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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 %
Creative Planning
51
Creative Planning
Kansas
$782K +$128K +2,469 +20%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$738K – – –
FGA
53
Fortis Group Advisors
New Jersey
$732K +$732K +14,403 New
AWM
54
Apollon Wealth Management
South Carolina
$689K +$27.4K +529 +4%
Stifel Financial
55
Stifel Financial
Missouri
$681K -$43.9K -848 -6%
ASN
56
Advisory Services Network
Georgia
$666K +$425K +8,216 +176%
PFS
57
Prospera Financial Services
Texas
$641K -$3.93K -76 -0.6%
Jane Street
58
Jane Street
New York
$625K +$625K +12,077 New
SWP
59
Stratos Wealth Partners
Ohio
$600K +$600K +11,611 New
GCP
60
GSA Capital Partners
United Kingdom
$591K +$284K +5,490 +92%
OC
61
Oppenheimer & Co
New York
$570K -$18.1K -350 -3%
PAG
62
Private Advisor Group
New Jersey
$542K -$602K -11,638 -53%
BHWA
63
Beacon Harbor Wealth Advisors
Virginia
$538K – – –
CAN
64
Cetera Advisor Networks
California
$530K +$85.1K +1,646 +19%
WANY
65
Wealthspire Advisors (New York)
New York
$510K +$621 +12 +0.1%
CCP
66
Carmel Capital Partners
California
$505K +$26K +502 +5%
Wolverine Trading
67
Wolverine Trading
Illinois
$477K +$477K +9,206 New
HighTower Advisors
68
HighTower Advisors
Illinois
$475K -$7.51K -146 -2%
SW
69
SVB Wealth
Massachusetts
$470K -$54.9K -1,061 -10%
Corient Private Wealth
70
Corient Private Wealth
Florida
$462K – – –
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$433K +$211K +4,074 +95%
EH
72
Equitable Holdings
New York
$428K -$78.5K -1,518 -16%
AFG
73
Atomi Financial Group
New York
$416K +$416K +8,048 New
FWP
74
Firethorn Wealth Partners
Georgia
$406K +$92.7K +1,838 +30%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$405K +$157K +3,036 +63%
1 2
3
4 5