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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.

New
Increased
Maintained
Reduced
Closed
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 %
OLVIG
126
Oliver Lagore Vanvalin Investment Group
Michigan
$396 – – –
ME
127
McIlrath & Eck
Washington
$297 +$297 +15 New
CWC
128
Carolinas Wealth Consulting
North Carolina
$295 +$16 +1 +6%
KFS
129
Kelly Financial Services
Massachusetts
$281 – – –
Fidelity Investments
130
Fidelity Investments
Massachusetts
$218 +$159 +8 +267%
KFI
131
Key Financial Inc
Pennsylvania
$178 – – –
IFAM
132
Institutional & Family Asset Management
Colorado
$134 +$19 +1 +17%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$79 +$79 +4 New
PMFA
134
Plante Moran Financial Advisors
Michigan
$59 – – –
AWM
135
Activest Wealth Management
Florida
$38 -$703 -37 -95%
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
– -$1.12M -38,438 Closed
CF
137
Cantor Fitzgerald
New York
– -$650K -22,400 Closed
AWM
138
AE Wealth Management
Kansas
– -$473K -16,290 Closed
PCMC
139
Paragon Capital Management (Colorado)
Colorado
– -$353K -12,177 Closed
WANY
140
Wealthspire Advisors (New York)
New York
– -$286K -9,858 Closed
FWP
141
Firethorn Wealth Partners
Georgia
– -$270K -9,290 Closed
EAM
142
Evanson Asset Management
California
– -$249K -8,577 Closed
Envestnet Asset Management
143
Envestnet Asset Management
Illinois
– -$247K -8,495 Closed
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
– -$244K -8,390 Closed
PAG
145
Private Advisor Group
New Jersey
– -$242K -8,329 Closed
EH
146
Equitable Holdings
New York
– -$233K -8,009 Closed
AFG
147
Atomi Financial Group
New York
– -$231K -7,950 Closed
WPC
148
Wedmont Private Capital
Pennsylvania
– -$252K -7,704 Closed
SIC
149
Samalin Investment Counsel
New York
– -$221K -7,624 Closed
GCIA
150
Gabelli & Co Investment Advisers
New York
– -$218K -7,517 Closed
3 4 5
6
7