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Icahn Enterprises
IEP

Overview Fund Activity

88 hedge funds and large institutions have $8.24B invested in Icahn Enterprises in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
2.2%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
12
Increased
33
Reduced
20
Closed
8
Calls
$3.97M
Puts
$12.3M
Net Calls
-$8.37M
Net Calls Change
+$5.19M

Top Buyers

1
IC
1
Icahn Carl
Florida
$7.71B
2
Citigroup
2
Citigroup
New York
$305M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$1.77M
4
UBS Group
4
UBS Group
Switzerland
$9.31M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.28M

Top Sellers

1
HK
1
Horizon Kinetics
New York
$140M
2
MRI
2
Mad River Investors
Massachusetts
$5.63M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$18K
4
RHAM
4
Round Hill Asset Management
California
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIA
51
IPG Investment Advisors
California
$207K +$207K +3,998 New
IA
52
IFP Advisors
Florida
$140K -$34K -656 -20%
GXMC
53
Global X Management Company
New York
$125K +$5.01K +97 +4%
AIL
54
AGF Investments LLC
Ontario, Canada
$112K +$112K +2,205 New
FANJ
55
Financial Architects (New Jersey)
New Jersey
$98K – – –
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$95.1K – – –
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$86K -$17.2K -334 -17%
BWA
58
BDO Wealth Advisors
Florida
$80K +$80K +1,549 New
US Bancorp
59
US Bancorp
Minnesota
$77K – – –
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$72K – – –
DADC
61
D.A. Davidson & Co
Montana
$72K +$3.1K +60 +4%
Simplex Trading
62
Simplex Trading
Illinois
$70K +$70K +1,218 New
WAM
63
Wealthspire Advisors (Maryland)
Maryland
$62K +$62K +1,200 New
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$53K +$52 +1 +0.1%
WA
65
WFG Advisors
Texas
$53K +$18.5K +357 +53%
TCOV
66
Trust Company of Vermont
Vermont
$37K +$37K +707 New
GWM
67
Geneos Wealth Management
Colorado
$26K – – –
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$18K -$1.78M -34,700 -99%
QAM
69
QCI Asset Management
New York
$18K +$7.71K +150 +75%
OIA
70
OneDigital Investment Advisors
Kansas
$17K +$17K +324 New
NFG
71
Next Financial Group
Texas
$15K – – –
IIC
72
Integrated Investment Consultants
Michigan
$15K – – –
AC
73
Alexandria Capital
Virginia
$11K – – –
WA
74
WealthTrust-Arizona
Arizona
$9K +$542 +10 +6%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$8K – – –
1 2
3
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