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Icahn Enterprises
IEP

Overview Fund Activity

108 hedge funds and large institutions have $12.7B invested in Icahn Enterprises in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
42
Reduced
17
Closed
14
Calls
$3.36M
Puts
$12.9M
Net Calls
-$9.58M
Net Calls Change
-$1.44M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$25.7M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$11.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.66M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.97M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.94M

Top Sellers

1
HKAM
1
Horizon Kinetics Asset Management
New York
$31.9M
2
RHAM
2
Round Hill Asset Management
California
$0
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$548K
4
SFI
4
Susquehanna Fundamental Investments
Pennsylvania
$0
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$1.64M +$63.1K +1,175 +4%
MOS
27
MGO One Seven
Ohio
$1.39M +$129K +2,400 +10%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.21M -$309K -5,764 -20%
RJA
29
Raymond James & Associates
Florida
$1.21M -$49.3K -917 -4%
MC
30
Moors & Cabot
Massachusetts
$1.03M +$259K +4,825 +34%
BRWA
31
B. Riley Wealth Advisors
Florida
$994K +$72.8K +1,354 +8%
OWIM
32
Old West Investment Management
California
$993K – – –
AF
33
Advisornet Financial
Minnesota
$825K +$80.2K +1,492 +11%
CF
34
Centaurus Financial
California
$679K – – –
MWNA
35
Marshall Wace North America
New York
$668K +$668K +12,441 New
BHWA
36
Beacon Harbor Wealth Advisors
Virginia
$666K +$69.8K +1,300 +12%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$655K +$14.6K +272 +2%
GCP
38
GSA Capital Partners
United Kingdom
$655K +$183K +3,401 +39%
Simplex Trading
39
Simplex Trading
Illinois
$639K +$337K +6,274 +112%
CSIA
40
Charles Schwab Investment Advisory
California
$630K +$188K +3,500 +43%
MNBTD
41
Moody National Bank Trust Division
Texas
$590K – – –
SIC
42
Samalin Investment Counsel
New York
$582K -$39.2K -730 -6%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$576K -$64.9K -1,209 -10%
SW
44
SVB Wealth
Massachusetts
$567K +$567K +10,560 New
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$554K +$554K +10,305 New
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$548K -$912K -17,000 -62%
OC
47
Oppenheimer & Co
New York
$535K +$97.3K +1,810 +22%
CIBC Asset Management
48
CIBC Asset Management
Ontario, Canada
$465K +$52.7K +981 +13%
UCFA
49
United Capital Financial Advisors
Texas
$396K -$53.8K -1,000 -12%
GCIA
50
Gabelli & Co Investment Advisers
New York
$387K – – –
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