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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
BRWA
601
B. Riley Wealth Advisors
Florida
$301K -$8.63K -123 -3%
ZIC
602
ZWJ Investment Counsel
Georgia
$301K +$309K +4,398 New
CC
603
Courier Capital
New York
$299K -$4.56K -65 -1%
IFS
604
Ifrah Financial Services
Arkansas
$296K -$7.93K -113 -3%
UB
605
UMB Bank
Missouri
$296K +$87.8K +1,250 +41%
PL
606
Parkwood LLC
Ohio
$295K +$303K +4,316 New
GCA
607
Gideon Capital Advisors
New York
$294K +$302K +4,299 New
TRCT
608
Tower Research Capital (TRC)
New York
$293K -$755K -10,748 -71%
PK
609
Pflug Koory
Nebraska
$293K +$73.7K +1,050 +32%
OAM
610
Oppenheimer Asset Management
New York
$288K +$296K +4,219 New
QCG
611
Quadrant Capital Group
Ohio
$287K +$3.23K +46 +1%
MC
612
Moors & Cabot
Massachusetts
$286K -$23.3K -332 -7%
CG
613
Cutler Group
California
$283K -$4.26M -60,614 -94%
CAM
614
ClariVest Asset Management
California
$281K -$299K -4,266 -51%
WIC
615
Woodmont Investment Counsel
Tennessee
$279K
WAM
616
Wealthspire Advisors (Maryland)
Maryland
$278K +$76.5K +1,089 +37%
BP
617
Ballentine Partners
Massachusetts
$278K +$285K +4,064 New
KA
618
Kovack Advisors
Florida
$277K +$284K +4,047 New
VCM
619
Vigilant Capital Management
Maine
$274K -$166K -2,364 -37%
SFG
620
SevenBridge Financial Group
Pennsylvania
$272K -$47.4K -675 -14%
PBT
621
Pictet Bank & Trust
Bahamas
$268K
GCC
622
Guardian Capital (Canada)
Ontario, Canada
$266K
BA
623
Boston Advisors
Massachusetts
$262K
YMRC
624
Yorktown Management & Research Company
Virginia
$260K
AFP
625
Ausdal Financial Partners
Iowa
$259K -$14.8K -211 -5%

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.