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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
V
401
Veritable
Delaware
$1.12M -$249K -3,609 -16%
KAS
402
Kemnay Advisory Services
New York
$1.11M +$133K +1,924 +11%
BBWA
403
Bell & Brown Wealth Advisors
California
$1.11M +$1.38K +20 +0.1%
FP
404
Factorial Partners
New York
$1.09M +$34.5K +500 +3%
Tudor Investment Corp
405
Tudor Investment Corp
Connecticut
$1.08M +$566K +8,205 +80%
IB
406
Intrust Bank
Kansas
$1.08M -$175K -2,530 -12%
COPPSERS
407
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.08M -$676K -9,791 -35%
WC
408
Whitnell & Co
Illinois
$1.07M +$166K +2,401 +15%
UA
409
Unison Advisors
District of Columbia
$1.05M +$6.28K +91 +0.5%
MDSL
410
M.D. Sass LLC
New York
$1.05M -$110K -1,600 -8%
Public Sector Pension Investment Board (PSP Investments)
411
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.04M +$104K +1,500 +9%
LSERS
412
Louisiana State Employees Retirement System
Louisiana
$1.04M -$173K -2,500 -12%
VWA
413
V Wealth Advisors
Kansas
$1.03M -$339K -4,917 -23%
Group One Trading
414
Group One Trading
Illinois
$1.02M +$1M +14,521 +520%
NCM
415
Narwhal Capital Management
Georgia
$1.02M -$754K -10,925 -39%
Lazard Asset Management
416
Lazard Asset Management
New York
$1.02M +$118K +1,704 +11%
NAM
417
NorthCoast Asset Management
Connecticut
$991K +$1.16M +16,807 New
TRCT
418
Tower Research Capital (TRC)
New York
$989K +$11.2K +162 +1%
AI
419
Atria Investments
North Carolina
$987K +$289K +4,181 +33%
CPA
420
Capital Planning Advisors
California
$975K -$197K -2,854 -15%
BCM
421
BlueCrest Capital Management
Jersey
$958K +$302K +4,379 +37%
LCM
422
Landscape Capital Management
New Jersey
$949K +$1.11M +16,092 New
QCMC
423
Quantum Capital Management (California)
California
$946K -$1.69M -24,451 -60%
TCM
424
Twin Capital Management
Pennsylvania
$945K -$1.71M -24,834 -61%
TIA
425
Trust Investment Advisors
Indiana
$930K -$44.9K -650 -4%

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.