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Icahn Enterprises
IEP

Overview Fund Activity

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
Holders
124
Holders Change
-13
Holders Change %
-9.49%
% of All Funds
1.8%
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

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$13.9M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$5.36M
3
KAS
3
Kestra Advisory Services
Texas
$776K
4
BI
4
Bramshill Investments
Florida
$685K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.76M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.6M
2
Jane Street
2
Jane Street
New York
$0
3
Group One Trading
3
Group One Trading
Illinois
$1.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Simplex Trading
5
Simplex Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KCFA
26
Key Client Fiduciary Advisors
New Jersey
$722K +$5.95K +350 +0.8%
BI
27
Bramshill Investments
Florida
$685K +$655K +38,502 +2,153%
WWM
28
Western Wealth Management
Colorado
$593K +$28.9K +1,700 +5%
GAM
29
Griffin Asset Management
New York
$572K -$25.3K -1,486 -4%
PA
30
PSI Advisors
Florida
$494K +$87.2K +5,125 +21%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$441K -$85.9K -5,048 -16%
UAG
32
United Advisor Group
Ohio
$423K +$423K +24,839 New
IAIM
33
International Assets Investment Management
Florida
$404K +$73.7K +4,340 +22%
MOS
34
MGO One Seven
Ohio
$381K +$36.5K +2,147 +11%
Stifel Financial
35
Stifel Financial
Missouri
$380K -$190K -11,159 -33%
SP
36
Stablepoint Partners
Massachusetts
$379K +$115K +6,735 +43%
UBS Group
37
UBS Group
Switzerland
$372K -$920K -54,088 -71%
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$359K +$169K +9,400 +89%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$348K +$348K +20,460 New
BRWA
40
B. Riley Wealth Advisors
Florida
$344K +$344K +17,377 New
BCM
41
Brookstone Capital Management
Illinois
$344K +$344K +20,199 New
KLCM
42
KG&L Capital Management
Louisiana
$339K -$147K -8,650 -30%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$329K +$43.4K +2,549 +15%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$328K +$66.6K +3,913 +25%
OC
45
Oppenheimer & Co
New York
$306K – – –
FWP
46
Firethorn Wealth Partners
Georgia
$303K +$303K +17,785 New
LNC
47
Lincoln National Corp
Pennsylvania
$268K -$71.9K -4,224 -21%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$260K -$36.2K -2,118 -12%
PCIA
49
Prime Capital Investment Advisors
Kansas
$248K -$4.25K -250 -2%
AAS
50
Avantax Advisory Services
Texas
$223K -$148K -8,695 -40%
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