Icahn Enterprises
93 hedge funds and large institutions have $8.4B invested in Icahn Enterprises in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
21% more capital invested
Capital invested by funds: $6.96B → $8.4B (+$1.45B)
4% more funds holding
Funds holding: 89 → 93 (+4)
19% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 31
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
61.85% less ownership
Funds ownership: 160.84% → 98.99% (-62%)
68% less call options, than puts
Call options by funds: $6.02M | Put options by funds: $18.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
+$158M |
| 2 |
Citigroup
New York
|
+$7.02M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.55M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$1.29M |
| 5 |
Millennium Management
New York
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HK
Horizon Kinetics
New York
|
-$17M |
| 2 |
RIA
RPG Investment Advisory
Pleasanton,
California
|
-$6.89M |
| 3 |
JAFL
Jay A. Fishman Ltd
Troy,
Michigan
|
-$1.34M |
| 4 |
CA
CapWealth Advisors
Franklin,
Tennessee
|
-$1.21M |
| 5 |
DC
Deere & Company
Moline,
Illinois
|
-$950K |
IEP Hedge Fund Activity: Q4 2016 in Review
93 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q4 2016, worth a combined $8.4B — up 21% from $6.96B a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IEP positions and 7 closed out — a net gain of 7 holders — while 25 added to existing stakes and 31 trimmed.
The largest buyer was Icahn Carl, adding an estimated $158M. The largest seller was Horizon Kinetics, cutting an estimated $17M.
- 93 institutional investors held Icahn Enterprises (IEP) as of Q4 2016, up from 89 in Q3 2016.
- Funds reported $8.4B of Icahn Enterprises stock for Q4 2016, up 21% quarter-over-quarter.
- 14 funds opened new Icahn Enterprises positions in Q4 2016 and 7 closed out, a net change of +7 holders.
- The largest Icahn Enterprises buyer in Q4 2016 was Icahn Carl, an estimated $158M added.
- The largest Icahn Enterprises seller in Q4 2016 was Horizon Kinetics, an estimated $17M sold.
Based on aggregated 13F filings for Q4 2016.