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DFS

Discover Financial Services

Delisted

DFS was delisted on the 18th of May, 2025.

837 hedge funds and large institutions have $16.6B invested in Discover Financial Services in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 251 increasing their positions, 349 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.17% more ownership

Funds ownership: 85.23%85.4% (+0.17%)

7% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 100

2% less funds holding

Funds holding: 852837 (-15)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

21% less call options, than puts

Call options by funds: $83.3M | Put options by funds: $106M

26% less capital invested

Capital invested by funds: $22.3B → $16.6B (-$5.71B)

28% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 349

Holders
837
Holders Change
-15
Holders Change %
-1.76%
% of All Funds
18.65%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
93
Increased
251
Reduced
349
Closed
100
Calls
$83.3M
Puts
$106M
Net Calls
-$22.3M
Net Calls Change
-$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
376
World Asset Management
Michigan
$1.37M -$73.8K -1,069 -4%
CCM
377
Condor Capital Management
New Jersey
$1.35M +$8.63K +125 +0.5%
WAOTB
378
Wealth Advisors of Tampa Bay
Florida
$1.32M -$2.42K -35 -0.2%
UCFA
379
United Capital Financial Advisors
Texas
$1.32M -$286K -4,143 -16%
FI
380
FormulaFolio Investments
Michigan
$1.31M -$6.42K -93 -0.5%
AI
381
Ariel Investments
Illinois
$1.31M -$57K -826 -4%
MM
382
Midas Management
New York
$1.3M
MYIA
383
Mount Yale Investment Advisors
Colorado
$1.3M +$131K +1,902 +11%
Brown Advisory
384
Brown Advisory
Maryland
$1.29M +$181K +2,617 +14%
BCM
385
Basswood Capital Management
New York
$1.26M +$1.47M +21,339 New
TA
386
Tiedemann Advisors
New York
$1.24M +$1.45M +21,010 New
MYAM
387
Meiji Yasuda Asset Management
Japan
$1.23M +$25.8K +374 +2%
SGA
388
Strategic Global Advisors
California
$1.22M -$16.8K -243 -1%
Mariner
389
Mariner
Kansas
$1.22M +$400K +5,794 +39%
BAM
390
Blueshift Asset Management
New Jersey
$1.22M +$1.43M +20,651 New
II
391
IFM Investors
Australia
$1.21M +$112K +1,625 +9%
CIM
392
Cambria Investment Management
California
$1.21M -$133K -1,920 -9%
IA
393
Icon Advisers
Colorado
$1.21M
TH
394
TCTC Holdings
Texas
$1.19M
SIM
395
Sentry Investment Management
Wisconsin
$1.17M +$1.37M +19,885 New
IC
396
Inverness Counsel
New York
$1.16M -$1.23M -17,813 -47%
B
397
Bailard
California
$1.15M -$98.3K -1,424 -7%
CIC
398
Carnegie Investment Counsel
Ohio
$1.15M +$1.01M +14,688 +308%
MME
399
Meag Munich Ergo
Germany
$1.14M -$2.44M -35,272 -65%
Cambridge Investment Research Advisors
400
Cambridge Investment Research Advisors
Iowa
$1.12M +$26K +376 +2%

DFS Hedge Fund Activity: Q4 2018 in Review

837 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q4 2018, worth a combined $16.6B — down 26% from $22.3B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of DFS and 93 opened new positions — a net loss of 7 holders — while 349 trimmed existing stakes and 251 added.

The largest buyer was Capital World Investors, adding an estimated $201M. The largest seller was Arrowstreet Capital, cutting an estimated $93.2M.

  • 837 institutional investors held Discover Financial Services (DFS) as of Q4 2018, down from 852 in Q3 2018.
  • Funds reported $16.6B of Discover Financial Services stock for Q4 2018, down 26% quarter-over-quarter.
  • 93 funds opened new Discover Financial Services positions in Q4 2018 and 100 closed out, a net change of -7 holders.
  • The largest Discover Financial Services buyer in Q4 2018 was Capital World Investors, an estimated $201M added.
  • The largest Discover Financial Services seller in Q4 2018 was Arrowstreet Capital, an estimated $93.2M sold.

Based on aggregated 13F filings for Q4 2018.