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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
HRIA
626
Haberer Registered Investment Advisor
Ohio
$2K -$1.3K -26 -46%
BC
627
Bartlett & Co
Ohio
$2K -$500 -10 -20%
RIA
628
Regal Investment Advisors
Michigan
$2K – – –
UB
629
UMB Bank
Missouri
$1.37K -$142K -2,840 -9%
FMII
630
Farmers & Merchants Investments Inc
Nebraska
$1K – – –
S
631
SignatureFD
Georgia
$1K – – –
HI
632
Hudock Inc
Pennsylvania
$1K +$1.2K +24 New
FAM
633
Formidable Asset Management
Ohio
$1K +$1.3K +26 New
CPS
634
Counsel Portfolio Services
Ontario, Canada
$465 -$40K -800 -8%
CCM
635
Chilton Capital Management
Texas
$303 – – –
SGI
636
SAC Global Investors
United Kingdom
– -$25.4M -533,870 Closed
BII
637
Baring International Investment
United Kingdom
– -$24.8M -519,847 Closed
Coatue Management
638
Coatue Management
New York
– -$10.4M -218,214 Closed
AIMCA
639
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$9.85M -196,600 Closed
PP
640
PDT Partners
New York
– -$7.48M -156,945 Closed
LMF
641
LMR Master Fund
Cayman Islands
– -$4.84M -101,504 Closed
HT
642
HAP Trading
New York
– -$4.31M -90,511 Closed
GACM
643
Green Arrow Capital Management
New York
– -$4.17M -87,500 Closed
GC
644
Globeflex Capital
California
– -$4.08M -85,747 Closed
FG
645
FSI Group
Ohio
– -$3.98M -83,500 Closed
NMERB
646
New Mexico Educational Retirement Board
New Mexico
– -$3.75M -78,761 Closed
MAM
647
Martingale Asset Management
Massachusetts
– -$2.74M -57,415 Closed
TAM
648
Todd Asset Management
Kentucky
– -$2.14M -44,900 Closed
LAM
649
Lingohr Asset Management
Germany
– -$1.74M -36,600 Closed
TCM
650
Twin Capital Management
Pennsylvania
– -$1.53M -32,100 Closed
23 24 25
26
27

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.