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DFS

Discover Financial Services

Delisted

DFS was delisted on the 18th of May, 2025.

634 hedge funds and large institutions have $20.5B invested in Discover Financial Services in 2013 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 217 increasing their positions, 287 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 37

2% more funds holding

Funds holding: 622634 (+12)

4% more capital invested

Capital invested by funds: $19.6B → $20.5B (+$841M)

1% more call options, than puts

Call options by funds: $169M | Put options by funds: $167M

0.46% less ownership

Funds ownership: 84.42%83.96% (-0.46%)

24% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 287

25% less funds holding in top 10

Funds holding in top 10: 2821 (-7)

Holders
634
Holders Change
+12
Holders Change %
+1.93%
% of All Funds
20.56%
Holding in Top 10
21
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25%
% of All Funds
0.68%
New
56
Increased
217
Reduced
287
Closed
37
Calls
$169M
Puts
$167M
Net Calls
+$1.71M
Net Calls Change
-$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.19B +$6.63M +132,608 +0.6%
State Street
2
State Street
Massachusetts
$1.07B +$8.39M +167,780 +0.8%
BIT
3
BlackRock Institutional Trust
California
$680M -$14.4M -287,049 -2%
Artisan Partners
4
Artisan Partners
Wisconsin
$631M +$4.87M +97,413 +0.8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$615M -$346M -6,917,177 -36%
O
6
OppenheimerFunds
New York
$586M +$161M +3,214,625 +38%
BA
7
BlackRock Advisors
Delaware
$585M -$13.5M -268,856 -2%
CI Investments Inc
8
CI Investments Inc
Ontario, Canada
$448M -$20M -400,000 -4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$386M +$7.86M +157,042 +2%
Ameriprise
10
Ameriprise
Minnesota
$347M -$4.99M -99,787 -1%
Northern Trust
11
Northern Trust
Illinois
$338M -$17.2M -343,563 -5%
UBS AM
12
UBS AM
Illinois
$296M -$12M -240,720 -4%
TCIM
13
TIAA CREF Investment Management
New York
$287M +$98.3M +1,965,053 +53%
EVM
14
Eaton Vance Management
Massachusetts
$280M -$6.25M -124,841 -2%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$269M +$16M +320,710 +6%
AL
16
AJO LP
Pennsylvania
$268M -$2.27M -45,300 -0.8%
BG
17
BlackRock Group
United Kingdom
$267M -$3.78M -75,524 -1%
BIM
18
BlackRock Investment Management
Delaware
$256M +$7.58M +151,436 +3%
LSV Asset Management
19
LSV Asset Management
Illinois
$252M -$6.87M -137,254 -3%
CCI
20
Columbus Circle Investors
$251M -$5.43M -108,466 -2%
BFA
21
BlackRock Fund Advisors
California
$244M +$1.96M +39,153 +0.8%
Bank of America
22
Bank of America
North Carolina
$242M +$42.2M +843,260 +21%
Boston Partners
23
Boston Partners
Massachusetts
$232M +$21.3M +426,522 +10%
AllianceBernstein
24
AllianceBernstein
Tennessee
$230M -$111M -2,209,655 -33%
Wells Fargo
25
Wells Fargo
California
$229M +$62M +1,238,410 +38%

DFS Hedge Fund Activity: Q3 2013 in Review

634 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q3 2013, worth a combined $20.5B — up 4.3% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new DFS positions and 37 closed out — a net gain of 19 holders — while 217 added to existing stakes and 287 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $161M. The largest seller was Fidelity Investments, cutting an estimated $346M.

  • 634 institutional investors held Discover Financial Services (DFS) as of Q3 2013, up from 622 in Q2 2013.
  • Funds reported $20.5B of Discover Financial Services stock for Q3 2013, up 4.3% quarter-over-quarter.
  • 56 funds opened new Discover Financial Services positions in Q3 2013 and 37 closed out, a net change of +19 holders.
  • The largest Discover Financial Services buyer in Q3 2013 was OppenheimerFunds, an estimated $161M added.
  • The largest Discover Financial Services seller in Q3 2013 was Fidelity Investments, an estimated $346M sold.

Based on aggregated 13F filings for Q3 2013.