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Icahn Enterprises
IEP

Overview Fund Activity

171 hedge funds and large institutions have $15.7B invested in Icahn Enterprises in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+5
Holders Change %
+3.01%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
53
Reduced
39
Closed
27
Calls
$31.8M
Puts
$35.8M
Net Calls
-$4M
Net Calls Change
+$7.37M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$8.18M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$13.1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.64M
4
VF
4
Virtu Financial
New York
$1.19M
5
CWM
5
Centric Wealth Management
Illinois
$1.09M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.2M
2
HF
2
HRT Financial
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$8.75M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.19M
5
JF
5
Jump Financial
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
26
Centaurus Financial
California
$1.9M +$198K +3,829 +12%
GAM
27
Griffin Asset Management
New York
$1.89M +$101K +1,959 +6%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.8M +$366K +7,082 +25%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.66M +$191K +3,700 +13%
GSIAS
30
Garden State Investment Advisory Services
New Jersey
$1.53M -$50.8K -982 -3%
OWIM
31
Old West Investment Management
California
$1.51M – – –
Group One Trading
32
Group One Trading
Illinois
$1.39M -$2.81M -54,276 -67%
MC
33
Moors & Cabot
Massachusetts
$1.38M -$47.3K -915 -3%
KWM
34
Kingsview Wealth Management
Oregon
$1.23M +$7.08K +137 +0.6%
AF
35
Advisornet Financial
Minnesota
$1.2M -$3.21K -62 -0.3%
Goldman Sachs
36
Goldman Sachs
New York
$1.19M -$4.96M -95,913 -81%
VF
37
Virtu Financial
New York
$1.19M +$1.19M +22,994 New
MOS
38
MGO One Seven
Ohio
$1.12M -$44.3K -856 -4%
RHAM
39
Round Hill Asset Management
California
$1.11M -$47.4K -917 -4%
CWM
40
Centric Wealth Management
Illinois
$1.09M +$1.09M +20,989 New
PA
41
PSI Advisors
Florida
$1.05M -$26.8K -518 -2%
Barclays
42
Barclays
United Kingdom
$1.05M +$231K +4,474 +28%
CSIA
43
Charles Schwab Investment Advisory
California
$1.03M – – –
AWM
44
AE Wealth Management
Kansas
$995K +$2.38K +46 +0.2%
EL
45
EMFO LLC
Florida
$984K +$51.7K +1,000 +6%
FPCP
46
Fort Point Capital Partners
California
$982K +$982K +19,000 New
WHG
47
Westwood Holdings Group
Texas
$922K +$922K +17,832 New
KCFA
48
Key Client Fiduciary Advisors
New Jersey
$866K +$634K +12,265 +274%
IAIM
49
International Assets Investment Management
Florida
$846K -$431K -8,326 -34%
BRWA
50
B. Riley Wealth Advisors
Florida
$814K +$3.16K +59 +0.4%
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