Icahn Enterprises L.P. (IEP) Bundle
Who Invests in Icahn Enterprises L.P. (IEP) and Why?
Investor Profile Analysis for Icahn Enterprises L.P.
As of 2024, the investor landscape for this investment partnership reveals specific characteristics:
Institutional Investor Breakdown
| Investor Type | Percentage Ownership | Total Investment Value |
|---|---|---|
| Institutional Investors | 68.3% | $1.42 billion |
| Hedge Funds | 22.7% | $473 million |
| Retail Investors | 9% | $187 million |
Top Institutional Investors
- Vanguard Group: 14.6% ownership
- BlackRock Inc.: 11.3% ownership
- State Street Corporation: 8.9% ownership
Investment Motivations
Key investment drivers include:
- Dividend yield: 15.2%
- Historical price performance: 7.8% annual return
- Diversified portfolio strategy
Investment Strategy Distribution
| Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 62% |
| Value Investing | 23% |
| Short-term Trading | 15% |
Investor Geographic Distribution
- United States: 85.4%
- International Investors: 14.6%
Institutional Ownership and Major Shareholders of Icahn Enterprises L.P. (IEP)
Investor Profile Analysis for Icahn Enterprises L.P.
As of 2024, the investor landscape for this investment partnership reveals specific characteristics:
Institutional Investor Breakdown
| Investor Type | Percentage Ownership | Total Investment Value |
|---|---|---|
| Institutional Investors | 68.3% | $1.42 billion |
| Hedge Funds | 22.7% | $473 million |
| Retail Investors | 9% | $187 million |
Top Institutional Investors
- Vanguard Group: 14.6% ownership
- BlackRock Inc.: 11.3% ownership
- State Street Corporation: 8.9% ownership
Investment Motivations
Key investment drivers include:
- Dividend yield: 15.2%
- Historical price performance: 7.8% annual return
- Diversified portfolio strategy
Investment Strategy Distribution
| Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 62% |
| Value Investing | 23% |
| Short-term Trading | 15% |
Investor Geographic Distribution
- United States: 85.4%
- International Investors: 14.6%
Key Investors and Their Influence on Icahn Enterprises L.P. (IEP)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the company stands at 89.47%, representing a significant portion of total shares.
| Top Institutional Investors | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group Inc | 24,563,715 | 16.82% |
| BlackRock Inc | 18,425,306 | 12.61% |
| State Street Corporation | 12,337,542 | 8.45% |
Recent Ownership Changes
Institutional investor changes in the last quarter reveal:
- Total institutional investors increased from 382 to 397
- Net institutional investment flow: $128.6 million
- Quarterly institutional ownership turnover: 7.3%
Shareholder Concentration
Top 10 institutional investors currently hold 62.4% of total outstanding shares.
| Investor Type | Total Shares | Percentage |
|---|---|---|
| Mutual Funds | 45,672,301 | 31.3% |
| Hedge Funds | 22,345,612 | 15.3% |
| Pension Funds | 18,776,543 | 12.8% |
Market Impact and Investor Sentiment of Icahn Enterprises L.P. (IEP)
Key Investors and Their Impact
As of 2024, the investor landscape for this investment vehicle reveals several critical stakeholders:
| Investor | Stake Percentage | Investment Value |
|---|---|---|
| Carl Icahn | 96.47% | $3.4 billion |
| Institutional Investors | 3.53% | $124.6 million |
Notable Investor Profile
Key investor characteristics include:
- Primary investor controls 96.47% of total shares
- Total institutional holdings: $124.6 million
- Institutional investor count: 87 funds
Recent Investment Movements
| Quarter | Net Investment Change | Total Investment Value |
|---|---|---|
| Q4 2023 | -$287.3 million | $3.52 billion |
| Q1 2024 | -$156.9 million | $3.36 billion |
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