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Icahn Enterprises
IEP

Overview Fund Activity

107 hedge funds and large institutions have $10.2B invested in Icahn Enterprises in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
-10
Holders Change %
-8.55%
% of All Funds
2.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
30
Reduced
27
Closed
18
Calls
$5.3M
Puts
$10.3M
Net Calls
-$4.95M
Net Calls Change
+$4.11M

Top Buyers

1
Citigroup
Citigroup
New York
$484M
2
Geode Capital Management
Geode Capital Management
Massachusetts
$7.33M
3
AF
Advisornet Financial
Minnesota
$570K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.96M
5
Wells Fargo
Wells Fargo
California
$4.78M

Top Sellers

1
HKAM
Horizon Kinetics Asset Management
New York
$59.7M
2
UBS Group
UBS Group
Switzerland
$3.88M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.78M
4
AAM
American Asset Management
Florida
$0
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.13M -$623K -12,870 -36%
OWIM
27
Old West Investment Management
California
$1.09M -$44.7K -923 -4%
Group One Trading
28
Group One Trading
Illinois
$852K +$351K +7,255 +70%
BRWA
29
B. Riley Wealth Advisors
Florida
$718K -$49.6K -1,023 -6%
MC
30
Moors & Cabot
Massachusetts
$703K +$109K +2,245 +18%
Creative Planning
31
Creative Planning
Kansas
$675K -$22.6K -466 -3%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$600K -$617K -12,740 -51%
AF
33
Advisornet Financial
Minnesota
$570K +$559K +11,543 +4,870%
BI
34
Bramshill Investments
Florida
$559K -$483K -9,976 -46%
CF
35
Centaurus Financial
California
$551K +$134K +2,778 +32%
GC
36
Guggenheim Capital
Illinois
$536K +$30.2K +623 +6%
SIC
37
Samalin Investment Counsel
New York
$532K +$2.61K +54 +0.5%
MNBTD
38
Moody National Bank Trust Division
Texas
$531K – – –
CS
39
Credit Suisse
Switzerland
$464K +$464K +9,593 New
BWM
40
BT Wealth Management
Georgia
$446K +$3.1K +64 +0.7%
OC
41
Oppenheimer & Co
New York
$419K – – –
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$399K +$9.11K +188 +2%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$371K -$2.71K -56 -0.7%
BIM
44
Baldwin Investment Management
Pennsylvania
$363K -$48.4K -1,000 -12%
CIBC Asset Management
45
CIBC Asset Management
Ontario, Canada
$363K – – –
GCIA
46
Gabelli & Co Investment Advisers
New York
$349K – – –
UCFA
47
United Capital Financial Advisors
Texas
$330K -$513K -10,597 -61%
AIL
48
AGF Investments LLC
Ontario, Canada
$319K +$39.1K +806 +14%
Ameriprise
49
Ameriprise
Minnesota
$309K -$57.6K -1,193 -16%
AII
50
AGF Investments Inc
Ontario, Canada
$291K +$291K +6,006 New
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