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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
PHK
651
Point72 Hong Kong
Hong Kong
$207K +$213K +3,032 New
BMO
652
Beck Mack & Oliver
New York
$205K
FTIOP
653
Fiduciary Trust International of Pennsylvania
Pennsylvania
$203K
DCM
654
Dimension Capital Management
Florida
$201K
WT
655
Whittier Trust
California
$193K +$48.4K +690 +32%
GWM
656
Geneos Wealth Management
Colorado
$192K +$4.28K +61 +2%
CAM
657
Close Asset Management
United Kingdom
$191K +$112K +1,601 +135%
ST
658
Smithfield Trust
Pennsylvania
$188K -$21.2K -302 -10%
BBHC
659
Brown Brothers Harriman & Co
New York
$185K +$128K +1,825 +209%
ASN
660
Advisory Services Network
Georgia
$183K +$188K +2,682 New
SQA
661
Simon Quick Advisors
New Jersey
$182K
Fuller & Thaler Asset Management
662
Fuller & Thaler Asset Management
California
$178K
CPA
663
Clear Perspective Advisors
Illinois
$174K -$415K -5,911 -70%
SC
664
SRB Corp
Massachusetts
$174K
TC
665
Trust Company
Kansas
$167K -$4.25M -60,580 -96%
AIM
666
Assured Investment Management
New York
$158K +$163K +2,315 New
FWM
667
Focused Wealth Management
New York
$157K +$14K +200 +10%
PWM
668
Perigon Wealth Management
California
$147K +$3.37K +48 +2%
FMA
669
FNY Managed Accounts
New York
$124K +$127K +1,814 New
OC
670
Oakworth Capital
Alabama
$121K -$7.02K -100 -5%
RFM
671
Royal Fund Management
Florida
$121K
OFS
672
Orrstown Financial Services
Pennsylvania
$117K +$47.1K +671 +64%
CFG
673
Citizens Financial Group
Rhode Island
$111K
WA
674
WFG Advisors
Texas
$108K -$702K -10,004 -86%
FANJ
675
Financial Architects (New Jersey)
New Jersey
$108K -$772 -11 -0.7%

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.