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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
ARMC
776
American Research & Management Company
Massachusetts
$5K
AA
777
Apriem Advisors
California
$5K
FPB
778
First PREMIER Bank
South Dakota
$5K
IP
779
Intellectus Partners
California
$5K
AAF
780
Andra AP-fonden
Sweden
$4.29K
YWP
781
YorkBridge Wealth Partners
New York
$4K -$42.1K -600 -90%
MWM
782
Mascoma Wealth Management
New Hampshire
$4K -$281 -4 -7%
IF
783
Ironwood Financial
Arizona
$4K
TSW
784
Thompson Siegel & Walmsley
Virginia
$4K
ECM
785
Estabrook Capital Management
New York
$3.42K
AIM
786
Advantage Investment Management
Iowa
$3K
HCM
787
Highlander Capital Management
New Jersey
$3K
LYV
788
Live Your Vision
Pennsylvania
$3K
HT
789
Heritage Trust
Oklahoma
$3K +$2.95K +42 New
HS
790
Horan Securities
United States
$3K +$2.95K +42 New
CFD
791
Creative Financial Designs
Indiana
$2K -$17.8K -253 -91%
AAP
792
Arax Advisory Partners
Colorado
$2K
WAM
793
Watermark Asset Management
California
$2K +$1.97K +28 New
MWM
794
MinichMacGregor Wealth Management
New York
$1K -$351 -5 -16%
CWM
795
Cranbrook Wealth Management
Michigan
$1K
FMII
796
Farmers & Merchants Investments Inc
Nebraska
$1K
KKAMG
797
Kernodle & Katon Asset Management Group
Arkansas
$1K +$913 +13 New
SLF
798
Sun Life Financial
Ontario, Canada
$209 -$70 -1 -7%
NDSI
799
Newman Dignan & Sheerar Inc
Rhode Island
$204 -$14K -200 -6%
CLM
800
ClearBridge LLC (Maryland)
Maryland
-$71.4M -990,520 Closed

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.