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DFS

Discover Financial Services

Delisted

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

838 hedge funds and large institutions have $23.6B invested in Discover Financial Services in 2017 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 228 increasing their positions, 325 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 60

100% more funds holding in top 10

Funds holding in top 10: 1122 (+11)

18% more capital invested

Capital invested by funds: $20.1B → $23.6B (+$3.53B)

12% more funds holding

Funds holding: 751838 (+87)

0.93% more ownership

Funds ownership: 83.62%84.55% (+0.93%)

13% less call options, than puts

Call options by funds: $160M | Put options by funds: $183M

30% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 325

Holders
838
Holders Change
+87
Holders Change %
+11.58%
% of All Funds
19.01%
Holding in Top 10
22
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+100%
% of All Funds
0.5%
New
155
Increased
228
Reduced
325
Closed
60
Calls
$160M
Puts
$183M
Net Calls
-$23.4M
Net Calls Change
-$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AAMU
26
Amundi Asset Management US
Massachusetts
$193M +$126M +1,837,913 +274%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$186M -$5.45M -79,292 -3%
Lord, Abbett & Co
28
Lord, Abbett & Co
New Jersey
$170M +$26.7M +388,593 +21%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$166M -$11.3M -163,591 -7%
O
30
OppenheimerFunds
New York
$154M -$29.9M -435,100 -18%
Charles Schwab
31
Charles Schwab
California
$153M +$1.4M +20,388 +1%
Artisan Partners
32
Artisan Partners
Wisconsin
$151M +$135M +1,961,748 New
PPA
33
Parametric Portfolio Associates
Washington
$146M +$3.01M +43,763 +2%
Legal & General Group
34
Legal & General Group
United Kingdom
$145M -$2.75M -39,922 -2%
TD Asset Management
35
TD Asset Management
Ontario, Canada
$142M -$9.18M -133,417 -7%
TCIM
36
TIAA CREF Investment Management
New York
$139M -$5.4M -78,432 -4%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$134M +$1.64M +23,767 +1%
Bank of America
38
Bank of America
North Carolina
$132M -$28.2M -409,936 -19%
SCM
39
Sterling Capital Management
North Carolina
$121M -$1.62M -23,528 -1%
CI Investments Inc
40
CI Investments Inc
Ontario, Canada
$118M +$22.7M +329,600 +27%
Stifel Financial
41
Stifel Financial
Missouri
$114M +$8.59M +124,924 +9%
NIMC
42
NWQ Investment Management Company
California
$112M -$3.67M -53,377 -4%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$105M -$3.17M -46,080 -3%
Barrow, Hanley, Mewhinney & Strauss
44
Barrow, Hanley, Mewhinney & Strauss
Texas
$105M -$53.7M -779,904 -36%
Wells Fargo
45
Wells Fargo
California
$97.8M +$4.08M +59,364 +5%
Barclays
46
Barclays
United Kingdom
$97.7M +$37.3M +541,846 +74%
UBS AM
47
UBS AM
Illinois
$96.3M -$7.37M -107,063 -8%
Ameriprise
48
Ameriprise
Minnesota
$91.1M -$2.35M -34,193 -3%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$86.9M -$99.5K -1,447 -0.1%
APG Asset Management
50
APG Asset Management
Netherlands
$86.7M +$35.2M +511,200 +61%

DFS Hedge Fund Activity: Q4 2017 in Review

838 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q4 2017, worth a combined $23.6B — up 18% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new DFS positions and 60 closed out — a net gain of 95 holders — while 228 added to existing stakes and 325 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $135M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $141M sold.

  • 838 institutional investors held Discover Financial Services (DFS) as of Q4 2017, up from 751 in Q3 2017.
  • Funds reported $23.6B of Discover Financial Services stock for Q4 2017, up 18% quarter-over-quarter.
  • 155 funds opened new Discover Financial Services positions in Q4 2017 and 60 closed out, a net change of +95 holders.
  • The largest Discover Financial Services buyer in Q4 2017 was Artisan Partners, an estimated $135M added.
  • The largest Discover Financial Services seller in Q4 2017 was Arrowstreet Capital, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2017.