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Icahn Enterprises
IEP

Overview Fund Activity

139 hedge funds and large institutions have $12.9B invested in Icahn Enterprises in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 29 reducing their positions, and 16 closing their positions.

Holders
139
Holders Change
+12
Holders Change %
+9.45%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
51
Reduced
29
Closed
16
Calls
$8.14M
Puts
$18.6M
Net Calls
-$10.4M
Net Calls Change
+$6.34M

Top Buyers

1
IC
1
Icahn Carl
Florida
$12.7B
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$7.06M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$9.76M
4
N
4
Natixis
France
$2.23M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.8M

Top Sellers

1
JF
1
Jump Financial
Illinois
$259K
2
HKAM
2
Horizon Kinetics Asset Management
New York
$26.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$11.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$28.8M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
26
Financial Advocates Investment Management
Washington
$1.44M -$294K -5,922 -17%
MC
27
Moors & Cabot
Massachusetts
$1.42M +$75.7K +1,526 +6%
OWIM
28
Old West Investment Management
California
$1.4M – – –
CF
29
Centaurus Financial
California
$1.35M +$209K +4,221 +18%
MOS
30
MGO One Seven
Ohio
$1.31M -$347 -7 -0%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$1.2M +$263K +5,312 +28%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$1.19M +$129K +2,600 +12%
Bank of America
33
Bank of America
North Carolina
$1.17M +$34.3K +691 +3%
Brown Advisory
34
Brown Advisory
Maryland
$990K +$990K +19,956 New
AF
35
Advisornet Financial
Minnesota
$903K -$15.8K -319 -2%
PA
36
PSI Advisors
Florida
$806K +$103K +2,080 +15%
GCP
37
GSA Capital Partners
United Kingdom
$796K +$109K +2,189 +16%
CSIA
38
Charles Schwab Investment Advisory
California
$780K +$30.1K +607 +4%
Creative Planning
39
Creative Planning
Kansas
$718K +$211K +4,245 +41%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$691K -$357K -7,201 -34%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$633K +$14.2K +287 +2%
VF
42
Virtu Financial
New York
$619K -$285K -5,752 -32%
EL
43
EMFO LLC
Florida
$581K -$107K -2,154 -16%
BRWA
44
B. Riley Wealth Advisors
Florida
$578K -$217K -4,371 -27%
CIBC Asset Management
45
CIBC Asset Management
Ontario, Canada
$564K +$60.6K +1,221 +12%
MNBTD
46
Moody National Bank Trust Division
Texas
$545K – – –
PFS
47
Prospera Financial Services
Texas
$531K +$123K +2,472 +30%
BHWA
48
Beacon Harbor Wealth Advisors
Virginia
$516K – – –
OC
49
Oppenheimer & Co
New York
$491K -$53.1K -1,069 -10%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$466K -$21.5K -434 -4%
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