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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
S4W
51
Solutions 4 Wealth
Texas
$221K +$22.4K +1,323 +11%
PCIA
52
Prime Capital Investment Advisors
Kansas
$220K -$20.7K -1,223 -8%
VL
53
Vima LLC
Michigan
$220K +$226K +13,342 New
HIP
54
HUB Investment Partners
Texas
$208K +$102 +6 +0%
IAS
55
Insigneo Advisory Services
Florida
$201K +$208K +12,302 New
KAS
56
KPP Advisory Services
Kentucky
$187K +$192K +11,355 New
BHWA
57
Beacon Harbor Wealth Advisors
Virginia
$187K
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$186K -$729 -43 -0.4%
Corient Private Wealth
59
Corient Private Wealth
Florida
$185K +$190K +11,221 New
ACM
60
Anfield Capital Management
California
$185K
EL
61
EMFO LLC
Florida
$178K
EH
62
Equitable Holdings
New York
$174K +$179K +10,543 New
SWP
63
Stratos Wealth Partners
Ohio
$170K -$8.59K -507 -5%
SWM
64
Spire Wealth Management
Virginia
$128K +$97.4K +5,750 +288%
SOW
65
State of Wyoming
Wyoming
$122K +$126K +7,412 New
AWM
66
Avior Wealth Management
Nebraska
$115K
Barclays
67
Barclays
United Kingdom
$96.9K +$11.2K +663 +13%
GRP
68
Global Retirement Partners
California
$92.6K +$10.4K +611 +12%
PCWA
69
Pacific Capital Wealth Advisors
California
$82.4K
SSG
70
Summit Securities Group
New York
$69K -$33.9K -2,000 -32%
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$54.8K +$16.2K +957 +43%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$46.9K +$18.4K +1,083 +61%
SPIA
73
Steward Partners Investment Advisory
New York
$38K -$4.32K -255 -10%
EWA
74
EverSource Wealth Advisors
Alabama
$36.9K -$2K -118 -5%
HI
75
Harbour Investments
Wisconsin
$36.3K +$729 +43 +2%

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.