Icahn Enterprises
102 hedge funds and large institutions have $9.54B invested in Icahn Enterprises in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 34 reducing their positions, and 9 closing their positions.
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
7% more funds holding
Funds holding: 95 → 102 (+7)
6% more capital invested
Capital invested by funds: $8.99B → $9.54B (+$554M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3.92% less ownership
Funds ownership: 100.28% → 96.36% (-3.9%)
50% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 34
59% less call options, than puts
Call options by funds: $8.44M | Put options by funds: $20.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.39M |
| 2 |
LSA
L & S Advisors
Los Angeles,
California
|
+$1.05M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$582K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$413K |
| 5 |
AAM
American Asset Management
Boca Raton,
Florida
|
+$342K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$109M |
| 2 |
HK
Horizon Kinetics
New York
|
-$6.69M |
| 3 |
SMH
Sanders Morris Harris
Houston,
Texas
|
-$4.25M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3.58M |
| 5 |
Renaissance Technologies
New York
|
-$3.47M |
IEP Hedge Fund Activity: Q1 2018 in Review
102 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q1 2018, worth a combined $9.54B — up 6.2% from $8.99B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IEP positions and 9 closed out — a net gain of 8 holders — while 17 added to existing stakes and 34 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.39M. The largest seller was Citigroup, cutting an estimated $109M.
- 102 institutional investors held Icahn Enterprises (IEP) as of Q1 2018, up from 95 in Q4 2017.
- Funds reported $9.54B of Icahn Enterprises stock for Q1 2018, up 6.2% quarter-over-quarter.
- 17 funds opened new Icahn Enterprises positions in Q1 2018 and 9 closed out, a net change of +8 holders.
- The largest Icahn Enterprises buyer in Q1 2018 was LPL Financial, an estimated $2.39M added.
- The largest Icahn Enterprises seller in Q1 2018 was Citigroup, an estimated $109M sold.
Based on aggregated 13F filings for Q1 2018.