IEP icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
IC
1
Icahn Carl
Florida
$15.5B 299,997,624 – –
Morgan Stanley
2
Morgan Stanley
New York
$23.2M 447,916 -389,532 -47%
HKAM
3
Horizon Kinetics Asset Management
New York
$22.1M 427,694 -19,462 -4%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$14.4M 277,802 -20,574 -7%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$13.6M 263,246 +1,672 +0.6%
Osaic Holdings
6
Osaic Holdings
Arizona
$13.1M 253,861 +43,171 +20%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.64M 186,333 +37,464 +25%
PCA
8
Private Capital Advisors
Connecticut
$9.52M 184,025 -38,105 -17%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$8.75M 169,236 -119,333 -41%
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
$8.18M 158,279 +102,911 +186%
LPL Financial
11
LPL Financial
California
$7.88M 152,342 +13,730 +10%
First Trust Advisors
12
First Trust Advisors
Illinois
$6.24M 120,703 -15,193 -11%
Wells Fargo
13
Wells Fargo
California
$5.38M 104,078 +18,492 +22%
BI
14
Bramshill Investments
Florida
$3.87M 74,853 +1,237 +2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.51M 67,897 -267 -0.4%
JAFL
16
Jay A. Fishman Ltd
Michigan
$3.49M 67,405 – –
Bank of America
17
Bank of America
North Carolina
$3.38M 65,298 -4,894 -7%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$3.23M 62,535 +2,711 +5%
IA
19
IFP Advisors
Florida
$3.13M 45,039 +8,975 +25%
FAIM
20
Financial Advocates Investment Management
Washington
$3.09M 59,795 +1,031 +2%
RJA
21
Raymond James & Associates
Florida
$2.92M 56,550 -3,100 -5%
CA
22
Cetera Advisors
Colorado
$2.88M 55,725 +23 +0%
UBS Group
23
UBS Group
Switzerland
$2.68M 51,746 -29,177 -36%
TYCC
24
Texas Yale Capital Corp
Florida
$2.67M 51,570 – –
MA
25
Mutual Advisors
Nebraska
$2.08M 40,134 -1,064 -3%
1
2 3 4 5