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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 %
WPC
76
Wedmont Private Capital
Pennsylvania
$401K -$5.94K -114 -1%
EAM
77
Evanson Asset Management
California
$398K – – –
AWS
78
Atria Wealth Solutions
New York
$373K +$373K +6,938 New
HA
79
Herold Advisors
New York
$366K +$16.8K +324 +5%
SIC
80
Samalin Investment Counsel
New York
$354K -$8.58K -166 -2%
AAS
81
Avantax Advisory Services
Texas
$317K +$317K +6,123 New
WWM
82
Western Wealth Management
Colorado
$315K – – –
ORC
83
O'Rourke & Company
Massachusetts
$313K – – –
AWM
84
Axxcess Wealth Management
California
$310K +$310K +5,990 New
CIA
85
Cladis Investment Advisory
Montana
$303K – – –
CL
86
Choreo LLC
Illinois
$294K +$294K +5,690 New
MNBTD
87
Moody National Bank Trust Division
Texas
$294K – – –
HI
88
Harbour Investments
Wisconsin
$290K +$80.3K +1,553 +38%
MML Investors Services
89
MML Investors Services
Massachusetts
$286K +$9.83K +190 +4%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$279K +$279K +5,401 New
TCM
91
Triumph Capital Management
Colorado
$266K -$22.9K -442 -8%
PCMC
92
Paragon Capital Management (Colorado)
Colorado
$265K – – –
CG
93
Cutler Group
California
$264K -$75.3K -1,458 -22%
SFG
94
Sovereign Financial Group
Connecticut
$262K – – –
FC
95
FORA Capital
Florida
$261K -$244K -4,713 -48%
JWM
96
Jeppson Wealth Management
California
$260K +$20.2K +390 +8%
GF
97
Gabelli Funds
New York
$259K – – –
CCM
98
Chilton Capital Management
Texas
$254K +$254K +4,907 New
SPIA
99
Steward Partners Investment Advisory
New York
$253K +$1.6K +31 +0.6%
MSAM
100
Moloney Securities Asset Management
Missouri
$250K – – –
2 3
4
5 6