Icahn Enterprises
127 hedge funds and large institutions have $12.5B invested in Icahn Enterprises in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 21 reducing their positions, and 13 closing their positions.
186% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 21
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
5% more funds holding
Funds holding: 121 → 127 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.51% less ownership
Funds ownership: 95.32% → 94.8% (-0.51%)
5% less capital invested
Capital invested by funds: $13.2B → $12.5B (-$707M)
77% less call options, than puts
Call options by funds: $5.05M | Put options by funds: $21.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
+$523M |
| 2 |
Morgan Stanley
New York
|
+$23.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.4M |
| 4 |
JF
Jump Financial
Chicago,
Illinois
|
+$3.11M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.69M |
| 2 |
HKAM
Horizon Kinetics Asset Management
New York
|
-$1.21M |
| 3 |
HF
HRT Financial
New York
|
-$764K |
| 4 |
TCM
Tuttle Capital Management
Riverside,
Connecticut
|
-$601K |
| 5 |
JP Morgan Chase
New York
|
-$555K |
IEP Hedge Fund Activity: Q3 2021 in Review
127 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q3 2021, worth a combined $12.5B — down 5.3% from $13.2B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IEP positions and 13 closed out — a net gain of 7 holders — while 60 added to existing stakes and 21 trimmed.
The largest buyer was Icahn Carl, adding an estimated $523M. The largest seller was Susquehanna International Group, cutting an estimated $1.69M.
- 127 institutional investors held Icahn Enterprises (IEP) as of Q3 2021, up from 121 in Q2 2021.
- Funds reported $12.5B of Icahn Enterprises stock for Q3 2021, down 5.3% quarter-over-quarter.
- 20 funds opened new Icahn Enterprises positions in Q3 2021 and 13 closed out, a net change of +7 holders.
- The largest Icahn Enterprises buyer in Q3 2021 was Icahn Carl, an estimated $523M added.
- The largest Icahn Enterprises seller in Q3 2021 was Susquehanna International Group, an estimated $1.69M sold.
Based on aggregated 13F filings for Q3 2021.