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Icahn Enterprises
IEP

Overview Fund Activity

137 hedge funds and large institutions have $7.04B invested in Icahn Enterprises in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 22 closing their positions.

Holders
137
Holders Change
-8
Holders Change %
-5.52%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
58
Reduced
42
Closed
22
Calls
$42.9M
Puts
$65.8M
Net Calls
-$22.9M
Net Calls Change
+$78.4M

Top Buyers

1
IC
1
Icahn Carl
Florida
$6.94B
2
First Trust Advisors
2
First Trust Advisors
Illinois
$8.54M
3
Morgan Stanley
3
Morgan Stanley
New York
$17.7M
4
Wells Fargo
4
Wells Fargo
California
$3.65M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.47M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.67M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$764K
3
PIWA
3
Prevail Innovative Wealth Advisors
Kansas
$1.35M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
IA
5
IFP Advisors
Florida
$80K
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
51
International Assets Investment Management
Florida
$383K -$2.19K -111 -0.6%
RHAM
52
Round Hill Asset Management
California
$359K -$51.5K -2,605 -13%
PCIA
53
Prime Capital Investment Advisors
Kansas
$346K -$41.6K -2,102 -11%
BRWA
54
B. Riley Wealth Advisors
Florida
$344K +$123K +6,201 +55%
BAM
55
Belpointe Asset Management
Nevada
$314K +$314K +15,864 New
Barclays
56
Barclays
United Kingdom
$306K -$327K -16,527 -52%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$293K +$257K +13,005 +718%
HF
58
HRT Financial
New York
$293K +$293K +14,827 New
EL
59
EMFO LLC
Florida
$285K -$38K -1,923 -12%
CSIA
60
Charles Schwab Investment Advisory
California
$272K +$16.6K +840 +7%
HighTower Advisors
61
HighTower Advisors
Illinois
$263K +$81.9K +4,160 +45%
CAN
62
Cetera Advisor Networks
California
$255K -$13.9K -704 -5%
SIS
63
Strategic Investment Solutions
Illinois
$239K +$239K +9,471 New
KWM
64
Kingsview Wealth Management
Oregon
$228K +$15.4K +777 +7%
TSS
65
Two Sigma Securities
New York
$228K +$228K +11,533 New
BHWA
66
Beacon Harbor Wealth Advisors
Virginia
$225K – – –
Charles Schwab
67
Charles Schwab
California
$221K +$221K +11,157 New
IAN
68
Integrated Advisors Network
Texas
$198K +$198K +10,000 New
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
$195K +$58.4K +3,000 +43%
Citigroup
70
Citigroup
New York
$175K +$54.8K +2,772 +46%
NFSG
71
Newbridge Financial Services Group
Florida
$126K +$83.3K +4,212 +197%
SSG
72
Summit Securities Group
New York
$117K +$103K +5,226 +741%
IA
73
IFP Advisors
Florida
$80K -$824K -41,672 -91%
CA
74
Clearstead Advisors
Ohio
$76.8K +$38.4K +1,941 +100%
SPIA
75
Steward Partners Investment Advisory
New York
$65.8K -$9.02K -456 -12%
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