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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
TFO
751
Tarbox Family Office
California
$17K -$842 -12 -5%
WAS
752
WESPAC Advisors SoCal
California
$14.4K
TWA
753
TCI Wealth Advisors
Arizona
$14K -$78.9K -1,124 -84%
FPFS
754
First Personal Financial Services
North Carolina
$13K
IPC
755
Independent Portfolio Consultants
Florida
$12K -$1.97K -28 -14%
ACM
756
AUA Capital Management
Pennsylvania
$12K
PVH
757
Psagot Value Holdings
Israel
$12K +$11.9K +170 New
RBC
758
Roble Belko & Company
Pennsylvania
$11K
IP
759
Isthmus Partners
Wisconsin
$10K
PO
760
Private Ocean
California
$10K
PFSC
761
Peoples Financial Services Corp
Pennsylvania
$9K
WTC
762
WhitTier Trust Company
Nevada
$9K
BFEC
763
Benjamin F. Edwards & Company
Missouri
$9K +$5.97K +85 +213%
GBBWRPM
764
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9K +$8.78K +125 New
BIMC
765
Benson Investment Management Company
Virginia
$8K
CCM
766
Cribstone Capital Management
Maine
$8K
LWM
767
LBA Wealth Management
Florida
$8K
FCMT
768
Founders Capital Management (Texas)
Texas
$8K +$8.28K +118 New
AA
769
AlphaMark Advisors
Kentucky
$7K +$7.02K +100 New
KF
770
Krilogy Financial
Missouri
$6K
LA
771
Legacy Advisors
Pennsylvania
$6K
NCM
772
New Capital Management
Texas
$6K
PG
773
Patten Group
Tennessee
$6K
WIM
774
Westside Investment Management
California
$5.03K
AF
775
Allworth Financial
California
$5K

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.