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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
CCM
126
Crew Capital Management
Ohio
-$628K -38,078 Closed
VF
127
Virtu Financial
New York
-$526K -31,902 Closed
JF
128
Jump Financial
Illinois
-$474K -28,743 Closed
FWP
129
Firethorn Wealth Partners
Georgia
-$415K -25,192 Closed
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
-$256K -15,273 Closed
VL
131
Vima LLC
Michigan
-$220K -13,342 Closed
HIP
132
HUB Investment Partners
Texas
-$208K -12,606 Closed
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
-$186K -11,299 Closed
EH
134
Equitable Holdings
New York
-$174K -10,543 Closed
SWP
135
Stratos Wealth Partners
Ohio
-$170K -10,294 Closed
NFSG
136
Newbridge Financial Services Group
Florida
-$29.7K -1,801 Closed
PA
137
Parallel Advisors
California
-$29.1K -1,763 Closed
LFA
138
LGT Financial Advisors
Texas
-$28.1K -1,704 Closed
Citadel Advisors
139
Citadel Advisors
Florida
-$14.1K -934 Closed
UB
140
UMB Bank
Missouri
-$9.9K -601 Closed
BHWM
141
Beaird Harris Wealth Management
Texas
-$8.78K -533 Closed
GWM
142
Geneos Wealth Management
Colorado
-$2.16K -131 Closed
GJWM
143
Gilliland Jeter Wealth Management
Arkansas
-$1.93K -117 Closed
GI
144
Gradient Investments
Minnesota
-$1.37K -83 Closed
FVIM
145
Fort Vancouver Investment Management
Washington
-$1.19K -72 Closed
VAG
146
VisionPoint Advisory Group
Texas
-$461 -28 Closed
KFS
147
Kelly Financial Services
Massachusetts
-$279 -17 Closed
ME
148
McIlrath & Eck
Washington
-$247 -15 Closed
PCM
149
Penserra Capital Management
California
-$60 -4 -15%
HFS
150
Hantz Financial Services
Michigan
+$15 +1 +6%

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.