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Icahn Enterprises
IEP

Overview Fund Activity

137 hedge funds and large institutions have $6.45B invested in Icahn Enterprises in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 25 closing their positions.

Holders
137
Holders Change
–
Holders Change %
0%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
49
Reduced
46
Closed
25
Calls
$27.4M
Puts
$49.6M
Net Calls
-$22.2M
Net Calls Change
+$671K

Top Buyers

1
IC
1
Icahn Carl
Florida
$6.32B
2
Morgan Stanley
2
Morgan Stanley
New York
$54M
3
Jane Street
3
Jane Street
New York
$4.77M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.16M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$3.07M

Top Sellers

1
PCA
1
Private Capital Advisors
Connecticut
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.65M
3
Wells Fargo
3
Wells Fargo
California
$1.44M
4
Bank of America
4
Bank of America
North Carolina
$1.22M
5
PIWA
5
Prevail Innovative Wealth Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$289K -$344K -19,994 -54%
RJA
52
Raymond James & Associates
Florida
$268K -$224K -13,012 -45%
SP
53
Stablepoint Partners
Massachusetts
$267K +$267K +15,546 New
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$264K +$9.23K +537 +4%
PCIA
55
Prime Capital Investment Advisors
Kansas
$255K -$45.7K -2,660 -15%
GS
56
GTS Securities
New York
$236K +$236K +13,735 New
CAN
57
Cetera Advisor Networks
California
$229K +$7.17K +417 +3%
CSIA
58
Charles Schwab Investment Advisory
California
$216K -$20K -1,166 -8%
EL
59
EMFO LLC
Florida
$203K -$45K -2,616 -18%
BHWA
60
Beacon Harbor Wealth Advisors
Virginia
$195K – – –
ACM
61
Anfield Capital Management
California
$193K +$193K +11,217 New
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$187K +$10.6K +600 +6%
SWP
63
Stratos Wealth Partners
Ohio
$184K -$175K -10,187 -49%
HAG
64
HighPoint Advisor Group
Illinois
$175K +$175K +10,187 New
VL
65
Vima LLC
Michigan
$167K +$167K +9,739 New
NFSG
66
Newbridge Financial Services Group
Florida
$147K +$38.3K +2,227 +35%
TRCT
67
Tower Research Capital (TRC)
New York
$131K +$102K +5,910 +348%
Barclays
68
Barclays
United Kingdom
$126K -$139K -8,126 -53%
GRP
69
Global Retirement Partners
California
$98.2K +$80.9K +4,526 +467%
SSG
70
Summit Securities Group
New York
$90K -$12.4K -719 -12%
PCWA
71
Pacific Capital Wealth Advisors
California
$86K +$86K +5,000 New
LA
72
LM Advisors
California
$57.1K +$57.1K +3,319 New
SPIA
73
Steward Partners Investment Advisory
New York
$46.5K -$10.6K -619 -19%
LF
74
Lee Financial
Texas
$45.3K -$69 -4 -0.2%
EWA
75
EverSource Wealth Advisors
Alabama
$45K – – –
1 2
3
4 5