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Icahn Enterprises
IEP

Overview Fund Activity

105 hedge funds and large institutions have $11.9B invested in Icahn Enterprises in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+8
Holders Change %
+8.25%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
28
Reduced
29
Closed
11
Calls
$1.25M
Puts
$9.39M
Net Calls
-$8.14M
Net Calls Change
-$1.08M

Top Buyers

1
IC
1
Icahn Carl
Florida
$11.2B
2
Citigroup
2
Citigroup
New York
$571M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.84M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$8.67M
5
HF
5
HRT Financial
New York
$668K

Top Sellers

1
HKAM
1
Horizon Kinetics Asset Management
New York
$33.1M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$12M
4
Rafferty Asset Management
4
Rafferty Asset Management
New York
$0
5
MWNA
5
Marshall Wace North America
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$318K -$321K -6,334 -50%
IIA
52
IPG Investment Advisors
California
$295K +$10.9K +216 +4%
Simplex Trading
53
Simplex Trading
Illinois
$284K +$284K +5,623 New
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$282K – – –
KWM
55
Kingsview Wealth Management
Oregon
$281K – – –
ANI
56
American National Insurance
Texas
$281K – – –
ANRIA
57
American National Registered Investment Advisor
Texas
$275K – – –
PAG
58
Private Advisor Group
New Jersey
$243K -$23K -454 -9%
Group One Trading
59
Group One Trading
Illinois
$238K +$236K +4,651 +10,336%
BIM
60
Baldwin Investment Management
Pennsylvania
$228K -$142K -2,800 -38%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$224K -$73.8K -1,458 -25%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$217K – – –
PG
63
Proffitt & Goodson
Tennessee
$208K +$208K +4,100 New
WG
64
Welch Group
Alabama
$206K +$206K +4,071 New
BWM
65
BT Wealth Management
Georgia
$203K -$264K -5,200 -56%
TNB
66
Thomasville National Bank
Georgia
$203K +$203K +4,000 New
MWM
67
Minot Wealth Management
Massachusetts
$203K +$203K +4,000 New
WEC
68
Winslow Evans & Crocker
Massachusetts
$201K – – –
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$191K -$9.62K -190 -5%
SPIA
70
Steward Partners Investment Advisory
New York
$175K +$10.9K +216 +7%
PI
71
PEAK6 Investments
Illinois
$153K -$17.1K -339 -10%
LF
72
Lee Financial
Texas
$147K +$5.54K +109 +4%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$138K -$20.2K -400 -13%
FC
74
FORA Capital
Florida
$123K +$123K +2,430 New
NR
75
Newfound Research
Massachusetts
$99K +$99K +1,953 New
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3
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