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Icahn Enterprises
IEP

Overview Fund Activity

145 hedge funds and large institutions have $9.88B invested in Icahn Enterprises in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-26
Holders Change %
-15.2%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
58
Reduced
46
Closed
49
Calls
$68.3M
Puts
$170M
Net Calls
-$101M
Net Calls Change
-$97.3M

Top Buyers

1
IC
Icahn Carl
Florida
$9.71B
2
Jane Street
Jane Street
New York
$38.6M
3
Morgan Stanley
Morgan Stanley
New York
$22.3M
4
Group One Trading
Group One Trading
Illinois
$7.22M
5
First Trust Advisors
First Trust Advisors
Illinois
$7.23M

Top Sellers

1
HKAM
Horizon Kinetics Asset Management
New York
$0
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.24M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.12M
5
FAIM
Financial Advocates Investment Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
151
Centric Wealth Management
Illinois
– -$1.09M -20,989 Closed
WHG
152
Westwood Holdings Group
Texas
– -$922K -17,832 Closed
GCP
153
GSA Capital Partners
United Kingdom
– -$591K -11,426 Closed
CCP
154
Carmel Capital Partners
California
– -$505K -9,774 Closed
SW
155
SVB Wealth
Massachusetts
– -$470K -9,086 Closed
Corient Private Wealth
156
Corient Private Wealth
Florida
– -$462K -8,940 Closed
HA
157
Herold Advisors
New York
– -$366K -7,084 Closed
AWS
158
Atria Wealth Solutions
New York
– -$373K -6,938 Closed
AAS
159
Avantax Advisory Services
Texas
– -$317K -6,123 Closed
ORC
160
O'Rourke & Company
Massachusetts
– -$313K -6,045 Closed
AWM
161
Axxcess Wealth Management
California
– -$310K -5,990 Closed
CIA
162
Cladis Investment Advisory
Montana
– -$303K -5,850 Closed
CL
163
Choreo LLC
Illinois
– -$294K -5,690 Closed
MNBTD
164
Moody National Bank Trust Division
Texas
– -$294K -5,689 Closed
MML Investors Services
165
MML Investors Services
Massachusetts
– -$286K -5,528 Closed
SFG
166
Sovereign Financial Group
Connecticut
– -$262K -5,075 Closed
FC
167
FORA Capital
Florida
– -$261K -5,054 Closed
JWM
168
Jeppson Wealth Management
California
– -$260K -5,021 Closed
GF
169
Gabelli Funds
New York
– -$259K -5,000 Closed
CCM
170
Chilton Capital Management
Texas
– -$254K -4,907 Closed
MSAM
171
Moloney Securities Asset Management
Missouri
– -$250K -4,834 Closed
WS
172
Wedbush Securities
California
– -$249K -4,812 Closed
Mercer Global Advisors
173
Mercer Global Advisors
Colorado
– -$243K -4,692 Closed
SEP
174
Southland Equity Partners
Missouri
– -$236K -4,573 Closed
AAS
175
Ameritas Advisory Services
Nebraska
– -$232K -4,483 Closed
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