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DFS

Discover Financial Services

Delisted

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

734 hedge funds and large institutions have $18.8B invested in Discover Financial Services in 2016 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 272 increasing their positions, 289 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

36% more call options, than puts

Call options by funds: $150M | Put options by funds: $110M

17% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 54

1% more capital invested

Capital invested by funds: $18.6B → $18.8B (+$215M)

1% more funds holding

Funds holding: 729734 (+5)

0.7% less ownership

Funds ownership: 84.25%83.55% (-0.7%)

6% less repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 289

Holders
734
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
19.58%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
63
Increased
272
Reduced
289
Closed
54
Calls
$150M
Puts
$110M
Net Calls
+$39.5M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
651
TCI Wealth Advisors
Arizona
$73K
BBPWM
652
Blue Bell Private Wealth Management
Pennsylvania
$71K
FFC
653
First Financial Corp
Indiana
$70K -$67.9K -1,185 -49%
SAMC
654
Shinko Asset Management Company
Japan
$63K
OHS
655
Odey Holdings (Switzerland)
Switzerland
$62K
ST
656
Smithfield Trust
Pennsylvania
$62K +$12K +210 +24%
FHA
657
First Horizon Advisors
Tennessee
$60K +$1.89K +33 +3%
OFS
658
Orrstown Financial Services
Pennsylvania
$59K +$28.9K +505 +94%
MSFP
659
Mark Sheptoff Financial Planning
Connecticut
$57K +$57.3K +1,000 New
AIM
660
Arcadia Investment Management
Michigan
$56K
TDC
661
Thompson Davis & Co
Virginia
$56K +$26.4K +461 +88%
CAL
662
Capital Analysts LLC
Pennsylvania
$55.6K +$2K +35 +4%
WCM
663
Wealthcare Capital Management
Virginia
$52K
IWMPD
664
Integrated Wealth Management (Palm Desert)
California
$51K -$17.7K -309 -25%
DBT
665
Dubuque Bank & Trust
Iowa
$49K -$21.8K -380 -30%
WOC
666
West Oak Capital
California
$44.1K
RWG
667
Regal Wealth Group
California
$44K
EWM
668
Endurance Wealth Management
Rhode Island
$40K
WEC
669
Winslow Evans & Crocker
Massachusetts
$37.2K
GAM
670
Gemmer Asset Management
California
$36K
VNA
671
Valley National Advisers
Pennsylvania
$33K
EFSCE
672
Enterprise Financial Services Corp (EFSC)
Missouri
$33K +$2.86K +50 +9%
CAW
673
Cornerstone Advisors (Washington)
Washington
$33K +$26.9K +469 +419%
RBC
674
Roble Belko & Company
Pennsylvania
$33K +$33.1K +578 New
CAL
675
Capital Advisors Ltd
Ohio
$31K +$57 +1 +0.2%

DFS Hedge Fund Activity: Q3 2016 in Review

734 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q3 2016, worth a combined $18.8B — up 1.2% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new DFS positions and 54 closed out — a net gain of 9 holders — while 272 added to existing stakes and 289 trimmed.

The largest buyer was State Street, adding an estimated $196M. The largest seller was Capital International Investors, cutting an estimated $274M.

  • 734 institutional investors held Discover Financial Services (DFS) as of Q3 2016, up from 729 in Q2 2016.
  • Funds reported $18.8B of Discover Financial Services stock for Q3 2016, up 1.2% quarter-over-quarter.
  • 63 funds opened new Discover Financial Services positions in Q3 2016 and 54 closed out, a net change of +9 holders.
  • The largest Discover Financial Services buyer in Q3 2016 was State Street, an estimated $196M added.
  • The largest Discover Financial Services seller in Q3 2016 was Capital International Investors, an estimated $274M sold.

Based on aggregated 13F filings for Q3 2016.