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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
ITIM
101
Indiana Trust & Investment Management
Indiana
$3.54K
BWL
102
Bogart Wealth LLC
Virginia
$3.47K +$407 +24 +13%
GWM
103
Geneos Wealth Management
Colorado
$2.16K -$1.86K -110 -46%
GEA
104
Glen Eagle Advisors
New Jersey
$2.09K +$220 +13 +11%
GJWM
105
Gilliland Jeter Wealth Management
Arkansas
$1.93K -$3.2K -189 -62%
Jones Financial Companies
106
Jones Financial Companies
Missouri
$1.88K +$1.93K +114 New
LI
107
LRI Investments
Florida
$1.79K +$203 +12 +12%
HCP
108
Hexagon Capital Partners
Arkansas
$1.7K -$2.69K -159 -61%
BSB
109
Bangor Savings Bank
Maine
$1.65K +$1.7K +100 New
CTA
110
Colonial Trust Advisors
South Carolina
$1.65K +$1.7K +100 New
GI
111
Gradient Investments
Minnesota
$1.37K +$1.41K +83 New
FVIM
112
Fort Vancouver Investment Management
Washington
$1.19K +$1.22K +72 New
GWSG
113
GPS Wealth Strategies Group
Colorado
$1.14K +$102 +6 +10%
CJ
114
Caitlin John
Michigan
$989
VAG
115
VisionPoint Advisory Group
Texas
$461
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$396 -$5.34M -314,864 -100%
CWC
117
Carolinas Wealth Consulting
North Carolina
$352 +$51 +3 +16%
TWC
118
TD Waterhouse Canada
Ontario, Canada
$326 +$339 +20 New
KFS
119
Kelly Financial Services
Massachusetts
$279 +$34 +2 +13%
ME
120
McIlrath & Eck
Washington
$247
KFI
121
Key Financial Inc
Pennsylvania
$148
HNB
122
Huntington National Bank
Ohio
$140 -$8.73K -515 -98%
IFAM
123
Institutional & Family Asset Management
Colorado
$133 +$17 +1 +14%
CA
124
Clearstead Advisors
Ohio
$101
BWP
125
Baldwin Wealth Partners
Massachusetts
$66

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.