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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 %
Creative Planning
51
Creative Planning
Kansas
$362K +$25.1K +467 +7%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$351K +$56.8K +1,000 +19%
WW
53
Waterfront Wealth
Kansas
$338K -$10.7K -194 -3%
PAG
54
Private Advisor Group
New Jersey
$334K +$76.7K +1,429 +30%
Group One Trading
55
Group One Trading
Illinois
$325K +$72.7K +1,354 +29%
Jane Street
56
Jane Street
New York
$310K +$310K +5,778 New
KWM
57
Kingsview Wealth Management
Oregon
$309K +$3.03K +55 +1%
ANI
58
American National Insurance
Texas
$299K – – –
GC
59
Guggenheim Capital
Illinois
$297K -$128K -2,384 -30%
ANRIA
60
American National Registered Investment Advisor
Texas
$292K – – –
Goldman Sachs
61
Goldman Sachs
New York
$292K +$292K +5,438 New
Barclays
62
Barclays
United Kingdom
$276K +$212K +3,943 +332%
BIM
63
Baldwin Investment Management
Pennsylvania
$242K – – –
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$230K – – –
WG
65
Welch Group
Alabama
$219K – – –
MWM
66
Minot Wealth Management
Massachusetts
$215K – – –
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$211K +$211K +3,919 New
SFG
68
Sovereign Financial Group
Connecticut
$210K +$210K +3,900 New
SPIA
69
Steward Partners Investment Advisory
New York
$203K +$17.5K +325 +9%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$194K -$9.43K -175 -5%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$177K +$177K +3,300 New
TRCT
72
Tower Research Capital (TRC)
New York
$159K +$159K +2,969 New
LF
73
Lee Financial
Texas
$156K – – –
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$152K – – –
SWM
75
Spire Wealth Management
Virginia
$147K +$147K +2,687 New
1 2
3
4 5