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DFS

Discover Financial Services

Delisted

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

751 hedge funds and large institutions have $20.1B invested in Discover Financial Services in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 239 increasing their positions, 331 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $158M | Put options by funds: $122M

0% more capital invested

Capital invested by funds: $20B → $20.1B (+$81.3M)

0.91% less ownership

Funds ownership: 84.53%83.62% (-0.91%)

6% less funds holding

Funds holding: 801751 (-50)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

28% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 331

46% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 87

Holders
751
Holders Change
-50
Holders Change %
-6.24%
% of All Funds
18.72%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.27%
New
47
Increased
239
Reduced
331
Closed
87
Calls
$158M
Puts
$122M
Net Calls
+$36.8M
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
26
Eaton Vance Management
Massachusetts
$151M +$73.2M +1,206,473 +106%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$149M -$2.47M -40,794 -2%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$141M -$29.1M -479,165 -18%
Goldman Sachs
29
Goldman Sachs
New York
$140M -$10.4M -170,953 -7%
Barrow, Hanley, Mewhinney & Strauss
30
Barrow, Hanley, Mewhinney & Strauss
Texas
$138M -$67.1M -1,107,209 -34%
Bank of America
31
Bank of America
North Carolina
$137M -$7.08M -116,737 -5%
TD Asset Management
32
TD Asset Management
Ontario, Canada
$127M +$50.1M +826,606 +72%
Charles Schwab
33
Charles Schwab
California
$127M +$1.81M +29,830 +2%
Legal & General Group
34
Legal & General Group
United Kingdom
$124M +$2.2M +36,310 +2%
Millennium Management
35
Millennium Management
New York
$122M +$42.7M +703,747 +60%
TCIM
36
TIAA CREF Investment Management
New York
$121M -$12.9M -212,441 -10%
PPA
37
Parametric Portfolio Associates
Washington
$120M +$6.79M +111,915 +6%
Lord, Abbett & Co
38
Lord, Abbett & Co
New Jersey
$117M +$8.51M +140,340 +8%
IGIM
39
I.G. Investment Management
Manitoba, Canada
$116M +$28.4M +468,450 +35%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$111M +$1.06M +17,449 +1%
SCM
41
Sterling Capital Management
North Carolina
$103M +$4.68M +77,169 +5%
NIMC
42
NWQ Investment Management Company
California
$97.1M -$16.1M -265,697 -15%
NIPH
43
NN Investment Partners Holdings
Netherlands
$96.2M +$1.02M +16,816 +1%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$91.1M -$8.27M -136,366 -9%
UBS AM
45
UBS AM
Illinois
$87.6M -$6.82M -112,473 -8%
Stifel Financial
46
Stifel Financial
Missouri
$87.5M +$6.5M +107,166 +9%
SO
47
STRS Ohio
Ohio
$80.9M +$6.24M +102,874 +9%
Ameriprise
48
Ameriprise
Minnesota
$78.6M -$11.9M -196,076 -14%
Wells Fargo
49
Wells Fargo
California
$78.2M -$39.6M -653,817 -35%
CI Investments Inc
50
CI Investments Inc
Ontario, Canada
$77.9M +$44.6M +735,400 +156%

DFS Hedge Fund Activity: Q3 2017 in Review

751 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q3 2017, worth a combined $20.1B — up 0.41% from $20B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of DFS and 47 opened new positions — a net loss of 40 holders — while 331 trimmed existing stakes and 239 added.

The largest buyer was Diamond Hill Capital Management, adding an estimated $211M. The largest seller was BlackRock, cutting an estimated $300M.

  • 751 institutional investors held Discover Financial Services (DFS) as of Q3 2017, down from 801 in Q2 2017.
  • Funds reported $20.1B of Discover Financial Services stock for Q3 2017, up 0.41% quarter-over-quarter.
  • 47 funds opened new Discover Financial Services positions in Q3 2017 and 87 closed out, a net change of -40 holders.
  • The largest Discover Financial Services buyer in Q3 2017 was Diamond Hill Capital Management, an estimated $211M added.
  • The largest Discover Financial Services seller in Q3 2017 was BlackRock, an estimated $300M sold.

Based on aggregated 13F filings for Q3 2017.