Icahn Enterprises
105 hedge funds and large institutions have $11.9B invested in Icahn Enterprises in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 11 closing their positions.
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
8% more funds holding
Funds holding: 97 → 105 (+8)
7% more capital invested
Capital invested by funds: $11.2B → $11.9B (+$733M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.45% less ownership
Funds ownership: 101.97% → 101.52% (-0.45%)
3% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 29
87% less call options, than puts
Call options by funds: $1.25M | Put options by funds: $9.39M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
+$415M |
| 2 |
Citigroup
New York
|
+$21.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.85M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$1.26M |
| 5 |
HF
HRT Financial
New York
|
+$671K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HKAM
Horizon Kinetics Asset Management
New York
|
-$6.81M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$3.07M |
| 3 |
Morgan Stanley
New York
|
-$2.28M |
| 4 |
Rafferty Asset Management
New York
|
-$1.76M |
| 5 |
MWNA
Marshall Wace North America
New York
|
-$1.15M |
IEP Hedge Fund Activity: Q4 2020 in Review
105 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q4 2020, worth a combined $11.9B — up 6.5% from $11.2B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IEP positions and 11 closed out — a net gain of 8 holders — while 28 added to existing stakes and 29 trimmed.
The largest buyer was Icahn Carl, adding an estimated $415M. The largest seller was Horizon Kinetics Asset Management, cutting an estimated $6.81M.
- 105 institutional investors held Icahn Enterprises (IEP) as of Q4 2020, up from 97 in Q3 2020.
- Funds reported $11.9B of Icahn Enterprises stock for Q4 2020, up 6.5% quarter-over-quarter.
- 19 funds opened new Icahn Enterprises positions in Q4 2020 and 11 closed out, a net change of +8 holders.
- The largest Icahn Enterprises buyer in Q4 2020 was Icahn Carl, an estimated $415M added.
- The largest Icahn Enterprises seller in Q4 2020 was Horizon Kinetics Asset Management, an estimated $6.81M sold.
Based on aggregated 13F filings for Q4 2020.