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DFS

Discover Financial Services

Delisted

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

851 hedge funds and large institutions have $22.2B invested in Discover Financial Services in 2018 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 249 increasing their positions, 351 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 77

2.7% more ownership

Funds ownership: 84.55%87.25% (+2.7%)

2% more funds holding

Funds holding: 838851 (+13)

6% less capital invested

Capital invested by funds: $23.6B → $22.2B (-$1.43B)

18% less call options, than puts

Call options by funds: $107M | Put options by funds: $130M

29% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 351

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

Holders
851
Holders Change
+13
Holders Change %
+1.55%
% of All Funds
19.5%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.32%
New
97
Increased
249
Reduced
351
Closed
77
Calls
$107M
Puts
$130M
Net Calls
-$23M
Net Calls Change
+$404K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.78B -$17.2M -222,901 -0.9%
BlackRock
2
BlackRock
New York
$1.74B +$22.3M +288,682 +1%
State Street
3
State Street
Massachusetts
$1.15B -$77M -997,037 -6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.03B +$120M +1,552,437 +12%
Capital World Investors
5
Capital World Investors
California
$1.01B +$34.8M +451,000 +3%
Boston Partners
6
Boston Partners
Massachusetts
$890M +$13M +168,791 +1%
Primecap Management
7
Primecap Management
California
$852M +$54.6M +707,617 +6%
Diamond Hill Capital Management
8
Diamond Hill Capital Management
Ohio
$555M +$35.1M +454,282 +6%
LSV Asset Management
9
LSV Asset Management
Illinois
$499M +$2.86M +37,101 +0.5%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$365M -$48.3M -625,200 -11%
EVM
11
Eaton Vance Management
Massachusetts
$360M +$172M +2,223,031 +80%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$334M +$19.1M +246,911 +6%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$327M -$53.2M -688,637 -13%
Morgan Stanley
14
Morgan Stanley
New York
$315M +$82.3M +1,065,962 +32%
Northern Trust
15
Northern Trust
Illinois
$292M -$14.2M -184,384 -4%
JP Morgan Chase
16
JP Morgan Chase
New York
$289M +$27.7M +358,406 +10%
Bessemer Group
17
Bessemer Group
New Jersey
$284M +$8.16M +105,753 +3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$270M -$14.8M -192,245 -5%
Norges Bank
19
Norges Bank
Norway
$265M +$3.42M +44,267 +1%
AAMU
20
Amundi Asset Management US
Massachusetts
$264M +$89.9M +1,165,130 +46%
Deutsche Bank
21
Deutsche Bank
Germany
$246M +$22.7M +294,436 +9%
Principal Financial Group
22
Principal Financial Group
Iowa
$237M -$32.4M -419,680 -11%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$234M +$2.19M +28,311 +0.9%
EIP
24
Epoch Investment Partners
New York
$190M -$24.3M -314,607 -11%
O
25
OppenheimerFunds
New York
$172M +$29.5M +382,716 +19%

DFS Hedge Fund Activity: Q1 2018 in Review

851 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q1 2018, worth a combined $22.2B — down 6.1% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new DFS positions and 77 closed out — a net gain of 20 holders — while 249 added to existing stakes and 351 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $172M. The largest seller was AQR Capital Management, cutting an estimated $135M.

  • 851 institutional investors held Discover Financial Services (DFS) as of Q1 2018, up from 838 in Q4 2017.
  • Funds reported $22.2B of Discover Financial Services stock for Q1 2018, down 6.1% quarter-over-quarter.
  • 97 funds opened new Discover Financial Services positions in Q1 2018 and 77 closed out, a net change of +20 holders.
  • The largest Discover Financial Services buyer in Q1 2018 was Eaton Vance Management, an estimated $172M added.
  • The largest Discover Financial Services seller in Q1 2018 was AQR Capital Management, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2018.