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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.

New
Increased
Maintained
Reduced
Closed
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 %
KFS
126
Kelly Financial Services
Massachusetts
$259 +$17 +1 +7%
ME
127
McIlrath & Eck
Washington
$258 – – –
First Manhattan
128
First Manhattan
New York
$257 -$257 -15 -50%
KFI
129
Key Financial Inc
Pennsylvania
$155 – – –
Fidelity Investments
130
Fidelity Investments
Massachusetts
$124 -$71 -4 -36%
IFAM
131
Institutional & Family Asset Management
Colorado
$124 – – –
BlackRock
132
BlackRock
New York
$86 +$86 +5 New
BWP
133
Baldwin Wealth Partners
Massachusetts
$69 -$1.24K -72 -95%
PMFA
134
Plante Moran Financial Advisors
Michigan
$52 – – –
PFBT
135
Parkside Financial Bank & Trust
Missouri
$52 +$52 +3 New
AWM
136
Activest Wealth Management
Florida
$2 -$38 -2 Closed
PCA
137
Private Capital Advisors
Connecticut
– -$2.56M -155,400 Closed
PIWA
138
Prevail Innovative Wealth Advisors
Kansas
– -$1.35M -68,438 Closed
CM
139
Caption Management
Oklahoma
– -$1.27M -64,271 Closed
CA
140
Cetera Advisors
Colorado
– -$1.02M -51,751 Closed
MA
141
Mutual Advisors
Nebraska
– -$627K -31,706 Closed
AWM
142
Apollon Wealth Management
South Carolina
– -$547K -27,635 Closed
ICM
143
Ionic Capital Management
New York
– -$384K -19,420 Closed
RHAM
144
Round Hill Asset Management
California
– -$359K -18,169 Closed
BRWA
145
B. Riley Wealth Advisors
Florida
– -$344K -17,377 Closed
BAM
146
Belpointe Asset Management
Nevada
– -$314K -15,864 Closed
HF
147
HRT Financial
New York
– -$293K -14,827 Closed
KWM
148
Kingsview Wealth Management
Oregon
– -$228K -11,546 Closed
TSS
149
Two Sigma Securities
New York
– -$228K -11,533 Closed
Charles Schwab
150
Charles Schwab
California
– -$221K -11,157 Closed
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