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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
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$134M +$13.8M +199,220 +10%
Bank of America
27
Bank of America
North Carolina
$120M -$5.42M -78,448 -4%
UBS AM
28
UBS AM
Illinois
$114M +$11.2M +161,700 +9%
PPA
29
Parametric Portfolio Associates
Washington
$111M -$1.27M -18,410 -1%
Charles Schwab
30
Charles Schwab
California
$109M +$4M +57,871 +3%
Goldman Sachs
31
Goldman Sachs
New York
$108M +$13M +188,079 +11%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$103M -$5.32M -77,115 -4%
Barclays
33
Barclays
United Kingdom
$102M +$40.1M +580,739 +51%
Legal & General Group
34
Legal & General Group
United Kingdom
$99.3M +$5.8M +84,003 +5%
PAM
35
Panagora Asset Management
Massachusetts
$98.6M +$7.44M +107,703 +7%
Allianz Asset Management
36
Allianz Asset Management
Germany
$94.6M +$568K +8,228 +0.5%
SCM
37
Sterling Capital Management
North Carolina
$91.7M -$1.88M -27,205 -2%
Invesco
38
Invesco
Georgia
$91.5M -$8.49M -122,998 -7%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$88.9M -$633K -9,172 -0.6%
Wells Fargo
40
Wells Fargo
California
$85.3M -$1.65M -23,887 -2%
American Century Companies
41
American Century Companies
Missouri
$80.8M -$2.46M -35,633 -3%
Stifel Financial
42
Stifel Financial
Missouri
$78.9M -$10.5M -152,161 -10%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$76.1M +$11.8M +171,308 +15%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$75.3M -$93.2M -1,349,749 -51%
Ameriprise
45
Ameriprise
Minnesota
$63.6M -$164K -2,379 -0.2%
TCIM
46
TIAA CREF Investment Management
New York
$62.4M +$2.07M +29,980 +3%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61.2M -$1.28M -18,514 -2%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$57.6M -$5.05M -73,135 -7%
TA
49
Teachers Advisors
New York
$54M +$231K +3,344 +0.4%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$50.5M -$3.72M -53,828 -6%

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.