We are live on ! Find out more
IEP icon

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.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

13% more funds holding

Funds holding: 8495 (+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: 32 (-1)

83% less call options, than puts

Call options by funds: $2.12M | Put options by funds: $12.8M

Holders
95
Holders Change
+11
Holders Change %
+13.1%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
20
Increased
27
Reduced
25
Closed
8
Calls
$2.12M
Puts
$12.8M
Net Calls
-$10.7M
Net Calls Change
-$7.41M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$8.37B +$240M +4,412,903 +3%
Citigroup
2
Citigroup
New York
$391M +$10.9M +201,324 +3%
HK
3
Horizon Kinetics
New York
$132M -$6.3M -115,919 -4%
Deutsche Bank
4
Deutsche Bank
Germany
$10.8M +$5.28M +97,210 +92%
UBS Group
5
UBS Group
Switzerland
$9.55M +$270K +4,964 +3%
Morgan Stanley
6
Morgan Stanley
New York
$5.82M -$432K -7,955 -7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.39M -$189K -3,469 -3%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$5.35M +$4.75M +87,435 +643%
JAFL
9
Jay A. Fishman Ltd
Michigan
$5.23M -$374K -6,889 -7%
Renaissance Technologies
10
Renaissance Technologies
New York
$5.04M +$5.16M +95,015 New
RJA
11
Raymond James & Associates
Florida
$4.89M +$112K +2,057 +2%
SMH
12
Sanders Morris Harris
Texas
$4.16M +$962K +17,700 +29%
Wells Fargo
13
Wells Fargo
California
$3.32M -$1.77M -32,581 -34%
TYCC
14
Texas Yale Capital Corp
Florida
$3.16M -$159K -2,919 -5%
HighTower Advisors
15
HighTower Advisors
Illinois
$2.69M -$90.5K -1,665 -3%
BI
16
Bramshill Investments
Florida
$2.38M -$105K -1,936 -4%
Creative Planning
17
Creative Planning
Kansas
$1.82M +$24.5K +451 +1%
ANI
18
American National Insurance
Texas
$1.72M
RHAM
19
Round Hill Asset Management
California
$1.6M
Group One Trading
20
Group One Trading
Illinois
$1.53M +$908K +16,700 +136%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$1.5M +$62.3K +1,147 +4%
MCM
22
McKinley Capital Management
Alaska
$1.5M -$56.3K -1,035 -4%
BRWA
23
B. Riley Wealth Advisors
Florida
$1.05M +$176K +3,239 +20%
Bank of America
24
Bank of America
North Carolina
$995K -$109K -2,010 -10%
VF
25
Virtu Financial
New York
$880K +$343K +6,302 +61%

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.