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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
IIC
726
Integrated Investment Consultants
Michigan
$36K
ACS
727
Archford Capital Strategies
Illinois
$35K -$28.1K -400 -44%
MA
728
MCF Advisors
Kentucky
$35K +$35.9K +512 New
TCM
729
Tradewinds Capital Management
Washington
$34K
AF
730
Arrow Financial
New York
$32K
HCA
731
Harbour Capital Advisors
Virginia
$30.8K +$31.6K +450 New
FFC
732
First Financial Corp
Indiana
$30K -$31.2K -445 -50%
BWA
733
Burt Wealth Advisors
Maryland
$30K
RFA
734
Reilly Financial Advisors
California
$29K
PCP
735
Proficio Capital Partners
Massachusetts
$29K +$28.5K +406 +508%
PSC
736
Prentiss Smith & Co
Vermont
$27K -$31.5K -449 -53%
MBT
737
Monroe Bank & Trust
Michigan
$27K
AWM
738
AllSquare Wealth Management
New York
$26K +$26.3K +375 New
NFG
739
Next Financial Group
Texas
$25K -$286K -4,074 -91%
CFA
740
Carroll Financial Associates
North Carolina
$25K
SBL
741
Sargent Bickham Lagudis
Colorado
$24K +$10.1K +144 +70%
BWM
742
Baystate Wealth Management
Massachusetts
$24K +$11.9K +170 +89%
AIM
743
Anchor Investment Management
South Carolina
$23.9K
ATC
744
Adirondack Trust Company
New York
$23K -$1.54K -22 -6%
M
745
MOTCO
Texas
$21K
WPA
746
West Paces Advisors
Georgia
$20.9K
IUHSA
747
Itau Unibanco Holding S.A.
Brazil
$20K -$42.8K -610 -68%
SAM
748
Shamrock Asset Management
Texas
$19K -$2.67K -38 -12%
WA
749
WealthTrust-Arizona
Arizona
$18K
PFBT
750
Parkside Financial Bank & Trust
Missouri
$18K +$9.27K +132 +97%

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.