We are live on ! Find out more
IEP icon

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
RJA
51
Raymond James & Associates
Florida
$183K -$14.4K -952 -7%
MML Investors Services
52
MML Investors Services
Massachusetts
$171K +$191K +12,621 New
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$164K +$183K +12,115 New
BHWA
54
Beacon Harbor Wealth Advisors
Virginia
$153K
ACM
55
Anfield Capital Management
California
$152K
TRCT
56
Tower Research Capital (TRC)
New York
$151K +$147K +9,701 +675%
SWM
57
Spire Wealth Management
Virginia
$135K +$34K +2,250 +29%
SSG
58
Summit Securities Group
New York
$102K +$50.5K +3,342 +80%
Barclays
59
Barclays
United Kingdom
$98.8K +$21.6K +1,427 +24%
AWM
60
Avior Wealth Management
Nebraska
$94.6K
SOW
61
State of Wyoming
Wyoming
$90.1K -$11.3K -745 -10%
GRP
62
Global Retirement Partners
California
$81.6K +$6.24K +413 +7%
PCWA
63
Pacific Capital Wealth Advisors
California
$67.6K
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$45.2K +$2.12K +140 +4%
PCMC
65
Planning Capital Management Corporation
Pennsylvania
$34K +$38K +2,515 New
SPIA
66
Steward Partners Investment Advisory
New York
$33.8K +$2.93K +194 +8%
Citigroup
67
Citigroup
New York
$30.6K +$28.7K +1,897 +520%
HI
68
Harbour Investments
Wisconsin
$30.2K +$453 +30 +1%
WSFS
69
Wilmington Savings Fund Society
Delaware
$29.5K +$33K +2,184 New
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$28.8K -$10.8K -712 -25%
CFGS
71
Concourse Financial Group Securities
Alabama
$28.2K +$2.25K +149 +8%
EWA
72
EverSource Wealth Advisors
Alabama
$28.2K
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$27K
BBHC
74
Brown Brothers Harriman & Co
New York
$24.2K +$27.1K +1,792 New
HGERS
75
Householder Group Estate & Retirement Specialist
Arizona
$24K +$27.9K +1,849 New

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.