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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
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$32.9K
CFGS
77
Concourse Financial Group Securities
Alabama
$32K +$3.59K +212 +12%
NFSG
78
Newbridge Financial Services Group
Florida
$29.7K -$152K -8,971 -83%
PA
79
Parallel Advisors
California
$29.1K -$4.12K -243 -12%
LFA
80
LGT Financial Advisors
Texas
$28.1K +$3.17K +187 +12%
PTC
81
Private Trust Company
Ohio
$26.9K +$3.03K +179 +12%
TRCT
82
Tower Research Capital (TRC)
New York
$23.7K +$23.9K +1,410 +5,036%
US Bancorp
83
US Bancorp
Minnesota
$18.7K +$19.2K +1,134 New
AF
84
Allworth Financial
California
$16.6K +$7.59K +448 +86%
TAM
85
Tucker Asset Management
Colorado
$16.3K +$136 +8 +0.8%
Citadel Advisors
86
Citadel Advisors
Florida
$15.4K +$15.8K +934 New
FCA
87
FinTrust Capital Advisors
South Carolina
$12.3K
NA
88
NewEdge Advisors
Louisiana
$12.3K +$2.02K +119 +19%
UB
89
UMB Bank
Missouri
$9.9K +$10.2K +601 New
BHWM
90
Beaird Harris Wealth Management
Texas
$8.78K +$729 +43 +9%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$7K
CWM
92
Cedar Wealth Management
California
$6.92K
VWM
93
Venturi Wealth Management
Texas
$6.26K
Citigroup
94
Citigroup
New York
$6.01K +$6.18K +365 New
RI
95
Ridgewood Investments
New Jersey
$5.77K +$5.93K +350 New
HWA
96
HHM Wealth Advisors
Tennessee
$5.17K +$593 +35 +13%
JP Morgan Chase
97
JP Morgan Chase
New York
$4.57K +$475 +28 +11%
PS
98
Principal Securities
Iowa
$4.12K
CWM
99
Cranbrook Wealth Management
Michigan
$3.67K +$424 +25 +13%
IA
100
IFP Advisors
Florida
$3.59K -$3.08K -182 -46%

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.