Icahn Enterprises
88 hedge funds and large institutions have $8.24B invested in Icahn Enterprises in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 8 closing their positions.
65% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 20
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
7% more capital invested
Capital invested by funds: $7.72B → $8.24B (+$523M)
4% more funds holding
Funds holding: 85 → 88 (+3)
2.94% more ownership
Funds ownership: 96.61% → 99.56% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
68% less call options, than puts
Call options by funds: $3.97M | Put options by funds: $12.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
+$438M |
| 2 |
Citigroup
New York
|
+$17.2M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$1.72M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.14M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$915K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HK
Horizon Kinetics
New York
|
-$8.54M |
| 2 |
MRI
Mad River Investors
Boston,
Massachusetts
|
-$1.91M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.74M |
| 4 |
RHAM
Round Hill Asset Management
Pasadena,
California
|
-$1.57M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.51M |
IEP Hedge Fund Activity: Q2 2017 in Review
88 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q2 2017, worth a combined $8.24B — up 6.8% from $7.72B a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IEP positions and 8 closed out — a net gain of 4 holders — while 33 added to existing stakes and 20 trimmed.
The largest buyer was Icahn Carl, adding an estimated $438M. The largest seller was Horizon Kinetics, cutting an estimated $8.54M.
- 88 institutional investors held Icahn Enterprises (IEP) as of Q2 2017, up from 85 in Q1 2017.
- Funds reported $8.24B of Icahn Enterprises stock for Q2 2017, up 6.8% quarter-over-quarter.
- 12 funds opened new Icahn Enterprises positions in Q2 2017 and 8 closed out, a net change of +4 holders.
- The largest Icahn Enterprises buyer in Q2 2017 was Icahn Carl, an estimated $438M added.
- The largest Icahn Enterprises seller in Q2 2017 was Horizon Kinetics, an estimated $8.54M sold.
Based on aggregated 13F filings for Q2 2017.