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Icahn Enterprises
IEP

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: 124 → 131 (+7)

3.98% more ownership

Funds ownership: 86.89% → 90.87% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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

Top Buyers

1
IC
Icahn Carl
Florida
+$651M
2
Jane Street
Jane Street
New York
+$2.27M
3
First Trust Advisors
First Trust Advisors
Illinois
+$996K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$815K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$744K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$16M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$13.9M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$5.34M
4
Group One Trading
Group One Trading
Illinois
-$1.14M
5
MA
MKT Advisors
California
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1
Icahn Carl
Florida
$6.7B +$651M +38,434,084 +10%
First Trust Advisors
2
First Trust Advisors
Illinois
$6.59M +$996K +58,791 +17%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$6.52M +$744K +43,919 +12%
Morgan Stanley
4
Morgan Stanley
New York
$5.32M -$16M -944,152 -75%
LPL Financial
5
LPL Financial
California
$2.87M +$238K +14,047 +9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.42M +$223K +13,188 +10%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.24M -$189K -11,145 -8%
Jane Street
8
Jane Street
New York
$2.2M +$2.27M +133,752 New
Goldman Sachs
9
Goldman Sachs
New York
$2.07M +$154K +9,073 +8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.81M +$106K +6,276 +6%
Creative Planning
11
Creative Planning
Kansas
$1.79M +$251K +14,805 +16%
FPCP
12
Fort Point Capital Partners
California
$1.32M – – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.21M +$95.4K +5,632 +8%
Wells Fargo
14
Wells Fargo
California
$1.05M -$177K -10,456 -14%
TCM
15
Triumph Capital Management
Colorado
$1.02M +$224K +13,195 +27%
KAS
16
Kestra Advisory Services
Texas
$1.01M +$305K +17,988 +42%
ASN
17
Advisory Services Network
Georgia
$960K +$60.4K +3,566 +7%
JAFL
18
Jay A. Fishman Ltd
Michigan
$958K -$634K -37,434 -39%
Bank of America
19
Bank of America
North Carolina
$824K -$328K -19,330 -28%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$792K +$815K +48,087 New
Wolverine Trading
21
Wolverine Trading
Illinois
$776K -$43.2K -2,547 -5%
MC
22
Moors & Cabot
Massachusetts
$765K -$115K -6,803 -13%
KCFA
23
Key Client Fiduciary Advisors
New Jersey
$655K -$46K -2,713 -6%
BI
24
Bramshill Investments
Florida
$649K -$15.8K -935 -2%
AAS
25
Avantax Advisory Services
Texas
$642K +$437K +25,805 +197%
1
2 3 4 5

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.