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Icahn Enterprises
IEP

95 hedge funds and large institutions have $8.99B invested in Icahn Enterprises in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

13% more funds holding

Funds holding: 84 → 95 (+11)

8% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 25

0.28% more ownership

Funds ownership: 100% → 100.28% (+0.28%)

1% less capital invested

Capital invested by funds: $9.04B → $8.99B (-$55.1M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

83% less call options, than puts

Call options by funds: $2.12M | Put options by funds: $12.8M

Holders
95
Holders Change
+11
Holders Change %
+13.1%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
20
Increased
27
Reduced
25
Closed
8
Calls
$2.12M
Puts
$12.8M
Net Calls
-$10.7M
Net Calls Change
-$7.41M

Top Buyers

Rank Fund Capital Flow
1
IC
Icahn Carl
Florida
+$240M
2
Citigroup
Citigroup
New York
+$10.9M
3
Deutsche Bank
Deutsche Bank
Germany
+$5.28M
4
Renaissance Technologies
Renaissance Technologies
New York
+$5.16M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.75M

Top Sellers

Rank Fund Capital Flow
1
HK
Horizon Kinetics
New York
-$6.3M
2
MRI
Mad River Investors
Massachusetts
-$3.99M
3
Wells Fargo
Wells Fargo
California
-$1.77M
4
Morgan Stanley
Morgan Stanley
New York
-$432K
5
JAFL
Jay A. Fishman Ltd
Michigan
-$374K
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
76
OneDigital Investment Advisors
Kansas
$18K +$489 +9 +3%
KJWM
77
Kiley Juergens Wealth Management
Washington
$13K +$13.9K +256 New
WA
78
WealthTrust-Arizona
Arizona
$9K +$272 +5 +3%
SWP
79
Stratos Wealth Partners
Ohio
$9K +$9.46K +174 New
FMII
80
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
QAM
81
QCI Asset Management
New York
$8K – – –
PMFA
82
Plante Moran Financial Advisors
Michigan
$6K – – –
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
CP
84
Corbenic Partners
Pennsylvania
$5K – – –
FWM
85
Focused Wealth Management
New York
$5K – – –
RFC
86
Regions Financial Corp
Alabama
$5K +$5.22K +96 New
BCM
87
Brasada Capital Management
Texas
$5K +$5.43K +100 New
WWMSC
88
Wagner Wealth Management (South Carolina)
South Carolina
$4K +$3.64K +67 New
BBHC
89
Brown Brothers Harriman & Co
New York
$3K – – –
EA
90
Edge Advisors
Georgia
$3K – – –
ASN
91
Advisory Services Network
Georgia
$2K – – –
CCM
92
Cribstone Capital Management
Maine
$2K – – –
CWM
93
Cranbrook Wealth Management
Michigan
$1K – – –
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
MRI
95
Mad River Investors
Massachusetts
– -$3.99M -72,672 Closed
OC
96
Oppenheimer & Co
New York
– -$219K -3,987 Closed
AIM
97
Allen Investment Management
New York
– -$206K -3,760 Closed
CG
98
Cutler Group
California
– -$203K -3,741 Closed
MSAM
99
Moloney Securities Asset Management
Missouri
– -$202K -3,677 Closed
NFG
100
Next Financial Group
Texas
– -$30K -550 Closed
1 2 3
4
5

IEP Hedge Fund Activity: Q4 2017 in Review

95 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q4 2017, worth a combined $8.99B — down 0.61% from $9.04B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IEP positions and 8 closed out — a net gain of 12 holders — while 27 added to existing stakes and 25 trimmed.

The largest buyer was Icahn Carl, adding an estimated $240M. The largest seller was Horizon Kinetics, cutting an estimated $6.3M.

  • 95 institutional investors held Icahn Enterprises (IEP) as of Q4 2017, up from 84 in Q3 2017.
  • Funds reported $8.99B of Icahn Enterprises stock for Q4 2017, down 0.61% quarter-over-quarter.
  • 20 funds opened new Icahn Enterprises positions in Q4 2017 and 8 closed out, a net change of +12 holders.
  • The largest Icahn Enterprises buyer in Q4 2017 was Icahn Carl, an estimated $240M added.
  • The largest Icahn Enterprises seller in Q4 2017 was Horizon Kinetics, an estimated $6.3M sold.

Based on aggregated 13F filings for Q4 2017.