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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
PIM
651
Parasol Investment Management
Illinois
$14K +$13.1K +250 New
CFA
652
Carroll Financial Associates
North Carolina
$13K
TWA
653
TCI Wealth Advisors
Arizona
$13K
HCC
654
Hirtle Callaghan & Co
Pennsylvania
$12K
PFPT
655
Pinnacle Financial Partners (Tennessee)
Tennessee
$12K
OIA
656
Optimum Investment Advisors
Illinois
$11K -$5.19K -99 -34%
MAS
657
Madden Advisory Services
Florida
$11K
ST
658
Stifel Trust
Missouri
$11K
TCOV
659
Trust Company of Vermont
Vermont
$11K +$5.76K +110 +138%
MFBTD
660
MB Financial Bank - Trust Department
Illinois
$11K +$10.5K +200 New
ATC
661
Adirondack Trust Company
New York
$10K +$9.17K +175 New
DAM
662
Delta Asset Management
Tennessee
$9K -$8.65K -165 -51%
SF
663
Synovus Financial
Georgia
$9K
AW
664
Alpha Windward
Massachusetts
$9K +$839 +16 +12%
OC
665
Oakworth Capital
Alabama
$9K +$8.07K +154 New
WF
666
WealthTrust Fairport
Ohio
$8K
BAM
667
Barrett Asset Management
New York
$7K
WTC
668
WhitTier Trust Company
Nevada
$7K
ClearBridge Investments
669
ClearBridge Investments
New York
$7K +$6.18K +118 New
LWM
670
LBA Wealth Management
Florida
$7K +$6.39K +122 New
AC
671
Alexandria Capital
Virginia
$6K
BFEC
672
Benjamin F. Edwards & Company
Missouri
$6K
LFG
673
LifePlan Financial Group
Ohio
$6K +$5.24K +100 New
CWM
674
Cranbrook Wealth Management
Michigan
$4K +$4.04K +77 New
PTCG
675
Pring Turner Capital Group
California
$4K +$4.09K +78 New

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.