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Icahn Enterprises
IEP

58 hedge funds and large institutions have $7.76B invested in Icahn Enterprises in 2013 Q2 according to their latest regulatory filings, with 58 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

124.67% more ownership

Funds ownership: 0% → 124.67% (+125%)

34% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $10.7M

Holders
58
Holders Change
+58
Holders Change %
–
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.1%
New
58
Increased
–
Reduced
–
Closed
–
Calls
$14.3M
Puts
$10.7M
Net Calls
+$3.6M
Net Calls Change
+$3.6M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1
Icahn Carl
Florida
$7.22B +$7.3B +99,213,824 New
HK
2
Horizon Kinetics
New York
$297M +$300M +4,076,071 New
Citigroup
3
Citigroup
New York
$168M +$170M +2,310,860 New
TCIM
4
TIAA CREF Investment Management
New York
$15.2M +$15.4M +208,700 New
MRI
5
Mad River Investors
Massachusetts
$7.76M +$7.85M +106,598 New
CS
6
Credit Suisse
Switzerland
$7.3M +$7.39M +100,350 New
Morgan Stanley
7
Morgan Stanley
New York
$6.71M +$6.78M +92,142 New
TYCC
8
Texas Yale Capital Corp
Florida
$5.23M +$5.29M +71,845 New
JAFL
9
Jay A. Fishman Ltd
Michigan
$4.55M +$4.6M +62,514 New
GAM
10
Goldentree Asset Management
New York
$4.03M +$4.07M +55,349 New
Wells Fargo
11
Wells Fargo
California
$3.8M +$3.84M +52,236 New
VCAM
12
Valentine Capital Asset Management
California
$2.23M +$2.26M +30,650 New
GC
13
Guggenheim Capital
Illinois
$1.16M +$1.17M +15,898 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.11M +$1.12M +15,251 New
U
15
UBS
Switzerland
$967K +$978K +13,288 New
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$927K +$938K +12,739 New
ZCM
17
Zebra Capital Management
Connecticut
$887K +$898K +12,197 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$859K +$868K +11,795 New
Bank of America
19
Bank of America
North Carolina
$831K +$840K +11,411 New
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$815K +$827K +11,231 New
SNC
21
Stifel Nicolaus & Co
Missouri
$746K +$755K +10,257 New
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$665K +$673K +9,145 New
PSI
23
Pinnacle Summer Investments
Virginia
$614K +$621K +8,440 New
MCM
24
McGlinn Capital Management
Pennsylvania
$601K +$608K +8,264 New
NPC
25
National Planning Corporation
California
$543K +$549K +7,457 New
1
2 3

IEP Hedge Fund Activity: Q2 2013 in Review

58 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q2 2013, worth a combined $7.76B.

Buyers outnumbered sellers: 58 funds opened new IEP positions and 0 closed out — a net gain of 58 holders — while 0 added to existing stakes and 0 trimmed.

  • 58 institutional investors held Icahn Enterprises (IEP) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $7.76B of Icahn Enterprises stock for Q2 2013.
  • 58 funds opened new Icahn Enterprises positions in Q2 2013 and 0 closed out, a net change of +58 holders.

Based on aggregated 13F filings for Q2 2013.