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DFS

Discover Financial Services

Delisted

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

801 hedge funds and large institutions have $22.3B invested in Discover Financial Services in 2017 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 244 increasing their positions, 355 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $153M | Put options by funds: $135M

12% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 74

0.57% more ownership

Funds ownership: 84.28%84.85% (+0.57%)

0% less funds holding

Funds holding: 802801 (-1)

7% less capital invested

Capital invested by funds: $23.9B → $22.3B (-$1.64B)

31% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 355

48% less funds holding in top 10

Funds holding in top 10: 2714 (-13)

Holders
801
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
19.94%
Holding in Top 10
14
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-48.15%
% of All Funds
0.35%
New
83
Increased
244
Reduced
355
Closed
74
Calls
$153M
Puts
$135M
Net Calls
+$17.5M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FI
476
FormulaFolio Investments
Michigan
$916K +$940K +13,388 New
Fiera Capital (Canada)
477
Fiera Capital (Canada)
Quebec, Canada
$911K +$163K +2,321 +21%
P
478
Pitcairn
Pennsylvania
$902K +$86.6K +1,233 +10%
PA
479
Profund Advisors
Maryland
$877K +$50.1K +713 +6%
RJT
480
Raymond James Trust
Florida
$871K -$155K -2,211 -15%
MMG
481
Monetary Management Group
Missouri
$869K +$66.7K +950 +8%
QIM
482
Quantitative Investment Management
Virginia
$868K +$892K +12,700 New
AAS
483
Annex Advisory Services
Wisconsin
$866K +$43K +613 +5%
MML Investors Services
484
MML Investors Services
Massachusetts
$860K +$883K +12,579 New
LP
485
LMR Partners
United Kingdom
$855K +$585K +8,331 +200%
LWCFA
486
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$849K
WA
487
Wasatch Advisors
Utah
$845K -$821K -11,700 -49%
LAM
488
Lingohr Asset Management
Germany
$828K +$7.02K +100 +0.8%
BOTW
489
Bank of the West
California
$826K +$247K +3,512 +41%
AssetMark Inc
490
AssetMark Inc
California
$817K +$704K +10,026 +523%
AI
491
Atria Investments
North Carolina
$796K -$58.6K -835 -7%
BTIS
492
BB&T Investment Services
North Carolina
$795K -$18.3K -260 -2%
FRM
493
Fox Run Management
Connecticut
$789K +$810K +11,537 New
CRC
494
Curi RMB Capital
Illinois
$766K +$23.7K +337 +3%
EOJOAM
495
E. Ohman J:or Asset Management
Sweden
$759K +$133K +1,900 +21%
Wealth Enhancement Advisory Services
496
Wealth Enhancement Advisory Services
Minnesota
$752K +$782K +11,142 New
SSG
497
Summit Securities Group
New York
$751K +$770K +10,975 New
SLAM
498
Swiss Life Asset Management
$748K +$768K +10,935 New
CI
499
Conning Inc
Connecticut
$731K -$17.6K -250 -2%
ZCA
500
Zeke Capital Advisors
Pennsylvania
$731K +$160K +2,284 +27%

DFS Hedge Fund Activity: Q1 2017 in Review

801 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q1 2017, worth a combined $22.3B — down 6.9% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DFS positions and 74 closed out — a net gain of 9 holders — while 244 added to existing stakes and 355 trimmed.

The largest buyer was BlackRock, adding an estimated $2.09B. The largest seller was State Street, cutting an estimated $215M.

  • 801 institutional investors held Discover Financial Services (DFS) as of Q1 2017, down from 802 in Q4 2016.
  • Funds reported $22.3B of Discover Financial Services stock for Q1 2017, down 6.9% quarter-over-quarter.
  • 83 funds opened new Discover Financial Services positions in Q1 2017 and 74 closed out, a net change of +9 holders.
  • The largest Discover Financial Services buyer in Q1 2017 was BlackRock, an estimated $2.09B added.
  • The largest Discover Financial Services seller in Q1 2017 was State Street, an estimated $215M sold.

Based on aggregated 13F filings for Q1 2017.