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DFS

Discover Financial Services

Delisted

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

743 hedge funds and large institutions have $21.1B invested in Discover Financial Services in 2015 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 256 increasing their positions, 290 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $256M | Put options by funds: $86.1M

56% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 62

12% more capital invested

Capital invested by funds: $18.8B → $21.1B (+$2.29B)

4% more funds holding

Funds holding: 715743 (+28)

0.56% more ownership

Funds ownership: 83.46%84.02% (+0.56%)

12% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 290

30% less funds holding in top 10

Funds holding in top 10: 2014 (-6)

Holders
743
Holders Change
+28
Holders Change %
+3.92%
% of All Funds
19.49%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.37%
New
97
Increased
256
Reduced
290
Closed
62
Calls
$256M
Puts
$86.1M
Net Calls
+$170M
Net Calls Change
+$77.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Americafirst Capital Management
California
$1.92B +$1.99M +35,788 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.31B +$33.6M +605,249 +3%
State Street
3
State Street
Massachusetts
$951M +$11.5M +206,667 +1%
Boston Partners
4
Boston Partners
Massachusetts
$791M +$141M +2,547,030 +21%
JP Morgan Chase
5
JP Morgan Chase
New York
$759M -$106M -1,903,523 -12%
BIT
6
BlackRock Institutional Trust
California
$644M -$22.6M -406,516 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$514M +$34.6M +623,083 +7%
Capital World Investors
8
Capital World Investors
California
$492M +$54.1M +975,000 +12%
SIG
9
Senator Investment Group
New York
$413M -$128M -2,300,000 -23%
Capital International Investors
10
Capital International Investors
California
$355M +$47.1M +849,100 +15%
Northern Trust
11
Northern Trust
Illinois
$285M -$20.2M -364,400 -6%
AllianceBernstein
12
AllianceBernstein
Tennessee
$283M +$3.24M +58,378 +1%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$268M +$40M +721,643 +17%
BG
14
BlackRock Group
United Kingdom
$265M -$17.1M -308,933 -6%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$265M +$27.3M +492,232 +11%
Barrow, Hanley, Mewhinney & Strauss
16
Barrow, Hanley, Mewhinney & Strauss
Texas
$261M -$2.74M -49,408 -1%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$258M -$36.6M -659,066 -12%
LSV Asset Management
18
LSV Asset Management
Illinois
$254M +$21.6M +389,010 +9%
BFA
19
BlackRock Fund Advisors
California
$254M -$12.8M -231,059 -5%
BA
20
BlackRock Advisors
Delaware
$237M -$15.4M -277,278 -6%
Deutsche Bank
21
Deutsche Bank
Germany
$227M +$59.2M +1,067,676 +34%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$220M -$30.4M -548,545 -12%
CI Investments Inc
23
CI Investments Inc
Ontario, Canada
$211M -$70M -1,261,578 -24%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$195M -$2.78M -50,066 -1%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$192M -$10.6M -190,521 -5%

DFS Hedge Fund Activity: Q4 2015 in Review

743 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q4 2015, worth a combined $21.1B — up 12% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new DFS positions and 62 closed out — a net gain of 35 holders — while 256 added to existing stakes and 290 trimmed.

The largest buyer was Boston Partners, adding an estimated $141M. The largest seller was Senator Investment Group, cutting an estimated $128M.

  • 743 institutional investors held Discover Financial Services (DFS) as of Q4 2015, up from 715 in Q3 2015.
  • Funds reported $21.1B of Discover Financial Services stock for Q4 2015, up 12% quarter-over-quarter.
  • 97 funds opened new Discover Financial Services positions in Q4 2015 and 62 closed out, a net change of +35 holders.
  • The largest Discover Financial Services buyer in Q4 2015 was Boston Partners, an estimated $141M added.
  • The largest Discover Financial Services seller in Q4 2015 was Senator Investment Group, an estimated $128M sold.

Based on aggregated 13F filings for Q4 2015.