Icahn Enterprises
108 hedge funds and large institutions have $12.7B invested in Icahn Enterprises in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 17 reducing their positions, and 14 closing their positions.
147% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 17
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
6% more capital invested
Capital invested by funds: $11.9B → $12.7B (+$750M)
3% more funds holding
Funds holding: 105 → 108 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.65% less ownership
Funds ownership: 101.52% → 97.87% (-3.7%)
74% less call options, than puts
Call options by funds: $3.36M | Put options by funds: $12.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14.2M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$13.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.9M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.01M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HKAM
Horizon Kinetics Asset Management
New York
|
-$3.47M |
| 2 |
RHAM
Round Hill Asset Management
Pasadena,
California
|
-$1.28M |
| 3 |
Rockefeller Capital Management
New York
|
-$1M |
| 4 |
SFI
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
|
-$812K |
| 5 |
HF
HRT Financial
New York
|
-$668K |
IEP Hedge Fund Activity: Q1 2021 in Review
108 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q1 2021, worth a combined $12.7B — up 6.3% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IEP positions and 14 closed out — a net gain of 4 holders — while 42 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $14.2M. The largest seller was Horizon Kinetics Asset Management, cutting an estimated $3.47M.
- 108 institutional investors held Icahn Enterprises (IEP) as of Q1 2021, up from 105 in Q4 2020.
- Funds reported $12.7B of Icahn Enterprises stock for Q1 2021, up 6.3% quarter-over-quarter.
- 18 funds opened new Icahn Enterprises positions in Q1 2021 and 14 closed out, a net change of +4 holders.
- The largest Icahn Enterprises buyer in Q1 2021 was Morgan Stanley, an estimated $14.2M added.
- The largest Icahn Enterprises seller in Q1 2021 was Horizon Kinetics Asset Management, an estimated $3.47M sold.
Based on aggregated 13F filings for Q1 2021.