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Icahn Enterprises

124 hedge funds and large institutions have $6.35B invested in Icahn Enterprises in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $6.45B → $6.35B (-$100M)

6% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 35

4.45% less ownership

Funds ownership: 91.35%86.89% (-4.5%)

9% less funds holding

Funds holding: 137124 (-13)

41% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 29

50% less call options, than puts

Call options by funds: $19.6M | Put options by funds: $39.2M

Holders
124
Holders Change
-13
Holders Change %
-9.49%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
33
Reduced
35
Closed
29
Calls
$19.6M
Puts
$39.2M
Net Calls
-$19.7M
Net Calls Change
+$2.53M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$6.26B
Morgan Stanley
2
Morgan Stanley
New York
$21.6M -$34.5M -1,875,694 -60%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$13.9M +$4.29M +233,410 +621%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$5.98M +$329K +17,886 +5%
First Trust Advisors
5
First Trust Advisors
Illinois
$5.8M -$1.23M -67,206 -16%
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$5.36M +$2.51M +136,418 +76%
LPL Financial
7
LPL Financial
California
$2.72M +$347K +18,863 +13%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.51M -$124K -6,732 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.28M +$326K +17,759 +15%
Goldman Sachs
10
Goldman Sachs
New York
$1.98M +$473K +25,748 +28%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.76M +$625K +34,003 +49%
JAFL
12
Jay A. Fishman Ltd
Michigan
$1.63M +$45K +2,450 +3%
Creative Planning
13
Creative Planning
Kansas
$1.59M -$21.6K -1,178 -1%
Group One Trading
14
Group One Trading
Illinois
$1.5M -$3.56M -193,699 -69%
FPCP
15
Fort Point Capital Partners
California
$1.36M
Wells Fargo
16
Wells Fargo
California
$1.26M -$179K -9,732 -12%
Bank of America
17
Bank of America
North Carolina
$1.18M -$33.2K -1,809 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.15M +$70.5K +3,839 +6%
MA
19
MKT Advisors
California
$1.04M
JF
20
Jump Financial
Illinois
$941K -$1.84M -100,294 -64%
ASN
21
Advisory Services Network
Georgia
$930K +$95.5K +5,200 +11%
MC
22
Moors & Cabot
Massachusetts
$905K +$610K +33,196 +166%
Wolverine Trading
23
Wolverine Trading
Illinois
$844K +$28.7K +1,563 +3%
TCM
24
Triumph Capital Management
Colorado
$831K +$78K +4,245 +9%
KAS
25
Kestra Advisory Services
Texas
$776K +$792K +43,077 New

IEP Hedge Fund Activity: Q1 2024 in Review

124 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Icahn Enterprises (IEP) for Q1 2024, worth a combined $6.35B — down 1.6% from $6.45B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of IEP and 17 opened new positions — a net loss of 12 holders — while 35 trimmed existing stakes and 33 added.

The largest buyer was Mirae Asset Global Investments, adding an estimated $4.29M. The largest seller was Morgan Stanley, cutting an estimated $34.5M.

  • 124 institutional investors held Icahn Enterprises (IEP) as of Q1 2024, down from 137 in Q4 2023.
  • Funds reported $6.35B of Icahn Enterprises stock for Q1 2024, down 1.6% quarter-over-quarter.
  • 17 funds opened new Icahn Enterprises positions in Q1 2024 and 29 closed out, a net change of -12 holders.
  • The largest Icahn Enterprises buyer in Q1 2024 was Mirae Asset Global Investments, an estimated $4.29M added.
  • The largest Icahn Enterprises seller in Q1 2024 was Morgan Stanley, an estimated $34.5M sold.

Based on aggregated 13F filings for Q1 2024.