Icahn Enterprises
84 hedge funds and large institutions have $11.2B invested in Icahn Enterprises in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 10 closing their positions.
120% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 10
70% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 20
17% more funds holding
Funds holding: 72 → 84 (+12)
3.75% more ownership
Funds ownership: 127.64% → 131.38% (+3.7%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% less capital invested
Capital invested by funds: $11.2B → $11.2B (-$8.54M)
39% less call options, than puts
Call options by funds: $23.2M | Put options by funds: $38M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
+$299M |
| 2 |
HK
Horizon Kinetics
New York
|
+$10.2M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$9.85M |
| 4 |
Renaissance Technologies
New York
|
+$9.66M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCIM
TIAA CREF Investment Management
New York
|
-$14.9M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.12M |
| 3 |
Morgan Stanley
New York
|
-$4.05M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$2.18M |
| 5 |
Group One Trading
Chicago,
Illinois
|
-$1.18M |
IEP Hedge Fund Activity: Q2 2014 in Review
84 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q2 2014, worth a combined $11.2B — down 0.08% from $11.2B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IEP positions and 10 closed out — a net gain of 12 holders — while 34 added to existing stakes and 20 trimmed.
The largest buyer was Icahn Carl, adding an estimated $299M. The largest seller was TIAA CREF Investment Management, cutting an estimated $14.9M.
- 84 institutional investors held Icahn Enterprises (IEP) as of Q2 2014, up from 72 in Q1 2014.
- Funds reported $11.2B of Icahn Enterprises stock for Q2 2014, down 0.08% quarter-over-quarter.
- 22 funds opened new Icahn Enterprises positions in Q2 2014 and 10 closed out, a net change of +12 holders.
- The largest Icahn Enterprises buyer in Q2 2014 was Icahn Carl, an estimated $299M added.
- The largest Icahn Enterprises seller in Q2 2014 was TIAA CREF Investment Management, an estimated $14.9M sold.
Based on aggregated 13F filings for Q2 2014.