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Icahn Enterprises

131 hedge funds and large institutions have $6.76B invested in Icahn Enterprises in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 25

68% more call options, than puts

Call options by funds: $44.3M | Put options by funds: $26.4M

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

6% more capital invested

Capital invested by funds: $6.35B → $6.76B (+$406M)

6% more funds holding

Funds holding: 124131 (+7)

3.98% more ownership

Funds ownership: 86.89%90.87% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
62
Reduced
25
Closed
14
Calls
$44.3M
Puts
$26.4M
Net Calls
+$17.9M
Net Calls Change
+$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
26
Western Wealth Management
Colorado
$635K +$61.9K +3,650 +10%
CCM
27
Crew Capital Management
Ohio
$628K +$645K +38,078 New
GAM
28
Griffin Asset Management
New York
$611K +$58.9K +3,473 +10%
Stifel Financial
29
Stifel Financial
Missouri
$576K +$214K +12,610 +56%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$549K +$125K +7,366 +28%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$536K +$224K +13,216 +68%
VF
32
Virtu Financial
New York
$526K +$541K +31,902 New
PA
33
PSI Advisors
Florida
$495K +$16.8K +990 +3%
IAIM
34
International Assets Investment Management
Florida
$476K +$86.4K +5,099 +21%
JF
35
Jump Financial
Illinois
$474K -$450K -26,572 -48%
UAG
36
United Advisor Group
Ohio
$443K +$34.1K +2,012 +8%
SP
37
Stablepoint Partners
Massachusetts
$433K +$46.1K +2,719 +12%
FWP
38
Firethorn Wealth Partners
Georgia
$415K +$126K +7,407 +42%
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$384K +$183K +10,800 +90%
UBS Group
40
UBS Group
Switzerland
$382K +$22.7K +1,340 +6%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$378K +$41.6K +2,456 +12%
MOS
42
MGO One Seven
Ohio
$370K +$339 +20 +0.1%
BCM
43
Brookstone Capital Management
Illinois
$368K +$8.78K +518 +3%
Group One Trading
44
Group One Trading
Illinois
$347K -$1.14M -67,071 -76%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$343K +$26.7K +1,577 +8%
OC
46
Oppenheimer & Co
New York
$330K +$35.3K +2,083 +12%
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$326K
HAG
48
HighPoint Advisor Group
Illinois
$323K +$143K +8,421 +84%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$256K +$712 +42 +0.3%
RJA
50
Raymond James & Associates
Florida
$238K +$40.8K +2,409 +20%

IEP Hedge Fund Activity: Q2 2024 in Review

131 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q2 2024, worth a combined $6.76B — up 6.4% from $6.35B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IEP positions and 14 closed out — a net gain of 8 holders — while 62 added to existing stakes and 25 trimmed.

The largest buyer was Icahn Carl, adding an estimated $651M. The largest seller was Morgan Stanley, cutting an estimated $16M.

  • 131 institutional investors held Icahn Enterprises (IEP) as of Q2 2024, up from 124 in Q1 2024.
  • Funds reported $6.76B of Icahn Enterprises stock for Q2 2024, up 6.4% quarter-over-quarter.
  • 22 funds opened new Icahn Enterprises positions in Q2 2024 and 14 closed out, a net change of +8 holders.
  • The largest Icahn Enterprises buyer in Q2 2024 was Icahn Carl, an estimated $651M added.
  • The largest Icahn Enterprises seller in Q2 2024 was Morgan Stanley, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2024.