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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
CBOR
626
Community Bank of Raymore
Missouri
$256K
CGT
627
Capital Guardian Trust
California
$248K -$579K -8,250 -69%
NPC
628
National Planning Corporation
California
$248K -$24.1K -344 -9%
HW
629
Hedeker Wealth
Illinois
$248K +$11.2K +159 +5%
NED
630
Nancy E. Dempze
$243K
GWS
631
Glassman Wealth Services
Virginia
$240K
CI
632
Chartist Inc
California
$235K -$6.39K -91 -3%
SC
633
SouthState Corp
Florida
$235K +$9.2K +131 +4%
FIB
634
First Interstate Bank
Montana
$231K
FVCM
635
F&V Capital Management
Florida
$231K
YIA
636
YHB Investment Advisors
Connecticut
$230K +$258K +3,677 New
EWA
637
EP Wealth Advisors
California
$226K +$1.19K +17 +0.5%
SIM
638
SSI Investment Management
California
$223K -$281 -4 -0.1%
Capital Fund Management (CFM)
639
Capital Fund Management (CFM)
France
$222K -$3.82M -54,448 -94%
JIP
640
Jaffetilchin Investment Partners
Florida
$221K +$1.69K +24 +0.7%
LC
641
Lourd Capital
California
$219K +$225K +3,205 New
FNBT
642
FineMark National Bank & Trust
Florida
$218K +$56.5K +805 +34%
WTB
643
Washington Trust Bank
Washington
$216K -$3.58K -51 -2%
CL
644
CPWM LLC
Washington
$215K
FBT
645
First Bank & Trust
South Dakota
$212K -$3.51K -50 -2%
FMLI
646
Fukoku Mutual Life Insurance
Japan
$212K
RG
647
Renaissance Group
Kentucky
$211K -$1.75K -25 -0.8%
MHS
648
M Holdings Securities
Oregon
$209K -$20.1K -287 -9%
SCM
649
Shelton Capital Management
Colorado
$208K -$52.9K -753 -20%
PAA
650
Peregrine Asset Advisers
Oregon
$208K

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.