Icahn Enterprises
172 hedge funds and large institutions have $15.8B invested in Icahn Enterprises in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 27 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 39
33% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 27
4% more funds holding
Funds holding: 166 → 172 (+6)
2% more capital invested
Capital invested by funds: $15.5B → $15.8B (+$281M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.36% less ownership
Funds ownership: 90.53% → 86.16% (-4.4%)
11% less call options, than puts
Call options by funds: $31.8M | Put options by funds: $35.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
+$5.44M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.28M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.98M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.31M |
| 5 |
VF
Virtu Financial
New York
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$20.6M |
| 2 |
HF
HRT Financial
New York
|
-$9.59M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.31M |
| 4 |
Goldman Sachs
New York
|
-$5.07M |
| 5 |
JF
Jump Financial
Chicago,
Illinois
|
-$4.01M |
IEP Hedge Fund Activity: Q1 2023 in Review
172 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q1 2023, worth a combined $15.8B — up 1.8% from $15.5B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IEP positions and 27 closed out — a net gain of 9 holders — while 53 added to existing stakes and 39 trimmed.
The largest buyer was BNP Paribas Financial Markets, adding an estimated $5.44M. The largest seller was Morgan Stanley, cutting an estimated $20.6M.
- 172 institutional investors held Icahn Enterprises (IEP) as of Q1 2023, up from 166 in Q4 2022.
- Funds reported $15.8B of Icahn Enterprises stock for Q1 2023, up 1.8% quarter-over-quarter.
- 36 funds opened new Icahn Enterprises positions in Q1 2023 and 27 closed out, a net change of +9 holders.
- The largest Icahn Enterprises buyer in Q1 2023 was BNP Paribas Financial Markets, an estimated $5.44M added.
- The largest Icahn Enterprises seller in Q1 2023 was Morgan Stanley, an estimated $20.6M sold.
Based on aggregated 13F filings for Q1 2023.