Icahn Enterprises
117 hedge funds and large institutions have $12.7B invested in Icahn Enterprises in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 11 closing their positions.
127% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 11
19% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 31
11% more funds holding
Funds holding: 105 → 117 (+12)
0.12% more ownership
Funds ownership: 99.64% → 99.76% (+0.12%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less capital invested
Capital invested by funds: $12.9B → $12.7B (-$163M)
61% less call options, than puts
Call options by funds: $5.68M | Put options by funds: $14.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
+$401M |
| 2 |
Citigroup
New York
|
+$13.9M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.96M |
| 4 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$1.41M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$914K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HKAM
Horizon Kinetics Asset Management
New York
|
-$14.7M |
| 2 |
Morgan Stanley
New York
|
-$8.04M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$2.11M |
| 4 |
MWNA
Marshall Wace North America
New York
|
-$1.15M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$598K |
IEP Hedge Fund Activity: Q4 2019 in Review
117 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q4 2019, worth a combined $12.7B — down 1.3% from $12.9B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IEP positions and 11 closed out — a net gain of 14 holders — while 37 added to existing stakes and 31 trimmed.
The largest buyer was Icahn Carl, adding an estimated $401M. The largest seller was Horizon Kinetics Asset Management, cutting an estimated $14.7M.
- 117 institutional investors held Icahn Enterprises (IEP) as of Q4 2019, up from 105 in Q3 2019.
- Funds reported $12.7B of Icahn Enterprises stock for Q4 2019, down 1.3% quarter-over-quarter.
- 25 funds opened new Icahn Enterprises positions in Q4 2019 and 11 closed out, a net change of +14 holders.
- The largest Icahn Enterprises buyer in Q4 2019 was Icahn Carl, an estimated $401M added.
- The largest Icahn Enterprises seller in Q4 2019 was Horizon Kinetics Asset Management, an estimated $14.7M sold.
Based on aggregated 13F filings for Q4 2019.