Icahn Enterprises
138 hedge funds and large institutions have $6.42B invested in Icahn Enterprises in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 26 closing their positions.
1,480% more capital inflows, than outflows
Capital inflows: $332M | Capital outflows: $21M
7% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 46
0.52% more ownership
Funds ownership: 90.45% → 90.96% (+0.52%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 139 → 138 (-1)
4% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 26
45% less call options, than puts
Call options by funds: $27.4M | Put options by funds: $49.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Icahn Carl
Sunny Isles Beach,
Florida
|
+$298M |
| 2 |
Morgan Stanley
New York
|
+$11.8M |
| 3 |
Jane Street
New York
|
+$3.37M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.21M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$3.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Private Capital Advisors
Darien,
Connecticut
|
-$2.56M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.15M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.76M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.39M |
| 5 |
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
-$1.35M |
IEP Hedge Fund Activity: Q4 2023 in Review
138 of the 6,878 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q4 2023, worth a combined $6.42B — down 8.7% from $7.04B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of IEP and 25 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 49 added.
The largest buyer was Icahn Carl, adding an estimated $298M. The largest seller was Private Capital Advisors, exiting entirely with an estimated $2.56M sold.
- 138 institutional investors held Icahn Enterprises (IEP) as of Q4 2023, down from 139 in Q3 2023.
- Funds reported $6.42B of Icahn Enterprises stock for Q4 2023, down 8.7% quarter-over-quarter.
- 25 funds opened new Icahn Enterprises positions in Q4 2023 and 26 closed out, a net change of -1 holder.
- The largest Icahn Enterprises buyer in Q4 2023 was Icahn Carl, an estimated $298M added.
- The largest Icahn Enterprises seller in Q4 2023 was Private Capital Advisors, an estimated $2.56M sold.
Based on aggregated 13F filings for Q4 2023.