Icahn Enterprises
104 hedge funds and large institutions have $10.6B invested in Icahn Enterprises in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 18 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 27
3.82% more ownership
Funds ownership: 98.04% → 101.86% (+3.8%)
4% more capital invested
Capital invested by funds: $10.2B → $10.6B (+$422M)
3% less funds holding
Funds holding: 107 → 104 (-3)
11% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 18
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
62% less call options, than puts
Call options by funds: $3.38M | Put options by funds: $8.97M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
+$394M |
| 2 |
Citigroup
New York
|
+$19.9M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$6.68M |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$3.34M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HKAM
Horizon Kinetics Asset Management
New York
|
-$9M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.87M |
| 3 |
Jane Street
New York
|
-$2.83M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.06M |
| 5 |
Group One Trading
Chicago,
Illinois
|
-$678K |
IEP Hedge Fund Activity: Q2 2020 in Review
104 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q2 2020, worth a combined $10.6B — up 4.2% from $10.2B a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of IEP and 16 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 33 added.
The largest buyer was Icahn Carl, adding an estimated $394M. The largest seller was Horizon Kinetics Asset Management, cutting an estimated $9M.
- 104 institutional investors held Icahn Enterprises (IEP) as of Q2 2020, down from 107 in Q1 2020.
- Funds reported $10.6B of Icahn Enterprises stock for Q2 2020, up 4.2% quarter-over-quarter.
- 16 funds opened new Icahn Enterprises positions in Q2 2020 and 18 closed out, a net change of -2 holders.
- The largest Icahn Enterprises buyer in Q2 2020 was Icahn Carl, an estimated $394M added.
- The largest Icahn Enterprises seller in Q2 2020 was Horizon Kinetics Asset Management, an estimated $9M sold.
Based on aggregated 13F filings for Q2 2020.