Icahn Enterprises
103 hedge funds and large institutions have $13.4B invested in Icahn Enterprises in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 13 closing their positions.
27% more capital invested
Capital invested by funds: $10.6B → $13.4B (+$2.85B)
23% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 13
0% more funds holding
Funds holding: 103 → 103 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 27
2.53% less ownership
Funds ownership: 99.23% → 96.71% (-2.5%)
32% less call options, than puts
Call options by funds: $14.8M | Put options by funds: $21.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$5.2M |
| 2 |
TYCC
Texas Yale Capital Corp
St. Petersburg,
Florida
|
+$3.77M |
| 3 |
Morgan Stanley
New York
|
+$2.06M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.12M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$541K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.23M |
| 2 |
Renaissance Technologies
New York
|
-$3.99M |
| 3 |
Rafferty Asset Management
New York
|
-$1.63M |
| 4 |
BI
Bramshill Investments
Naples,
Florida
|
-$1.17M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$751K |
IEP Hedge Fund Activity: Q1 2019 in Review
103 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q1 2019, worth a combined $13.4B — up 27% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IEP positions and 13 closed out — a net gain of 3 holders — while 26 added to existing stakes and 27 trimmed.
The largest buyer was Wells Fargo, adding an estimated $5.2M. The largest seller was Susquehanna International Group, cutting an estimated $5.23M.
- 103 institutional investors held Icahn Enterprises (IEP) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $13.4B of Icahn Enterprises stock for Q1 2019, up 27% quarter-over-quarter.
- 16 funds opened new Icahn Enterprises positions in Q1 2019 and 13 closed out, a net change of +3 holders.
- The largest Icahn Enterprises buyer in Q1 2019 was Wells Fargo, an estimated $5.2M added.
- The largest Icahn Enterprises seller in Q1 2019 was Susquehanna International Group, an estimated $5.23M sold.
Based on aggregated 13F filings for Q1 2019.