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Icahn Enterprises

123 hedge funds and large institutions have $5.91B invested in Icahn Enterprises in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 28 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 28

1.04% more ownership

Funds ownership: 90.87%91.92% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less call options, than puts

Call options by funds: $31.1M | Put options by funds: $33.8M

6% less funds holding

Funds holding: 131123 (-8)

13% less capital invested

Capital invested by funds: $6.76B → $5.91B (-$849M)

23% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 26

Holders
123
Holders Change
-8
Holders Change %
-6.11%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
54
Reduced
28
Closed
26
Calls
$31.1M
Puts
$33.8M
Net Calls
-$2.69M
Net Calls Change
-$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$472K -$1.51K -100 -0.3%
Jane Street
27
Jane Street
New York
$430K -$1.54M -101,912 -76%
PA
28
PSI Advisors
Florida
$426K +$22K +1,455 +5%
TWP
29
Tempus Wealth Planning
California
$418K +$467K +30,916 New
Creative Planning
30
Creative Planning
Kansas
$413K -$1.18M -77,812 -72%
UAG
31
United Advisor Group
Ohio
$391K +$31.4K +2,079 +8%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$380K +$109K +7,237 +35%
SP
33
Stablepoint Partners
Massachusetts
$335K -$3.81K -252 -1%
Wolverine Trading
34
Wolverine Trading
Illinois
$316K -$348K -23,018 -49%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$311K +$967 +64 +0.3%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$308K
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$304K +$37.8K +2,500 +13%
MOS
38
MGO One Seven
Ohio
$287K -$18.3K -1,208 -5%
BCM
39
Brookstone Capital Management
Illinois
$279K -$755 -50 -0.2%
OC
40
Oppenheimer & Co
New York
$274K +$2.79K +185 +0.9%
MWM
41
Meridian Wealth Management
Kentucky
$272K +$304K +20,145 New
UBS Group
42
UBS Group
Switzerland
$272K -$46.8K -3,097 -13%
S4W
43
Solutions 4 Wealth
Texas
$239K +$64.5K +4,269 +32%
IAS
44
Insigneo Advisory Services
Florida
$237K +$78.6K +5,199 +42%
HAG
45
HighPoint Advisor Group
Illinois
$233K +$1.39K +92 +0.5%
TCM
46
Triumph Capital Management
Colorado
$226K -$686K -45,414 -73%
KAS
47
KPP Advisory Services
Kentucky
$215K +$68.9K +4,563 +40%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$205K -$263K -17,413 -53%
VFA
49
Valeo Financial Advisors
Indiana
$203K +$227K +15,000 New
PCIA
50
Prime Capital Investment Advisors
Kansas
$192K +$12.9K +855 +6%

IEP Hedge Fund Activity: Q3 2024 in Review

123 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q3 2024, worth a combined $5.91B — down 13% from $6.76B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of IEP and 20 opened new positions — a net loss of 6 holders — while 28 trimmed existing stakes and 54 added.

The largest buyer was Icahn Carl, adding an estimated $406M. The largest seller was Jane Street, cutting an estimated $1.54M.

  • 123 institutional investors held Icahn Enterprises (IEP) as of Q3 2024, down from 131 in Q2 2024.
  • Funds reported $5.91B of Icahn Enterprises stock for Q3 2024, down 13% quarter-over-quarter.
  • 20 funds opened new Icahn Enterprises positions in Q3 2024 and 26 closed out, a net change of -6 holders.
  • The largest Icahn Enterprises buyer in Q3 2024 was Icahn Carl, an estimated $406M added.
  • The largest Icahn Enterprises seller in Q3 2024 was Jane Street, an estimated $1.54M sold.

Based on aggregated 13F filings for Q3 2024.