Icahn Enterprises
62 hedge funds and large institutions have $9B invested in Icahn Enterprises in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 10 reducing their positions, and 7 closing their positions.
210% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 10
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
16% more capital invested
Capital invested by funds: $7.76B → $9B (+$1.24B)
7% more funds holding
Funds holding: 58 → 62 (+4)
1.58% more ownership
Funds ownership: 124.67% → 126.25% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
16% less call options, than puts
Call options by funds: $14.2M | Put options by funds: $16.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
+$92M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.08M |
| 3 |
Morgan Stanley
New York
|
+$1.81M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.66M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PG
PEAK6 Group
Chicago,
Illinois
|
-$2.39M |
| 2 |
HK
Horizon Kinetics
New York
|
-$1.38M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$815K |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$665K |
| 5 |
MCM
McGlinn Capital Management
Wyomissing,
Pennsylvania
|
-$601K |
IEP Hedge Fund Activity: Q3 2013 in Review
62 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q3 2013, worth a combined $9B — up 16% from $7.76B a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IEP positions and 7 closed out — a net gain of 4 holders — while 31 added to existing stakes and 10 trimmed.
The largest buyer was Icahn Carl, adding an estimated $92M. The largest seller was PEAK6 Group, cutting an estimated $2.39M.
- 62 institutional investors held Icahn Enterprises (IEP) as of Q3 2013, up from 58 in Q2 2013.
- Funds reported $9B of Icahn Enterprises stock for Q3 2013, up 16% quarter-over-quarter.
- 11 funds opened new Icahn Enterprises positions in Q3 2013 and 7 closed out, a net change of +4 holders.
- The largest Icahn Enterprises buyer in Q3 2013 was Icahn Carl, an estimated $92M added.
- The largest Icahn Enterprises seller in Q3 2013 was PEAK6 Group, an estimated $2.39M sold.
Based on aggregated 13F filings for Q3 2013.