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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 $20B invested in Discover Financial Services in 2017 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 274 increasing their positions, 327 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $128M | Put options by funds: $92.6M

14% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 70

0% more funds holding

Funds holding: 801801 (0)

0.32% less ownership

Funds ownership: 84.85%84.53% (-0.32%)

10% less capital invested

Capital invested by funds: $22.3B → $20B (-$2.29B)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

16% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 327

Holders
801
Holders Change
Holders Change %
0%
% of All Funds
19.97%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.3%
New
80
Increased
274
Reduced
327
Closed
70
Calls
$128M
Puts
$92.6M
Net Calls
+$35.8M
Net Calls Change
+$18.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.9B -$11.8M -189,835 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.6B +$13.5M +217,535 +0.9%
State Street
3
State Street
Massachusetts
$1.09B -$37M -596,963 -3%
Boston Partners
4
Boston Partners
Massachusetts
$724M -$226M -3,654,987 -24%
Capital World Investors
5
Capital World Investors
California
$658M +$101M +1,638,334 +18%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$645M +$95.1M +1,534,882 +17%
Primecap Management
7
Primecap Management
California
$562M +$146M +2,352,892 +35%
JP Morgan Chase
8
JP Morgan Chase
New York
$443M -$336M -5,423,914 -43%
LSV Asset Management
9
LSV Asset Management
Illinois
$403M +$6.41M +103,554 +2%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$344M +$16.7M +269,971 +5%
Northern Trust
11
Northern Trust
Illinois
$265M -$8.4M -135,557 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$262M +$18.2M +293,205 +7%
AQR Capital Management
13
AQR Capital Management
Connecticut
$262M +$41.5M +670,684 +19%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$249M -$24.2M -390,060 -9%
Bessemer Group
15
Bessemer Group
New Jersey
$236M -$2.59M -41,817 -1%
Nordea Investment Management
16
Nordea Investment Management
Sweden
$224M +$20.4M +329,125 +10%
Diamond Hill Capital Management
17
Diamond Hill Capital Management
Ohio
$221M +$206M +3,331,498 +1,459%
Principal Financial Group
18
Principal Financial Group
Iowa
$218M +$180M +2,912,742 +493%
Deutsche Bank
19
Deutsche Bank
Germany
$211M +$27.5M +444,014 +15%
Barrow, Hanley, Mewhinney & Strauss
20
Barrow, Hanley, Mewhinney & Strauss
Texas
$202M -$74.5M -1,202,527 -27%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$199M +$199M +3,205,500 New
Norges Bank
22
Norges Bank
Norway
$192M -$9.65M -155,861 -5%
Morgan Stanley
23
Morgan Stanley
New York
$190M -$24.1M -389,586 -11%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$166M +$126M +2,037,515 +321%
EIP
25
Epoch Investment Partners
New York
$165M +$33.3M +537,550 +25%

DFS Hedge Fund Activity: Q2 2017 in Review

801 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q2 2017, worth a combined $20B — down 10% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new DFS positions and 70 closed out — a net gain of 10 holders — while 274 added to existing stakes and 327 trimmed.

The largest buyer was Diamond Hill Capital Management, adding an estimated $206M. The largest seller was JP Morgan Chase, cutting an estimated $336M.

  • 801 institutional investors held Discover Financial Services (DFS) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $20B of Discover Financial Services stock for Q2 2017, down 10% quarter-over-quarter.
  • 80 funds opened new Discover Financial Services positions in Q2 2017 and 70 closed out, a net change of +10 holders.
  • The largest Discover Financial Services buyer in Q2 2017 was Diamond Hill Capital Management, an estimated $206M added.
  • The largest Discover Financial Services seller in Q2 2017 was JP Morgan Chase, an estimated $336M sold.

Based on aggregated 13F filings for Q2 2017.