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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
PFBT
126
Parkside Financial Bank & Trust
Missouri
$50
PMFA
127
Plante Moran Financial Advisors
Michigan
$49
Fidelity Investments
128
Fidelity Investments
Massachusetts
$49 +$34 +2 +200%
BlackRock
129
BlackRock
New York
$17 +$17 +1 New
AWM
130
Activest Wealth Management
Florida
$2
Mirae Asset Global Investments
131
Mirae Asset Global Investments
South Korea
-$13.9M -270,995 Closed
MA
132
MKT Advisors
California
-$1.04M -60,000 Closed
KLCM
133
KG&L Capital Management
Louisiana
-$339K -19,957 Closed
BRWA
134
B. Riley Wealth Advisors
Florida
-$344K -17,377 Closed
LNC
135
Lincoln National Corp
Pennsylvania
-$268K -15,740 Closed
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
-$98.6K -5,798 Closed
IPW
137
Impact Partnership Wealth
Georgia
-$7.31K -430 Closed
ETC
138
Exchange Traded Concepts
Oklahoma
-$3.74K -220 Closed
RFA
139
Register Financial Advisors
Georgia
-$3.32K -195 Closed
CIA
140
Cape Investment Advisory
Georgia
-$1.91K -112 Closed
CPG
141
Cornerstone Planning Group
New Jersey
-$584 -34 Closed
LFG
142
Larson Financial Group
Missouri
-$544 -32 Closed
First Manhattan
143
First Manhattan
New York
-$255 -15 Closed
CA
144
CoreCap Advisors
Michigan
-$91 -5 Closed
HFS
145
Hantz Financial Services
Michigan
+$34 +2 +14%
PCM
146
Penserra Capital Management
California
+$51 +3 +13%

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.