We are live on ! Find out more
IEP icon

Icahn Enterprises

137 hedge funds and large institutions have $7.04B invested in Icahn Enterprises in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 42

1.76% less ownership

Funds ownership: 92.21%90.45% (-1.8%)

6% less funds holding

Funds holding: 145137 (-8)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

29% less capital invested

Capital invested by funds: $9.88B → $7.04B (-$2.84B)

35% less call options, than puts

Call options by funds: $42.9M | Put options by funds: $65.8M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
137
Holders Change
-8
Holders Change %
-5.52%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
58
Reduced
42
Closed
22
Calls
$42.9M
Puts
$65.8M
Net Calls
-$22.9M
Net Calls Change
+$78.4M
Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
26
Key Client Fiduciary Advisors
New Jersey
$785K +$29.7K +1,175 +3%
GAM
27
Griffin Asset Management
New York
$779K -$74.8K -2,960 -7%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$764K -$6.03M -238,558 -86%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$761K -$107K -4,225 -10%
FGA
30
Fortis Group Advisors
New Jersey
$738K +$97.1K +3,845 +37%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$727K -$83.5K -3,304 -8%
Stifel Financial
32
Stifel Financial
Missouri
$710K -$19.3K -765 -2%
TCM
33
Triumph Capital Management
Colorado
$681K +$154K +6,083 +21%
Wolverine Trading
34
Wolverine Trading
Illinois
$676K -$81.9K -3,241 -9%
MA
35
Mutual Advisors
Nebraska
$627K -$15.7K -620 -2%
AF
36
Advisornet Financial
Minnesota
$604K +$105K +4,157 +16%
RJA
37
Raymond James & Associates
Florida
$566K +$19.6K +776 +3%
AWM
38
Apollon Wealth Management
South Carolina
$547K +$32.3K +1,278 +5%
WWM
39
Western Wealth Management
Colorado
$545K +$311K +12,317 +81%
GSIAS
40
Garden State Investment Advisory Services
New Jersey
$542K -$124K -4,901 -15%
VF
41
Virtu Financial
New York
$487K +$622K +24,606 New
MC
42
Moors & Cabot
Massachusetts
$481K -$58.4K -2,313 -9%
KLCM
43
KG&L Capital Management
Louisiana
$472K +$99.5K +3,939 +20%
PA
44
PSI Advisors
Florida
$453K -$28.3K -1,120 -5%
MOS
45
MGO One Seven
Ohio
$444K -$22K -871 -4%
SWP
46
Stratos Wealth Partners
Ohio
$414K +$252K +9,966 +91%
LNC
47
Lincoln National Corp
Pennsylvania
$408K +$189K +7,476 +57%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$395K +$96.5K +3,819 +24%
OC
49
Oppenheimer & Co
New York
$385K +$29.5K +1,167 +6%
ICM
50
Ionic Capital Management
New York
$384K -$351K -13,895 -42%

IEP Hedge Fund Activity: Q3 2023 in Review

137 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q3 2023, worth a combined $7.04B — down 29% from $9.88B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IEP and 17 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 58 added.

The largest buyer was Icahn Carl, adding an estimated $412M. The largest seller was Jane Street, cutting an estimated $31.5M.

  • 137 institutional investors held Icahn Enterprises (IEP) as of Q3 2023, down from 145 in Q2 2023.
  • Funds reported $7.04B of Icahn Enterprises stock for Q3 2023, down 29% quarter-over-quarter.
  • 17 funds opened new Icahn Enterprises positions in Q3 2023 and 22 closed out, a net change of -5 holders.
  • The largest Icahn Enterprises buyer in Q3 2023 was Icahn Carl, an estimated $412M added.
  • The largest Icahn Enterprises seller in Q3 2023 was Jane Street, an estimated $31.5M sold.

Based on aggregated 13F filings for Q3 2023.