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Icahn Enterprises

101 hedge funds and large institutions have $10.3B invested in Icahn Enterprises in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

7% more funds holding

Funds holding: 94101 (+7)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.37% less ownership

Funds ownership: 135.07%134.7% (-0.37%)

7% less capital invested

Capital invested by funds: $11.1B → $10.3B (-$747M)

22% less call options, than puts

Call options by funds: $14.6M | Put options by funds: $18.6M

Holders
101
Holders Change
+7
Holders Change %
+7.45%
% of All Funds
2.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
22
Increased
32
Reduced
30
Closed
13
Calls
$14.6M
Puts
$18.6M
Net Calls
-$4M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
WFG Advisors
Texas
$133K -$5.38K -57 -4%
Simplex Trading
77
Simplex Trading
Illinois
$117K +$28.1K +298 +29%
QT
78
Quantbot Technologies
New York
$113K -$21.1K -223 -15%
SSG
79
Summit Securities Group
New York
$99K +$104K +1,100 New
US Bancorp
80
US Bancorp
Minnesota
$74K -$94 -1 -0.1%
FNYS
81
First New York Securities
New York
$53.8K
NFG
82
Next Financial Group
Texas
$51K
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$31K -$14.2K -150 -30%
CP
84
Corbenic Partners
Pennsylvania
$31K +$33K +350 New
LFR
85
Lehman Financial Resources
Pennsylvania
$31K +$33K +350 New
TNB
86
Thomasville National Bank
Georgia
$21K +$21.8K +231 New
TRCT
87
Tower Research Capital (TRC)
New York
$18K +$9.44K +100 +100%
SGC
88
South Georgia Capital
Illinois
$18K +$18.9K +200 New
BRWM
89
B. Riley Wealth Management
Tennessee
$17K -$6.8K -72 -26%
FMII
90
Farmers & Merchants Investments Inc
Nebraska
$14K
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$13K
CPIG
92
Chicago Partners Investment Group
Illinois
$11K +$11K +117 New
CCA
93
Catalyst Capital Advisors
New York
$10K
BPBT
94
Boston Private Bank & Trust
Massachusetts
$9K -$5.19K -55 -35%
PMFA
95
Plante Moran Financial Advisors
Michigan
$9K
WA
96
WealthTrust-Arizona
Arizona
$9K +$2.83K +30 +43%
ASN
97
Advisory Services Network
Georgia
$9K +$9.25K +98 New
DADC
98
D.A. Davidson & Co
Montana
$8K
WEC
99
Winslow Evans & Crocker
Massachusetts
$7.17K
AA
100
Apriem Advisors
California
$6K +$6.51K +69 New

IEP Hedge Fund Activity: Q1 2015 in Review

101 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q1 2015, worth a combined $10.3B — down 6.7% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IEP positions and 13 closed out — a net gain of 9 holders — while 32 added to existing stakes and 30 trimmed.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $5.48M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $397M sold.

  • 101 institutional investors held Icahn Enterprises (IEP) as of Q1 2015, up from 94 in Q4 2014.
  • Funds reported $10.3B of Icahn Enterprises stock for Q1 2015, down 6.7% quarter-over-quarter.
  • 22 funds opened new Icahn Enterprises positions in Q1 2015 and 13 closed out, a net change of +9 holders.
  • The largest Icahn Enterprises buyer in Q1 2015 was 1832 Asset Management, an estimated $5.48M added.
  • The largest Icahn Enterprises seller in Q1 2015 was Americafirst Capital Management, an estimated $397M sold.

Based on aggregated 13F filings for Q1 2015.