Icahn Enterprises
113 hedge funds and large institutions have $12.8B invested in Icahn Enterprises in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 21 reducing their positions, and 15 closing their positions.
110% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 21
33% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 15
4% more funds holding
Funds holding: 109 → 113 (+4)
2% more capital invested
Capital invested by funds: $12.5B → $12.8B (+$278M)
0.31% more ownership
Funds ownership: 98.82% → 99.13% (+0.31%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
50% less call options, than puts
Call options by funds: $17.8M | Put options by funds: $35.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
+$326M |
| 2 |
Citigroup
New York
|
+$11.1M |
| 3 |
Morgan Stanley
New York
|
+$2.25M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.72M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HK
Horizon Kinetics
New York
|
-$8.35M |
| 2 |
Rafferty Asset Management
New York
|
-$2.38M |
| 3 |
ANI
American National Insurance
Galveston,
Texas
|
-$2M |
| 4 |
LSA
L & S Advisors
Los Angeles,
California
|
-$1.3M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$1.28M |
IEP Hedge Fund Activity: Q3 2018 in Review
113 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q3 2018, worth a combined $12.8B — up 2.2% from $12.5B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IEP positions and 15 closed out — a net gain of 5 holders — while 44 added to existing stakes and 21 trimmed.
The largest buyer was Icahn Carl, adding an estimated $326M. The largest seller was Horizon Kinetics, cutting an estimated $8.35M.
- 113 institutional investors held Icahn Enterprises (IEP) as of Q3 2018, up from 109 in Q2 2018.
- Funds reported $12.8B of Icahn Enterprises stock for Q3 2018, up 2.2% quarter-over-quarter.
- 20 funds opened new Icahn Enterprises positions in Q3 2018 and 15 closed out, a net change of +5 holders.
- The largest Icahn Enterprises buyer in Q3 2018 was Icahn Carl, an estimated $326M added.
- The largest Icahn Enterprises seller in Q3 2018 was Horizon Kinetics, an estimated $8.35M sold.
Based on aggregated 13F filings for Q3 2018.