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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
HCP
101
Hexagon Capital Partners
Arkansas
$1.39K
CTA
102
Colonial Trust Advisors
South Carolina
$1.35K
NA
103
NewEdge Advisors
Louisiana
$1.32K -$9.79K -648 -87%
CA
104
CoreCap Advisors
Michigan
$1.19K +$1.33K +88 New
GWSG
105
GPS Wealth Strategies Group
Colorado
$987 +$60 +4 +6%
CJ
106
Caitlin John
Michigan
$746
CA
107
Claris Advisors
Missouri
$649 +$725 +48 New
ATS
108
Ashton Thomas Securities
New York
$500 +$559 +37 New
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$338 +$15 +1 +4%
CWC
110
Carolinas Wealth Consulting
North Carolina
$311 +$15 +1 +5%
TWC
111
TD Waterhouse Canada
Ontario, Canada
$280 +$15 +1 +5%
G
112
Gainplan
Michigan
$247 +$227 +15 New
KFI
113
Key Financial Inc
Pennsylvania
$122
HNB
114
Huntington National Bank
Ohio
$115
CA
115
Clearstead Advisors
Ohio
$90 +$15 +1 +17%
BWP
116
Baldwin Wealth Partners
Massachusetts
$54
PFBT
117
Parkside Financial Bank & Trust
Missouri
$41
PMFA
118
Plante Moran Financial Advisors
Michigan
$41
BlackRock
119
BlackRock
New York
$41 +$30 +2 +200%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$27 -$15 -1 -33%
FFA
121
Farther Finance Advisors
California
$27 +$30 +2 New
AWM
122
Activest Wealth Management
Florida
$2
KAS
123
Kestra Advisory Services
Texas
-$1.01M -61,065 Closed
JAFL
124
Jay A. Fishman Ltd
Michigan
-$958K -58,122 Closed
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
-$727K -48,087 Closed

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.