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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
JFGLC
851
Johnson Financial Group LLC (Colorado)
Colorado
-$252K -3,494 Closed
HWA
852
HCR Wealth Advisors
California
-$238K -3,307 Closed
HAIM
853
Hunter Associates Investment Management
Pennsylvania
-$238K -3,300 Closed
IIM
854
Intact Investment Management
Quebec, Canada
-$238K -3,300 Closed
SC
855
Scotia Capital
Ontario, Canada
-$227K -3,153 Closed
CCFCSB
856
Cape Cod Five Cents Savings Bank
Massachusetts
-$212K -2,942 Closed
DAM
857
Doheny Asset Management
California
-$212K -2,934 Closed
RGC
858
Roberts, Glore & Co
Illinois
-$210K -2,910 Closed
BFC
859
Blue Fin Capital
Rhode Island
-$208K -2,885 Closed
CCA
860
Checchi Capital Advisers
California
-$206K -2,853 Closed
SFS
861
Sowell Financial Services
Arkansas
-$89K -1,251 Closed
BIG
862
Bellwether Investment Group
Tennessee
-$80K -1,106 Closed
AA
863
Ancora Advisors
Ohio
-$51K -701 Closed
NFM
864
North Forty Management
Washington
-$44K -610 Closed
EF
865
Empirical Finance
Pennsylvania
-$30K -408 Closed
EARNEST Partners
866
EARNEST Partners
Georgia
-$15K -204 Closed
PMFA
867
Plante Moran Financial Advisors
Michigan
-$12K -166 Closed
AIL
868
AGF Investments LLC
Ontario, Canada
-$10K -136 Closed
IWA
869
IBEX Wealth Advisors
New Jersey
-$9K -122 Closed
PRS
870
Pinkerton Retirement Specialists
Idaho
-$6K -86 Closed
JIC
871
Joel Isaacson & Co
New York
-$5K -70 Closed
FAN
872
Financial Advisors Network
California
-$2.51K -36 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.