Icahn Enterprises
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
+$240M |
| 2 |
Citigroup
New York
|
+$10.9M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$5.28M |
| 4 |
Renaissance Technologies
New York
|
+$5.16M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HK
Horizon Kinetics
New York
|
-$6.3M |
| 2 |
MRI
Mad River Investors
Boston,
Massachusetts
|
-$3.99M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.77M |
| 4 |
Morgan Stanley
New York
|
-$432K |
| 5 |
JAFL
Jay A. Fishman Ltd
Troy,
Michigan
|
-$374K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$19K | -350 | Closed |
|
|
AC
102
Alexandria Capital
Arlington,
Virginia
| – | -$12K | -210 | Closed |
|
|
TRCT
103
Tower Research Capital (TRC)
New York
| – | -$8.59K | -158 | -99% |
|
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.