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DFS

Discover Financial Services

Delisted

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

837 hedge funds and large institutions have $16.6B invested in Discover Financial Services in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 251 increasing their positions, 349 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.17% more ownership

Funds ownership: 85.23%85.4% (+0.17%)

7% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 100

2% less funds holding

Funds holding: 852837 (-15)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

21% less call options, than puts

Call options by funds: $83.3M | Put options by funds: $106M

26% less capital invested

Capital invested by funds: $22.3B → $16.6B (-$5.71B)

28% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 349

Holders
837
Holders Change
-15
Holders Change %
-1.76%
% of All Funds
18.65%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
93
Increased
251
Reduced
349
Closed
100
Calls
$83.3M
Puts
$106M
Net Calls
-$22.3M
Net Calls Change
-$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.48B +$23.4M +338,439 +1%
BlackRock
2
BlackRock
New York
$1.32B -$1.21M -17,478 -0.1%
Capital World Investors
3
Capital World Investors
California
$1.02B +$201M +2,910,000 +20%
State Street
4
State Street
Massachusetts
$861M -$49.5M -717,371 -5%
Primecap Management
5
Primecap Management
California
$760M +$23.8M +344,701 +3%
Boston Partners
6
Boston Partners
Massachusetts
$733M -$17.6M -255,588 -2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$524M +$10.4M +150,949 +2%
LSV Asset Management
8
LSV Asset Management
Illinois
$390M -$12.8M -185,957 -3%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$387M -$34.7M -502,509 -7%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$293M +$9.91M +143,500 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$271M +$5.26M +76,252 +2%
Northern Trust
12
Northern Trust
Illinois
$229M +$5.66M +81,970 +2%
Bessemer Group
13
Bessemer Group
New Jersey
$224M -$11.6M -168,335 -4%
Principal Financial Group
14
Principal Financial Group
Iowa
$222M +$34.7M +502,539 +15%
JP Morgan Chase
15
JP Morgan Chase
New York
$216M -$3.29M -47,667 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$215M -$21.4M -310,184 -8%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$201M +$1.28M +18,590 +0.5%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$188M -$49.1M -711,863 -18%
Ninety One (UK)
19
Ninety One (UK)
United Kingdom
$171M -$1.36M -19,718 -0.7%
Norges Bank
20
Norges Bank
Norway
$163M
EVM
21
Eaton Vance Management
Massachusetts
$161M +$15.2M +220,078 +9%
Deutsche Bank
22
Deutsche Bank
Germany
$159M -$20.1M -291,603 -10%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$158M +$24.7M +357,962 +15%
Morgan Stanley
24
Morgan Stanley
New York
$156M -$69.7M -1,010,177 -28%
APG Asset Management
25
APG Asset Management
Netherlands
$140M +$19.5M +281,800 +12%

DFS Hedge Fund Activity: Q4 2018 in Review

837 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q4 2018, worth a combined $16.6B — down 26% from $22.3B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of DFS and 93 opened new positions — a net loss of 7 holders — while 349 trimmed existing stakes and 251 added.

The largest buyer was Capital World Investors, adding an estimated $201M. The largest seller was Arrowstreet Capital, cutting an estimated $93.2M.

  • 837 institutional investors held Discover Financial Services (DFS) as of Q4 2018, down from 852 in Q3 2018.
  • Funds reported $16.6B of Discover Financial Services stock for Q4 2018, down 26% quarter-over-quarter.
  • 93 funds opened new Discover Financial Services positions in Q4 2018 and 100 closed out, a net change of -7 holders.
  • The largest Discover Financial Services buyer in Q4 2018 was Capital World Investors, an estimated $201M added.
  • The largest Discover Financial Services seller in Q4 2018 was Arrowstreet Capital, an estimated $93.2M sold.

Based on aggregated 13F filings for Q4 2018.