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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
PTC
76
Private Trust Company
Ohio
$23.8K +$1.9K +126 +8%
AF
77
Allworth Financial
California
$13.6K +$529 +35 +4%
TAM
78
Tucker Asset Management
Colorado
$12.6K -$907 -60 -6%
US Bancorp
79
US Bancorp
Minnesota
$11.1K -$4.74K -314 -28%
FCA
80
FinTrust Capital Advisors
South Carolina
$10.1K
ETC
81
Exchange Traded Concepts
Oklahoma
$9.04K +$10.1K +669 New
JP Morgan Chase
82
JP Morgan Chase
New York
$8.79K +$5.64K +373 +135%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$8K +$2.84K +188 +43%
CWM
84
Cedar Wealth Management
California
$5.68K
Jones Financial Companies
85
Jones Financial Companies
Missouri
$5.48K +$4.59K +304 +267%
BSB
86
Bangor Savings Bank
Maine
$5.41K +$4.53K +300 +300%
VWM
87
Venturi Wealth Management
Texas
$5.14K
RI
88
Ridgewood Investments
New Jersey
$4.73K
HWA
89
HHM Wealth Advisors
Tennessee
$4.57K +$363 +24 +8%
NL
90
NVWM LLC
Pennsylvania
$3.72K +$4.16K +275 New
CWM
91
Cranbrook Wealth Management
Michigan
$3.25K +$257 +17 +8%
ITIM
92
Indiana Trust & Investment Management
Indiana
$3.12K +$242 +16 +7%
BWL
93
Bogart Wealth LLC
Virginia
$3.07K +$242 +16 +8%
PS
94
Principal Securities
Iowa
$2.7K -$755 -50 -20%
IA
95
IFP Advisors
Florida
$2.7K -$272 -18 -8%
NB
96
NBT Bank
New York
$2.7K +$3.02K +200 New
CFB
97
Cullen/Frost Bankers
Texas
$1.95K +$2.18K +144 New
GEA
98
Glen Eagle Advisors
New Jersey
$1.81K +$106 +7 +6%
IAIM
99
International Assets Investment Management
Florida
$1.56K -$117K -7,775 -27%
LI
100
LRI Investments
Florida
$1.46K +$121 +8 +7%

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.