 -20%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$263M +$20M +162,269 +8%
Legal & General Group
23
Legal & General Group
United Kingdom
$249M +$11M +89,499 +4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$243M -$6.27M -50,949 -2%
Goldman Sachs
25
Goldman Sachs
New York
$241M +$85.6M +695,761 +53%

DLR Hedge Fund Activity: Q4 2019 in Review

764 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Digital Realty Trust (DLR) for Q4 2019, worth a combined $27.3B — down 2% from $27.9B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new DLR positions and 41 closed out — a net gain of 82 holders — while 309 added to existing stakes and 215 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $539M. The largest seller was Bank of America, cutting an estimated $315M.

  • 764 institutional investors held Digital Realty Trust (DLR) as of Q4 2019, up from 697 in Q3 2019.
  • Funds reported $27.3B of Digital Realty Trust stock for Q4 2019, down 2% quarter-over-quarter.
  • 123 funds opened new Digital Realty Trust positions in Q4 2019 and 41 closed out, a net change of +82 holders.
  • The largest Digital Realty Trust buyer in Q4 2019 was Cohen & Steers, an estimated $539M added.
  • The largest Digital Realty Trust seller in Q4 2019 was Bank of America, an estimated $315M sold.

Based on aggregated 13F filings for Q4 2019.