We are live on ! Find out more
DFS

Discover Financial Services

Delisted

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

689 hedge funds and large institutions have $22.2B invested in Discover Financial Services in 2013 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 212 increasing their positions, 284 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 46

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

9% more funds holding

Funds holding: 634689 (+55)

9% more capital invested

Capital invested by funds: $20.5B → $22.2B (+$1.75B)

0.51% less ownership

Funds ownership: 83.96%83.44% (-0.51%)

8% less call options, than puts

Call options by funds: $162M | Put options by funds: $176M

25% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 284

Holders
689
Holders Change
+55
Holders Change %
+8.68%
% of All Funds
20%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.75%
New
105
Increased
212
Reduced
284
Closed
46
Calls
$162M
Puts
$176M
Net Calls
-$14.2M
Net Calls Change
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
626
Enterprise Financial Services Corp (EFSC)
Missouri
$38K
RAM
627
RWC Asset Management
United Kingdom
$38K +$35.9K +685 New
M&T Bank
628
M&T Bank
New York
$36K -$54.4K -1,038 -62%
PFSC
629
Peoples Financial Services Corp
Pennsylvania
$36K +$33.3K +636 New
WEC
630
Winslow Evans & Crocker
Massachusetts
$30K +$28K +535 New
CAL
631
Capital Advisors Ltd
Ohio
$30K +$28.4K +541 New
Carson Wealth (CWM LLC)
632
Carson Wealth (CWM LLC)
Nebraska
$29K
TCM
633
Tradewinds Capital Management
Washington
$28K +$25.9K +495 New
PO
634
Private Ocean
California
$28K +$26.2K +500 New
TDC
635
Thompson Davis & Co
Virginia
$28K +$26.2K +500 New
NCM
636
Nelson Capital Management
California
$26K
HF
637
Hoxton Financial
West Virginia
$26K +$8.39K +160 +51%
VIA
638
Vantage Investment Advisors
Pennsylvania
$25K +$23.5K +449 New
OSAM
639
O'Shaughnessy Asset Management
Connecticut
$24K -$602K -11,490 -96%
NES
640
New England Securities
New York
$22K -$5.29K -101 -20%
CAW
641
Cornerstone Advisors (Washington)
Washington
$22K
ZTNA
642
Zions Trust National Association
Utah
$19K
TFO
643
Tarbox Family Office
California
$18K +$16.5K +314 New
CFG
644
CKW Financial Group
Hawaii
$18K +$17.2K +328 New
FBT
645
Founders Bank & Trust
Michigan
$18K +$18.1K +346 New
M
646
MOTCO
Texas
$17K
WA
647
Waverly Advisors
Alabama
$16K +$4.56K +87 +42%
LNB
648
Ledyard National Bank
$16K +$9.7K +185 +178%
SMG
649
Spectrum Management Group
Indiana
$15K +$14.2K +270 New
MUMSS
650
Mitsubishi UFJ Morgan Stanley Securities
Japan
$14K

DFS Hedge Fund Activity: Q4 2013 in Review

689 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q4 2013, worth a combined $22.2B — up 8.5% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new DFS positions and 46 closed out — a net gain of 59 holders — while 212 added to existing stakes and 284 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $85.3M. The largest seller was Sculptor Capital, exiting entirely with an estimated $201M sold.

  • 689 institutional investors held Discover Financial Services (DFS) as of Q4 2013, up from 634 in Q3 2013.
  • Funds reported $22.2B of Discover Financial Services stock for Q4 2013, up 8.5% quarter-over-quarter.
  • 105 funds opened new Discover Financial Services positions in Q4 2013 and 46 closed out, a net change of +59 holders.
  • The largest Discover Financial Services buyer in Q4 2013 was Credit Suisse, an estimated $85.3M added.
  • The largest Discover Financial Services seller in Q4 2013 was Sculptor Capital, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2013.