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Icahn Enterprises
IEP

Overview Fund Activity

145 hedge funds and large institutions have $9.88B invested in Icahn Enterprises in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 49 closing their positions.

Holders
145
Holders Change
-26
Holders Change %
-15.2%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
58
Reduced
46
Closed
49
Calls
$68.3M
Puts
$170M
Net Calls
-$101M
Net Calls Change
-$97.3M

Top Buyers

1
IC
1
Icahn Carl
Florida
$9.71B
2
Jane Street
2
Jane Street
New York
$38.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.3M
4
Group One Trading
4
Group One Trading
Illinois
$7.22M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$7.23M

Top Sellers

1
HKAM
1
Horizon Kinetics Asset Management
New York
$0
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.24M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.12M
5
FAIM
5
Financial Advocates Investment Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
$473K -$85.5K -2,946 -15%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$468K -$544K -18,738 -54%
WWM
53
Western Wealth Management
Colorado
$443K +$266K +9,177 +151%
CAN
54
Cetera Advisor Networks
California
$395K +$97.9K +3,374 +33%
LNC
55
Lincoln National Corp
Pennsylvania
$382K +$382K +13,166 New
CSIA
56
Charles Schwab Investment Advisory
California
$374K -$204K -7,038 -35%
IPW
57
Impact Partnership Wealth
Georgia
$370K +$370K +12,759 New
PCMC
58
Paragon Capital Management (Colorado)
Colorado
$353K +$205K +7,050 +138%
BHWA
59
Beacon Harbor Wealth Advisors
Virginia
$329K +$27.5K +950 +9%
BRWA
60
B. Riley Wealth Advisors
Florida
$327K -$117K -4,003 -26%
SWP
61
Stratos Wealth Partners
Ohio
$318K -$19.4K -667 -6%
KWM
62
Kingsview Wealth Management
Oregon
$313K -$375K -12,932 -55%
FGA
63
Fortis Group Advisors
New Jersey
$303K -$115K -3,969 -28%
WANY
64
Wealthspire Advisors (New York)
New York
$286K – – –
FWP
65
Firethorn Wealth Partners
Georgia
$270K +$36.1K +1,242 +15%
HighTower Advisors
66
HighTower Advisors
Illinois
$265K -$1.27K -44 -0.5%
WPC
67
Wedmont Private Capital
Pennsylvania
$252K – – –
EAM
68
Evanson Asset Management
California
$249K +$25.7K +884 +11%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$247K +$19K +654 +8%
TRCT
70
Tower Research Capital (TRC)
New York
$244K +$202K +6,963 +485%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$244K +$86.8K +2,989 +55%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$243K -$171K -5,880 -41%
PAG
73
Private Advisor Group
New Jersey
$242K -$62.8K -2,162 -21%
EH
74
Equitable Holdings
New York
$233K -$7.55K -260 -3%
AFG
75
Atomi Financial Group
New York
$231K -$2.85K -98 -1%
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3
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