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DFS

Discover Financial Services
DFS

Delisted

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

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634 hedge funds and large institutions have $20.5B invested in Discover Financial Services in 2013 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 217 increasing their positions, 287 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 37

2% more funds holding

Funds holding: 622 → 634 (+12)

4% more capital invested

Capital invested by funds: $19.6B → $20.5B (+$841M)

1% more call options, than puts

Call options by funds: $169M | Put options by funds: $167M

0.46% less ownership

Funds ownership: 84.42% → 83.96% (-0.46%)

24% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 287

25% less funds holding in top 10

Funds holding in top 10: 28 → 21 (-7)

Holders
634
Holders Change
+12
Holders Change %
+1.93%
% of All Funds
20.55%
Holding in Top 10
21
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25%
% of All Funds
0.68%
New
56
Increased
217
Reduced
287
Closed
37
Calls
$169M
Puts
$167M
Net Calls
+$1.71M
Net Calls Change
-$26.4M

Top Buyers

Rank Fund Capital Flow
1
O
OppenheimerFunds
New York
+$161M
2
Franklin Resources
Franklin Resources
California
+$104M
3
TCIM
TIAA CREF Investment Management
New York
+$98.3M
4
Wells Fargo
Wells Fargo
California
+$62M
5
EAM
Edge Asset Management
Washington
+$52.9M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$346M
2
Citadel Advisors
Citadel Advisors
Florida
-$116M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$111M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$93.1M
5
Millennium Management
Millennium Management
New York
-$69.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
526
Beacon Financial Group
Texas
$247K +$241K +4,808 New
AA
527
ALPS Advisors
Colorado
$243K +$240K +4,806 New
GD
528
Grandfield & Dodd
New York
$242K -$5K -100 -2%
VFS
529
VSR Financial Services
Kansas
$242K +$239K +4,781 New
CCM
530
Cai Capital Management
New York
$240K +$238K +4,750 New
Two Sigma Advisers
531
Two Sigma Advisers
New York
$239K -$750K -14,994 -76%
CAN
532
Cetera Advisor Networks
California
$239K +$236K +4,726 New
CC
533
Cipher Capital
New York
$237K +$235K +4,699 New
ST
534
Smithfield Trust
Pennsylvania
$236K -$3.45K -69 -1%
CIM
535
Calvert Investment Management
Maryland
$235K -$14K -280 -6%
Brown Advisory
536
Brown Advisory
Maryland
$235K +$14.3K +286 +7%
JMPWA
537
JP Morgan Private Wealth Advisors
California
$235K +$232K +4,642 New
SI
538
Scout Investments
Missouri
$233K – – –
CL
539
CFS LLC
Oklahoma
$228K – – –
CCB
540
Cutter & Co Brokerage
Missouri
$226K -$5K -100 -2%
NB
541
Norinchukin Bank
Japan
$224K +$221K +4,427 New
PAM
542
Paradigm Asset Management
New York
$215K – – –
JFGIW
543
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$206K -$19.6K -391 -9%
COI
544
Connable Office Inc
Michigan
$203K +$201K +4,010 New
TBA
545
Train Babcock Advisors
New York
$203K +$201K +4,016 New
EMG
546
Ellington Management Group
Connecticut
$202K -$1.62M -32,400 -89%
GIS
547
Guardian Investor Services
New York
$199K -$4.8K -96 -2%
MCM
548
Manchester Capital Management
Vermont
$185K – – –
OAM
549
Orinda Asset Management
California
$162K – – –
CAL
550
Capital Analysts LLC
Pennsylvania
$144K +$3.35K +67 +2%
20 21
22
23 24

DFS Hedge Fund Activity: Q3 2013 in Review

634 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q3 2013, worth a combined $20.5B — up 4.3% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DFS positions and 37 closed out — a net gain of 19 holders — while 217 added to existing stakes and 287 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $161M. The largest seller was Fidelity Investments, cutting an estimated $346M.

  • 634 institutional investors held Discover Financial Services (DFS) as of Q3 2013, up from 622 in Q2 2013.
  • Funds reported $20.5B of Discover Financial Services stock for Q3 2013, up 4.3% quarter-over-quarter.
  • 56 funds opened new Discover Financial Services positions in Q3 2013 and 37 closed out, a net change of +19 holders.
  • The largest Discover Financial Services buyer in Q3 2013 was OppenheimerFunds, an estimated $161M added.
  • The largest Discover Financial Services seller in Q3 2013 was Fidelity Investments, an estimated $346M sold.

Based on aggregated 13F filings for Q3 2013.