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Icahn Enterprises

90 hedge funds and large institutions have $7.23B invested in Icahn Enterprises in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

6.97% more ownership

Funds ownership: 149.58%156.54% (+7%)

1% more funds holding

Funds holding: 8990 (+1)

7% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 28

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less capital invested

Capital invested by funds: $8.07B → $7.23B (-$833M)

53% less call options, than puts

Call options by funds: $8M | Put options by funds: $16.9M

Holders
90
Holders Change
+1
Holders Change %
+1.12%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
12
Increased
30
Reduced
28
Closed
10
Calls
$8M
Puts
$16.9M
Net Calls
-$8.87M
Net Calls Change
+$4.89M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
26
HSBC Holdings
United Kingdom
$751K +$450K +7,880 +131%
RJA
27
Raymond James & Associates
Florida
$626K -$74.5K -1,306 -10%
NPC
28
National Planning Corporation
California
$616K -$317K -5,559 -35%
Bank of America
29
Bank of America
North Carolina
$569K -$86.1K -1,508 -13%
DI
30
Diligent Investors
California
$543K +$5.71K +100 +1%
LPL Financial
31
LPL Financial
California
$541K -$580K -10,169 -50%
ST
32
Spot Trading
Illinois
$456K +$482K +8,439 New
OC
33
Oppenheimer & Co
New York
$429K +$61.9K +1,085 +16%
ASN
34
Advisory Services Network
Georgia
$402K +$424K +7,438 New
ICOA
35
Investment Centers of America
North Dakota
$374K +$22.5K +394 +6%
Citadel Advisors
36
Citadel Advisors
Florida
$367K +$15.2K +267 +4%
AIM
37
Allen Investment Management
New York
$365K -$38.2K -670 -9%
Creative Planning
38
Creative Planning
Kansas
$359K -$7.08K -124 -2%
CCM
39
Coe Capital Management
Illinois
$341K
SAM
40
SignalPoint Asset Management
Missouri
$336K +$33.7K +591 +11%
V
41
Veritable
Delaware
$335K
CCC
42
Chelsea Counsel Company
California
$324K
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$323K -$425K -7,445 -55%
Wolverine Trading
44
Wolverine Trading
Illinois
$316K +$341K +5,975 New
AG
45
Advisor Group
Arizona
$314K +$335K +5,867 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$306K -$39.2K -687 -11%
Simplex Trading
47
Simplex Trading
Illinois
$304K -$61.2K -1,073 -16%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$303K -$205K -3,587 -39%
PG
49
PEAK6 Group
Illinois
$292K -$863K -15,124 -74%
PFS
50
Prospera Financial Services
Texas
$261K +$40.5K +709 +17%

IEP Hedge Fund Activity: Q2 2016 in Review

90 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q2 2016, worth a combined $7.23B — down 10% from $8.07B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IEP positions and 10 closed out — a net gain of 2 holders — while 30 added to existing stakes and 28 trimmed.

The largest buyer was Icahn Carl, adding an estimated $333M. The largest seller was Horizon Kinetics, cutting an estimated $7.07M.

  • 90 institutional investors held Icahn Enterprises (IEP) as of Q2 2016, up from 89 in Q1 2016.
  • Funds reported $7.23B of Icahn Enterprises stock for Q2 2016, down 10% quarter-over-quarter.
  • 12 funds opened new Icahn Enterprises positions in Q2 2016 and 10 closed out, a net change of +2 holders.
  • The largest Icahn Enterprises buyer in Q2 2016 was Icahn Carl, an estimated $333M added.
  • The largest Icahn Enterprises seller in Q2 2016 was Horizon Kinetics, an estimated $7.07M sold.

Based on aggregated 13F filings for Q2 2016.